What stocks does Daniel Loeb own?

As of the Q1 2026 13F filing, Daniel Loeb disclosed 33 positions. The largest holdings include AMZN (19.4%), TDS (13.3%), CRH (9.6%).

What is Daniel Loeb's largest holding?

AMZN (AMAZON COM INC), representing 19.4% of the disclosed portfolio.

How concentrated is Daniel Loeb's portfolio?

The top 5 holdings represent 56.3% of total portfolio value.

When did Daniel Loeb last file a 13F?

Daniel Loeb filed the most recent Form 13F-HR for the period ending 2026-03-31, dated May 15, 2026.

What changed in Daniel Loeb's portfolio last quarter?

Quarter-over-quarter changes: 31 new positions, 0 exits, 0 increased, 0 reduced.

About Daniel Loeb

**Daniel Loeb – Third Point LLC | Q1 2026 Institutional Profile**

Daniel Loeb serves as the founder and Chief Executive Officer of Third Point LLC, a New York-based hedge fund known for its event-driven and activist investment approach. As of the Q1 2026 13F filing dated May 15, 2026, Third Point's disclosed equity portfolio totals approximately $2.1 billion spread across 33 reported positions, reflecting a relatively concentrated book by institutional standards.

The latest filing shows the portfolio anchored by a 19.4% allocation to Amazon.com Inc (AMZN), followed by Telephone & Data Systems Inc (TDS) at 13.3%, CRH PLC (CRH) at 9.6%, Somnigroup International Inc (SGI) at 8.1%, and Carpenter Technology Corp (CRS) at 5.9%. Collectively, these five positions represent 56.3% of the total reported portfolio value. At the sector level, the largest classification is Unclassified, accounting for 60.3% of the portfolio — a categorization consistent with holdings that span non-standard or multi-segment classifications in 13F reporting frameworks. Third Point's filing profile is consistent with a sector rotator style, with exposure distributed across industrials, telecommunications, and technology-adjacent positions.

Quarter-over-quarter activity in Q1 2026 reflects a substantially rebuilt portfolio. The filing recorded 31 new positions, with zero exits, zero increased positions, and zero reduced positions reported. This pattern is consistent with a near-complete portfolio reconstruction relative to the prior quarter, rather than incremental adjustments to an existing set of holdings.

All data sourced from SEC 13F filings.

Frequently asked questions

What stocks does Daniel Loeb own?: As of the Q1 2026 13F filing, Daniel Loeb disclosed 33 positions. The largest holdings include AMZN (19.4%), TDS (13.3%), CRH (9.6%).
What is Daniel Loeb's largest holding?: AMZN (AMAZON COM INC), representing 19.4% of the disclosed portfolio.
What sectors is Daniel Loeb exposed to?: The portfolio's largest sector exposures are Unclassified (60.3%), Consumer Discretionary (19.4%), Communication Services (8.3%). 7 sectors are represented in total.
How concentrated is Daniel Loeb's portfolio?: The top 5 holdings represent 56.3% of total portfolio value.
When did Daniel Loeb last file a 13F?: Daniel Loeb filed the most recent Form 13F-HR for the period ending 2026-03-31, dated May 15, 2026.
What changed in Daniel Loeb's portfolio last quarter?: Quarter-over-quarter changes: 31 new positions, 0 exits, 0 increased, 0 reduced.

Daniel Loeb

Name: Daniel Loeb — 13F Portfolio Holdings
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Third Point LLC · Activist / event-driven

Latest filingQ1 2026· filed May 15, 2026· report period Mar 31, 2026

View on SEC EDGAR ↗

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

Portfolio Value

$2.1B

Holdings: 33
Turnover (LTM): 59%
Persistence (QoQ): 86%
First 13F: Q4 2025

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Investor Fingerprint

Daniel Loeb

v1 · 4-axis

LowHigh

Descriptive snapshot computed from this investor's most recent public 13F filing dated 2026-03-31. Educational research, not investment advice.

Portfolio DNA

Categorical breakdown from this investor's 13F. Hover any row for the formula.

