13F institutional portfolio research

Dan Loeb holdings analysis: Third Point 13F trends

Deterministic analysis from filing data

What changed in Third Point's latest portfolio

Portfolio construction is the clearest first read on Third Point. Q1 2026 reports 33 positions totaling $2.1B. The book is moderately concentrated, with the top five positions representing 56% of total value.

New, increased, reduced, and exited positions reveal the moving parts. The largest measured share-count move this quarter was a trim in UNION PAC CORP by 94.5%. Third Point initiated 10 new positions, the most prominent being META at $51.5M. 21 positions were fully exited, including PG&E CORP (last quarter valued at $551.2M).

The four-quarter record shows whether this filing extends an existing pattern. Compared with the prior four tracked quarters: reported value is meaningfully lower than the trailing average, reflecting net selling as well as quarter-end market values. Exits were also above trend: 21 versus a trailing average of 11.8.

Current snapshot

All reported holdings

33 active positions ranked by reported market value.

Ticker Company Shares Market value % of portfolio Change vs. prior quarter
AMZN AMAZON COM INC 1,940,000 $404.0M 19.40% -10.4%
TELEPHONE & DATA SYS INC 6,600,000 $277.9M 13.34% -1.1%
CRH PLC 1,900,000 $199.7M 9.59% -26.9%
SOMNIGROUP INTERNATIONAL INC 2,270,769 $167.9M 8.06% -33.2%
CARPENTER TECHNOLOGY CORP 310,000 $122.2M 5.87% -60.5%
MASTEC INC 320,000 $103.0M 4.94% -65.4%
DANAHER CORP DEL 525,000 $99.5M 4.78% -12.5%
TSM TAIWAN SEMICONDUCTOR MANUFAC 275,000 $92.9M 4.46% -35.3%
API GROUP CORP 2,030,000 $82.3M 3.95% -32.3%
LIVE NATION ENTERTAINMENT IN 465,000 $70.9M 3.40% -73.0%
META META PLATFORMS INC 90,000 $51.5M 2.47% New
GOOGL ALPHABET INC 175,000 $50.3M 2.42% New
SPDR GOLD TR 95,000 $40.9M 1.96% New
HUT 8 CORP 869,563 $40.8M 1.96% New
NVDA NVIDIA CORPORATION 190,000 $33.1M 1.59% -93.6%
TRANSDIGM GROUP INC 25,000 $29.0M 1.39% New
NORFOLK SOUTHN CORP 100,000 $28.7M 1.38% -89.7%
COF CAPITAL ONE FINL CORP 140,000 $25.5M 1.23% -87.3%
UNION PAC CORP 100,000 $24.3M 1.16% -94.5%
STRATA CRITICAL MEDICAL INC 5,000,000 $20.9M 1.00% 0.0%
KLA CORP 11,000 $16.2M 0.78% New
LAM RESEARCH CORP 75,000 $16.0M 0.77% New
ASML HLDG NV 12,000 $15.8M 0.76% New
BROADCOM INC 50,000 $15.5M 0.74% New
VANECK ETF TRUST 40,000 $15.3M 0.74% New
SHARKNINJA INC 130,509 $13.8M 0.66% -89.1%
HERTZ GLOBAL HLDGS INC 3,970,000 $9.1M 0.43% 0.0%
ARS PHARMACEUTICALS INC 1,000,000 $8.0M 0.39% +79.8%
AURORA INNOVATION INC 1,032,463 $4.3M 0.20% 0.0%
FLYEXCLUSIVE INC 1,022,000 $2.3M 0.11% 0.0%
CLARITEV CORPORATION 44,000 $0.7M 0.03% -69.7%
AURORA INNOVATION INC 1,835,000 $0.4M 0.02% 0.0%
FLYEXCLUSIVE INC 367,499 $0.1M 0.00% 0.0%

Quarter-over-quarter activity

Position changes

New buys 10

  • META $51.5M · of portfolio 2.47%
  • GOOGL $50.3M · of portfolio 2.42%
  • SPDR GOLD TR $40.9M · of portfolio 1.96%
  • HUT 8 CORP $40.8M · of portfolio 1.96%
  • TRANSDIGM GROUP INC $29.0M · of portfolio 1.39%
  • KLA CORP $16.2M · of portfolio 0.78%
  • LAM RESEARCH CORP $16.0M · of portfolio 0.77%
  • ASML HLDG NV $15.8M · of portfolio 0.76%
  • BROADCOM INC $15.5M · of portfolio 0.74%
  • VANECK ETF TRUST $15.3M · of portfolio 0.74%

