 | |
Daniel Loeb13F | |
| Third Point, LLC | |
| Last update 2025-02-14 | 41 Stocks (8 new) |
| Value $7.42 Bil | Turnover 19 % |
Daniel Loeb Investing Philosophy
Loeb and Third Point focus on activist investing, identifying situations in which a catalyst could unlock value and then pushing for change at companies to unlock said value. They follow an event-driven, value-oriented investment style.
Daniel Loeb Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCG | PG&E Corp | 48,500,000 | 978,730.0 | -2.51% | 13.180 | -0.33% | 2.210 | +3.78% | -14.94% | 37,668.3 | Utilities - Regulated | |
AMZN | Amazon.com Inc | 3,450,000 | 756,895.5 | -6.76% | 10.190 | -0.63% | 0.030 | -19.53% | -13.86% | 2,005,630.7 | Retail - Cyclical | |
DHR | Danaher Corp | 1,900,000 | 436,145.0 | -2.56% | 5.870 | -0.19% | 0.260 | -19.67% | -13.99% | 141,087.1 | Medical Diagnostics & Research | |
META | Meta Platforms Inc | 665,000 | 389,364.2 | +22.02% | 5.240 | +0.95% | 0.030 | -15.40% | -6.45% | 1,381,555.5 | Interactive Media | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 1,780,000 | 351,532.2 | 0% | 4.730 | 0% | 0.030 | -25.30% | -16.08% | 856,299.4 | Semiconductors | |
ICE | Intercontinental Exchange Inc | 2,085,000 | 310,685.8 | 0% | 4.180 | 0% | 0.360 | +3.95% | +9.85% | 93,775.3 | Capital Markets | |
BN | Brookfield Corp | 4,990,000 | 286,675.5 | +5.61% | 3.860 | +0.20% | 0.330 | -12.64% | -7.14% | 79,723.4 | Asset Management | |
MSFT | Microsoft Corp | 600,000 | 252,900.0 | -31.03% | 3.410 | -1.56% | 0.010 | -11.58% | -6.85% | 2,913,005.9 | Software | |
CRH | CRH PLC | 2,715,000 | 251,191.8 | +32.44% | 3.380 | +0.83% | 0.400 | -8.35% | +0.31% | 62,483.1 | Building Materials | |
FLUT | Flutter Entertainment PLC | 870,000 | 224,851.5 | +70.59% | 3.030 | +1.25% | 0.490 | -12.77% | -9.79% | 41,193.8 | Travel & Leisure |
Daniel Loeb's Historical Top Holdings Breakdowns
Daniel Loeb's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBWI | Bath & Body Works Inc | 2024-12-31 | Sold Out | -5.06% | 28.38 ($33.47) 39.27 | $29.58 | -11.62% | Sold Out | 0 | -11,785,000 | |
VST | Vistra Corp | 2024-12-31 | Reduce | -3.47% | 115.74 ($139.1) 166.61 | $126.64 | -8.96% | Reduce -68.5% | 1,000,000 | -2,175,000 | |
AAPL | Apple Inc | 2024-12-31 | Sold Out | -2.92% | 221.69 ($235.83) 259.02 | $209.28 | -11.26% | Sold Out | 0 | -930,000 | |
TMO | Thermo Fisher Scientific Inc | 2024-12-31 | New Buy | +2.45% | 501.29 ($548.8) 612.72 | $424.24 | -22.70% | New holding | 350,000 | 350,000 | |
COF | Capital One Financial Corp | 2024-12-31 | New Buy | +2.22% | 145.2 ($173.53) 192.01 | $182.73 | 5.30% | New holding | 925,000 | 925,000 | |
FTV | Fortive Corp | 2024-12-31 | New Buy | +1.92% | 71.16 ($76.13) 79.68 | $68.92 | -9.47% | New holding | 1,900,000 | 1,900,000 | |
ROP | Roper Technologies Inc | 2024-12-31 | Sold Out | -1.80% | 519.85 ($548.94) 575.95 | $557.70 | 1.60% | Sold Out | 0 | -240,000 | |
WDAY | Workday Inc | 2024-12-31 | New Buy | +1.74% | 233.85 ($255.7) 279.91 | $239.53 | -6.32% | New holding | 500,000 | 500,000 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce | -1.56% | 406.35 ($426.03) 454.46 | $391.85 | -8.02% | Reduce -31.03% | 600,000 | -270,000 | |
DFS | Discover Financial Services | 2024-12-31 | New Buy | +1.49% | 136.37 ($164.56) 182.67 | $184.86 | 12.34% | New holding | 640,000 | 640,000 |
Daniel Loeb Total Holding History ($B)
Daniel Loeb's Asset Allocation
Daniel Loeb Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Daniel Loeb's Hypothetical Growth since 2024-12-31
Daniel Loeb's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Daniel Loeb's Holdings Heat Map
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Daniel Loeb's Holdings Bubble Chart
Daniel Loeb News
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