Daniel Loeb is an American investor. He is the founder and CEO of Third Point LLC, a New York-based hedge fund that he established in 1995. The firm is primarily focused on United States-based investments.
Daniel Loeb, a notable investor, has constructed an investment portfolio with significant allocations to major publicly traded companies. His top stock investment is PG&E Corp., which encompasses 13.0% of his holdings, showcasing a preference for the utilities sector. Microsoft Corporation follows closely at 11.8%, revealing confidence in well-established tech giants with diversified operations and a robust presence in cloud computing. Similarly, Amazon.com Inc. commands 10.3% of Loeb's portfolio, indicative of an investment strategy that values e-commerce leaders with expansive growth potential.
Loeb also invests in the retail space, with Bath & Body Works Inc. accounting for 8.8% of his fund, a move highlighting opportunities in consumer discretionary stocks known for their branding strength. Lastly, Meta Platforms Inc - Ordinary Shares - Class A represents 8.1% of his assets; this choice underscores a strategic position in social media and technology platforms driving digital communication and advertising trends. Together, these stocks constitute the cornerstone of Daniel Loeb's investment approach, aligning with innovative industry leaders poised for sustained performance.
Q4 2023
New holding
New holding in Q4 2023
Q4 2008
Sold -1.9 Million shares
Sold 100% in Q4 2008
Q1 2011
Sold -300 Thousand shares
Sold 100% in Q1 2011
Q2 2012
Sold -244 Thousand shares
Sold 100% in Q2 2012
Q1 2012
Sold -80 Thousand shares
Sold 100% in Q1 2012
Q3 2016
Sold -1.15 Million shares
Sold 100% in Q3 2016
Q3 2016
Sold -4 Million shares
Sold 100% in Q3 2016
Q2 2017
Sold -500 Thousand shares
Sold 100% in Q2 2017
Q2 2017
Sold -3.2 Million shares
Sold 100% in Q2 2017
Q1 2018
Sold -15 Million shares
Sold 100% in Q1 2018
Q1 2018
Sold -5.75 Million shares
Sold 100% in Q1 2018
Q3 2018
Sold -2.75 Million shares
Sold 100% in Q3 2018
Q4 2018
Sold -3.14 Million shares
Sold 100% in Q4 2018
Q4 2018
Sold -500 Thousand shares
Sold 100% in Q4 2018
Q3 2022
Sold -7.28 Million shares
Sold 100% in Q3 2022
Q2 2014
Sold -4.5 Million shares
Sold 100% in Q2 2014
Q3 2011
Sold -1.65 Million shares
Sold 100% in Q3 2011
Q4 2008
Sold -300 Thousand shares
Sold 100% in Q4 2008
Q4 2008
Sold -500 Thousand shares
Sold 100% in Q4 2008
Q3 2019
Sold -12.5 Thousand shares
Sold 100% in Q3 2019
Q4 2022
Sold -100 Thousand shares
Sold 100% in Q4 2022
Q4 2022
Sold -3.9 Million shares
Sold 100% in Q4 2022
Q4 2022
Sold -3 Million shares
Sold 100% in Q4 2022
Q1 2023
Sold -4 Million shares
Sold 100% in Q1 2023
Q4 2023
Sold -15 Thousand shares
Sold 100% in Q4 2023
Q1 2007
Sold -615 Thousand shares
Sold 100% in Q1 2007
Q2 2018
Sold -2.16 Million shares
Sold 100% in Q2 2018
Q3 2023
Sold -1.68 Million shares
Sold 100% in Q3 2023
Q3 2007
Sold -550 Thousand shares
Sold 100% in Q3 2007
Q2 2023
Sold -1.15 Million shares
Sold 100% in Q2 2023
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