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 | |
Daniel Loeb | |
| Third Point, LLC | |
| Last update 2021-09-23 | 125 Stocks (34 new) |
| Value $17.07 Bil | Turnover 23 % |
| Guru Portfolio Report Download | |
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.
Third Point, LLC has disclosed 125 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-06-30. The current portfolio value is calculated to be $17.07 Bil. The turnover rate is 23%.
In Daniel Loeb's current portfolio as of 2021-06-30, the top 5 holdings are
Upstart Holdings Inc (UPST), SentinelOne Inc (S), PG&E Corp (PCG), Intel Corp (INTC), Danaher Corp (DHR), not including call and put options.
Daniel Loeb did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Daniel Loeb, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Daniel Loeb, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Daniel Loeb.
Daniel Loeb's Top Stock Picks
View Full List
| Ticker | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares |
|---|
Add to your portfolio
Daniel Loeb Total Holding History ($B)
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Daniel Loeb's Asset Allocation
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Daniel Loeb Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Daniel Loeb's Hypothetical Growth since 2021-06-30
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Daniel Loeb's Yearly Returns
| Year | Portfolio % | S&P500 % | Excess Gain % |
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Daniel Loeb's Holdings Heat Map
Daniel Loeb's Holdings Bubble Chart
Commentaries and Stories
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