Concentrated
High
Even Weights
Moderate
Sector-Focused
High
Active Manager
High
Persistent Thesis
Very High
Tech-Heavy
High

Six descriptive labels derived from public 13F data. Additional axes (Value, Quality, Growth, Dividends) require fundamentals data and ship in v2.

56%

Concentration

Top 5 Holdings · 56%

Concentrated

Investor Style

Sector Rotator

Bets on sectors more than specific names; rotates as themes shift.

Fingerprint SummaryAI-generated · educational research only

The portfolio shows moderate concentration with top-5 holdings representing 56.3% of assets across 33 positions, while maintaining relatively balanced position sizing (HHI of 8.7). Sector rotation activity is evident through 58.6% annual turnover paired with 86% position persistence quarter-over-quarter, indicating selective rebalancing rather than wholesale portfolio restructuring. Technology and AI-related exposure comprises 36.8% of the portfolio, with sector tilts accounting for 41.3 of the fingerprint score.

AI-generated analysis. This summary is produced by an automated language model from public regulatory filings. It may contain errors, omissions, or outdated information, and is provided for educational research only — not as financial, legal, or tax advice, a recommendation, or a solicitation to buy or sell any security.

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Investor Macro Outlook™

Pro

Portfolio-positioning signal · 2026-Q1 · based on public filings

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See the implied macro positioning of every tracked super investor — inflation view, GDP outlook, rate bias, growth vs value tilt, and more. Derived from public 13F filing data. For research purposes only.

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Inferred from public filing data. For informational purposes only. Not financial advice.

Investor Inflation & Dollar Outlook™

Portfolio-positioning signal · based on public 13F filings · not investment advice

ConfidenceHigh (70%)

Inflation

26/100

Falling Inflation Bias

← FallingNeutralRising →

Key moves: GLD

U.S. Dollar

40/100

Neutral Dollar Bias

← StrongNeutralWeak →

Key moves: GLD

Portfolio allocation is concentrated in defensive and long-duration assets, sectors that have historically performed well in lower-inflation environments. Dollar-sensitive positioning is broadly balanced, without a strong directional tilt toward either dollar-strength or dollar-weakness assets based on current observable holdings. This analysis is based on public 13F filing data and observable portfolio positioning only. It is for informational purposes only and should not be considered investment advice.

This analysis is based on public filings and portfolio positioning. It is for informational purposes only and should not be considered investment advice. Scores represent implied views inferred from observable 13F sector weights and quarter-over-quarter changes only — not predictions or guaranteed forecasts.

Portfolio Analytics™

Based on latest 13F

/100

Concentration Score™

Highly Concentrated

Top 5 → 56%

Top 10 → 78%

Largest Position

AMZN

AMAZON COM INC

19.4%of portfolio

$404M market value

Conviction Holdings

Positions > 5% of portfolio

AMZN19.4%
TDS13.3%
CRH9.6%
SGI8.1%
CRS5.9%

Top 10 Holdings

#	Stock	% Portfolio	Cumulative
1	AMZN AMAZON COM INC	19.4%	19.4%
2	TDS TELEPHONE & DATA SYS INC	13.3%	32.7%
3	CRH CRH PLC	9.6%	42.3%
4	SGI SOMNIGROUP INTERNATIONAL INC	8.1%	50.4%
5	CRS CARPENTER TECHNOLOGY CORP	5.9%	56.3%
6	MTZ MASTEC INC	4.9%	61.2%
7	DHR DANAHER CORP DEL	4.8%	66.0%
8	TSM TAIWAN SEMICONDUCTOR MANUFAC	4.5%	70.4%
9	APG API GROUP CORP	4.0%	74.4%
10	LYV LIVE NATION ENTERTAINMENT IN	3.4%	77.8%

Sector Allocation

Unclassified60.3%
Consumer Discretionary19.4%
Communication Services8.3%
Health Care4.8%
Information Technology4.6%
Industrials1.4%
Financial Services1.2%

Unclassified60.3%

Consumer Discretionary19.4%

Communication Services8.3%

Health Care4.8%

Information Technology4.6%

Industrials1.4%

+1 more sectors

About

Founder of Third Point. Known for activist campaigns and pointed letters to corporate management.

