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Daniel Loeb Third Point

AUM $4.68B
1-Year Est. Return 37.3%
 

Daniel Loeb is the founder of Third Point, an event-driven and activist-oriented hedge fund. He is known for pointed letters to management teams, catalyst-driven investing, and a flexible mandate across equities and credit. Loeb’s campaigns and portfolio shifts regularly generate attention beyond specialist hedge fund circles.

This Fund
S&P 500
This Quarter Est. Return
-2.63%
1 Year Est. Return
+37.3%
3 Year Est. Return
+159.48%
5 Year Est. Return
+329.12%
10 Year Est. Return
+1,791.94%
AUM
$6.55B
AUM Growth
-$891M
Cap. Flow
-$578M
Cap. Flow %
-8.82%
Top 10 Hldgs %
49.74%
Holding
54
New
11
Increased
9
Reduced
7
Closed
10

Top Buys

Rank Stock Value
1
KVUE icon
Kenvue
KVUE
+$197M
2
NVDA icon
NVIDIA
NVDA
+$184M
3
APO icon
Apollo Global Management
APO
+$169M
4
CSGP icon
CoStar Group
CSGP
+$150M
5
X
US Steel
X
+$137M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$436M
2
META icon
Meta Platforms (Facebook)
META
+$389M
3
AMZN icon
Amazon
AMZN
+$239M
4
FERG icon
Ferguson
FERG
+$208M
5
TSLA icon
Tesla
TSLA
+$202M

Sector Composition

Rank Sector Weight
1 Financials 17.35%
2 Utilities 16.71%
3 Technology 14.08%
4 Consumer Discretionary 13.39%
5 Communication Services 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
51
Thermo Fisher Scientific
TMO
$233B
– –
-350,000
Closed -$182M
TSLA icon
52
Tesla
TSLA
$1.43T
– –
-500,000
Closed -$202M
WDAY icon
53
Workday
WDAY
$49.4B
– –
-500,000
Closed -$129M
1 2
3

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Daniel Loeb's Q1 2025 Portfolio in Review

As of Q1 2025, Daniel Loeb held 54 positions worth $6.55B, down 12% from $7.44B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Daniel Loeb withdrew a net $578M in Q1 2025, closing 10 positions and reducing 7 holdings. Its most notable exit was Danaher, an estimated $436M position sold in full.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Utilities and Technology.

Against the trend, Daniel Loeb opened a new position in Kenvue worth $213M.

  • Daniel Loeb's largest Q1 2025 buy was Kenvue: 8,900,000 shares worth $213M.
  • Daniel Loeb added most to Apollo Global Management in Q1 2025, an estimated $169M increase.
  • Daniel Loeb's biggest Q1 2025 reduction was Amazon, cutting an estimated $239M.
  • Daniel Loeb fully exited Danaher in Q1 2025, selling an estimated $436M.
  • Daniel Loeb's ten largest holdings make up 50% of its $6.55B portfolio in Q1 2025.
  • Daniel Loeb opened 11 new positions and closed 10 in Q1 2025.
  • Daniel Loeb's portfolio value fell 12% quarter-over-quarter to $6.55B.

Based on Third Point's 13F filing for Q1 2025, filed 15 May 2025.