Increased positions 1

  • ARS PHARMACEUTICALS INC +79.8% · now $8.0M

Reduced positions 16

  • UNION PAC CORP -94.5% · now $24.3M
  • NVDA -93.6% · now $33.1M
  • NORFOLK SOUTHN CORP -89.7% · now $28.7M
  • SHARKNINJA INC -89.1% · now $13.8M
  • COF -87.3% · now $25.5M
  • LIVE NATION ENTERTAINMENT IN -73.0% · now $70.9M
  • CLARITEV CORPORATION -69.7% · now $0.7M
  • MASTEC INC -65.4% · now $103.0M
  • CARPENTER TECHNOLOGY CORP -60.5% · now $122.2M
  • TSM -35.3% · now $92.9M
  • SOMNIGROUP INTERNATIONAL INC -33.2% · now $167.9M
  • API GROUP CORP -32.3% · now $82.3M
  • CRH PLC -26.9% · now $199.7M
  • DANAHER CORP DEL -12.5% · now $99.5M
  • AMZN -10.4% · now $404.0M
  • TELEPHONE & DATA SYS INC -1.1% · now $277.9M

Full exits 21

  • PG&E CORP Previously $551.2M
  • MSFT Previously $447.3M
  • BN Previously $284.5M
  • CASEYS GEN STORES INC Previously $251.5M
  • COSTAR GROUP INC Previously $212.8M
  • ROCKET COS INC Previously $184.2M
  • LPL FINL HLDGS INC Previously $182.2M
  • CMG Previously $174.8M
  • CONSTELLATION ENERGY CORP Previously $167.8M
  • VISTRA CORP Previously $162.1M
  • ALIBABA GROUP HLDG LTD Previously $120.9M
  • COMFORT SYS USA INC Previously $98.0M
  • SPOTIFY TECHNOLOGY S A Previously $58.1M
  • KENVUE INC Previously $56.1M
  • PROGRESSIVE CORP Previously $50.1M
  • THERMO FISHER SCIENTIFIC INC Previously $29.0M
  • WIX COM LTD Previously $23.4M
  • CSX CORP Previously $18.1M
  • PG&E CORP Previously $10.3M
  • PG&E CORP Previously $5.7M
  • BAUSCH HEALTH COS INC Previously $2.4M

Portfolio composition

Sector exposure

Sector weights use the site’s current US equity classification map.

Other / unclassified 72.9%
Consumer Discretionary 19.4%
Communication Services 4.9%
Information Technology 1.6%
Financials 1.2%
Sector% of portfolioQoQ change
Other / unclassified 72.90% -0.45 pts
Consumer Discretionary 19.40% +10.13 pts
Communication Services 4.89% +4.89 pts
Information Technology 1.59% -12.12 pts
Financials 1.23% -2.44 pts

Rolling filing history

Last 4 quarters

Values are quarter-end 13F market values, not live portfolio values.

QuarterFiling dateTotal reported valuePositionsNew buysExitsTop position
Q1 2026 2026-05-15 $2.1B 33 10 21 AMZN 19.4%
Q4 2025 2026-02-17 $7.3B 44 11 12 PG&E CORP 7.6%
Q3 2025 2025-11-14 $9.0B 45 10 16 PG&E CORP 8.4%
Q2 2025 2025-08-14 $7.6B 51 16 10 PG&E CORP 9.3%

Related manager research

How this compares

Filing interpretation

Common questions about Third Point's 13F

What is Third Point's largest reported holding?
AMZN is Third Point's largest active reported position at 19.4% of the portfolio. See its size and share count in the Third Point holdings table.
Which position did Third Point increase most?
META is the largest increase or new position by current reported value. The Third Point position-change section separates new and increased holdings.
Which position did Third Point reduce or exit most significantly?
PG&E CORP is the largest reduction or exit by prior reported value. Compare it with the other actions in Third Point's change grid.
What new positions did Third Point open this quarter?
Third Point initiated 10 positions, led by META. Each new holding appears in the Third Point new-buys list.
How concentrated is Third Point's reported portfolio?
The five largest positions represent 56.3% of Third Point's reported value. The Third Point holdings ranking shows whether that concentration comes from one dominant stock or several large positions.
Which sector is most important in Third Point's portfolio?
Consumer Discretionary is the largest classified sector in Third Point's current reported portfolio. The Third Point sector breakdown shows weights and quarter-over-quarter changes.
Does Third Point's 13F identify activist positions?
The filing shows reportable holdings but does not by itself label a position as activist. Schedule 13D filings, company disclosures, and manager letters provide additional context. See the Third Point four-quarter record for the surrounding trend.

Primary-source record

Source and filing details

CIK
0001040273
SEC accession
0001040273-26-000002
Report quarter
2026-03-31
Filing date
2026-05-15

Methodology: how we parse and reconcile 13F filings.
Editorial standards: how we publish.
Disclaimer: 13F data is public, historical, delayed, and incomplete by design. It is not investment advice. Cross-check material data against the original SEC filing record before acting.