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Top 10 holdings

AMZNAMAZON COM INC
$404M19.4%
TDSTELEPHONE & DATA SYS INC
$277.9M13.3%
CRHCRH PLC
$199.7M9.6%
SGISOMNIGROUP INTERNATIONAL INC
$167.9M8.1%
CRSCARPENTER TECHNOLOGY CORP
$122.2M5.9%
MTZMASTEC INC
$103M4.9%
DHRDANAHER CORP DEL
$99.5M4.8%
TSMTAIWAN SEMICONDUCTOR MANUFAC
$92.9M4.5%
APGAPI GROUP CORP
$82.3M4.0%
LYVLIVE NATION ENTERTAINMENT IN
$70.9M3.4%

Sector exposure

Unclassified60.3%
Consumer Discretionary19.4%
Communication Services8.3%
Health Care4.8%
Information Technology4.6%
Industrials1.4%
Financial Services1.2%

New positions

Ticker unavailableCUSIP 655844108NORFOLK SOUTHN CORP
New
Ticker unavailableCUSIP 907818108UNION PAC CORP
New
Ticker unavailableCUSIP 92189F676VANECK ETF TRUST
New
AMZNAMAZON COM INC
New
APGAPI GROUP CORP
New
ASMLASML HLDG NV
New

Why this matters

Why a new position matters

Opening a new position can suggest the manager sees value or a thesis worth committing capital to. It does not necessarily mean they are bullish on the broader market — concentrated managers add positions infrequently while quants may rotate constantly.

Educational research only. Not financial advice.

Increased

No increased positions.

Reduced

No reduced positions.

Sold out

No exited positions.

Current holdings

Reported portfolio value: $2.1B

Reported values come from public SEC filings and may be delayed up to 45 days. Not investment advice.

Sourced from SEC EDGAR public filings

Ticker	Company	Shares	Reported position valuei	Portfolio weighti	Delta Shares	Status
AMZN	AMAZON COM INC	1.9M	$404M	19.40%	—	New
TDS	TELEPHONE & DATA SYS INC	6.6M	$277.9M	13.34%	—	New
CRH	CRH PLC	1.9M	$199.7M	9.59%	—	New
SGI	SOMNIGROUP INTERNATIONAL INC	2.3M	$167.9M	8.06%	—	New
CRS	CARPENTER TECHNOLOGY CORP	310K	$122.2M	5.87%	—	New
MTZ	MASTEC INC	320K	$103M	4.94%	—	New
DHR	DANAHER CORP DEL	525K	$99.5M	4.78%	—	New
TSM	TAIWAN SEMICONDUCTOR MANUFAC	275K	$92.9M	4.46%	—	New
APG	API GROUP CORP	2M	$82.3M	3.95%	—	New
LYV	LIVE NATION ENTERTAINMENT IN	465K	$70.9M	3.40%	—	New
META	META PLATFORMS INC	90K	$51.5M	2.47%	—	New
GOOGL	ALPHABET INC	175K	$50.3M	2.42%	—	New
GLD	SPDR GOLD TR	95K	$40.9M	1.96%	—	New
HUT	HUT 8 CORP	869.6K	$40.8M	1.96%	—	New
NVDA	NVIDIA CORPORATION	190K	$33.1M	1.59%	—	New
TDG	TRANSDIGM GROUP INC	25K	$29M	1.39%	—	New
Ticker unavailableCUSIP 655844108	NORFOLK SOUTHN CORP	100K	$28.7M	1.38%	—	New
COF	CAPITAL ONE FINL CORP	140K	$25.5M	1.23%	—	New
Ticker unavailableCUSIP 907818108	UNION PAC CORP	100K	$24.3M	1.16%	—	New
SRTA	STRATA CRITICAL MEDICAL INC	5M	$20.9M	1.00%	—	New
KLAC	KLA CORP	11K	$16.2M	0.78%	—	New
LRCX	LAM RESEARCH CORP	75K	$16M	0.77%	—	New
ASML	ASML HLDG NV	12K	$15.8M	0.76%	—	New
AVGO	BROADCOM INC	50K	$15.5M	0.74%	—	New
Ticker unavailableCUSIP 92189F676	VANECK ETF TRUST	40K	$15.3M	0.74%	—	New
SN	SHARKNINJA INC	130.5K	$13.8M	0.66%	—	New
HTZ	HERTZ GLOBAL HLDGS INC	4M	$9.1M	0.43%	—	New
SPRY	ARS PHARMACEUTICALS INC	1M	$8M	0.39%	—	New
AUR	AURORA INNOVATION INC	1M	$4.3M	0.20%	—	New
FLYX	FLYEXCLUSIVE INC	1M	$2.3M	0.11%	—	New
CTEV	CLARITEV CORPORATION	44K	$719K	0.03%	—	New
AUR	AURORA INNOVATION INC	1.8M	$365.2K	0.02%	—	New
FLYX	FLYEXCLUSIVE INC	367.5K	$88.2K	0.00%	—	New

