Third Point LLC, under direction of Daniel Loeb has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $6.36 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pg&E Corp with a value of $1.04B, Microsoft Corp with a value of $758M, Amazon Com Inc with a value of $638M, Bath & Body Works, Inc. with a value of $598M, and Danaher Corp with a value of $474M.

Examining the 13F form we can see an increase of $60.1M in the current position value, from $6.3B to 6.36B.

Third Point LLC is based out at New York, NY

Below you can find more details about Daniel Loeb portfolio as well as his latest detailed transactions.

Portfolio value $6.36 Billion
Consumer Cyclical: $1.24 Billion
Utilities: $1.22 Billion
Technology: $1.16 Billion
Basic Materials: $701 Million
Communication Services: $649 Million
Healthcare: $588 Million
Financial Services: $408 Million
Industrials: $297 Million
Other: $76.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Daniel Loeb

Daniel Loeb

Daniel Loeb is the founder and CEO of Third Point, a successful investment firm that focuses on activism investing. Loeb is known for his expertise in activism investing and his ability to drive change at the companies in which he invests. He has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $6.36 Billion
  • Prior Value $6.3 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 8 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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