AMZNNew
AMAZON COM INC
Position value
$404M
Portfolio %
19.40%
Delta Shares
—
TDSNew
TELEPHONE & DATA SYS INC
Position value
$277.9M
Portfolio %
13.34%
Delta Shares
—
CRHNew
CRH PLC
Position value
$199.7M
Portfolio %
9.59%
Delta Shares
—
SGINew
SOMNIGROUP INTERNATIONAL INC
Position value
$167.9M
Portfolio %
8.06%
Delta Shares
—
CRSNew
CARPENTER TECHNOLOGY CORP
Position value
$122.2M
Portfolio %
5.87%
Delta Shares
—
MTZNew
MASTEC INC
Position value
$103M
Portfolio %
4.94%
Delta Shares
—
DHRNew
DANAHER CORP DEL
Position value
$99.5M
Portfolio %
4.78%
Delta Shares
—
TSMNew
TAIWAN SEMICONDUCTOR MANUFAC
Position value
$92.9M
Portfolio %
4.46%
Delta Shares
—
APGNew
API GROUP CORP
Position value
$82.3M
Portfolio %
3.95%
Delta Shares
—
LYVNew
LIVE NATION ENTERTAINMENT IN
Position value
$70.9M
Portfolio %
3.40%
Delta Shares
—
METANew
META PLATFORMS INC
Position value
$51.5M
Portfolio %
2.47%
Delta Shares
—
GOOGLNew
ALPHABET INC
Position value
$50.3M
Portfolio %
2.42%
Delta Shares
—
GLDNew
SPDR GOLD TR
Position value
$40.9M
Portfolio %
1.96%
Delta Shares
—
HUTNew
HUT 8 CORP
Position value
$40.8M
Portfolio %
1.96%
Delta Shares
—
NVDANew
NVIDIA CORPORATION
Position value
$33.1M
Portfolio %
1.59%
Delta Shares
—
TDGNew
TRANSDIGM GROUP INC
Position value
$29M
Portfolio %
1.39%
Delta Shares
—
Ticker unavailableCUSIP 655844108New
NORFOLK SOUTHN CORP
Position value
$28.7M
Portfolio %
1.38%
Delta Shares
—
COFNew
CAPITAL ONE FINL CORP
Position value
$25.5M
Portfolio %
1.23%
Delta Shares
—
Ticker unavailableCUSIP 907818108New
UNION PAC CORP
Position value
$24.3M
Portfolio %
1.16%
Delta Shares
—
SRTANew
STRATA CRITICAL MEDICAL INC
Position value
$20.9M
Portfolio %
1.00%
Delta Shares
—
KLACNew
KLA CORP
Position value
$16.2M
Portfolio %
0.78%
Delta Shares
—
LRCXNew
LAM RESEARCH CORP
Position value
$16M
Portfolio %
0.77%
Delta Shares
—
ASMLNew
ASML HLDG NV
Position value
$15.8M
Portfolio %
0.76%
Delta Shares
—
AVGONew
BROADCOM INC
Position value
$15.5M
Portfolio %
0.74%
Delta Shares
—
Ticker unavailableCUSIP 92189F676New
VANECK ETF TRUST
Position value
$15.3M
Portfolio %
0.74%
Delta Shares
—
SNNew
SHARKNINJA INC
Position value
$13.8M
Portfolio %
0.66%
Delta Shares
—
HTZNew
HERTZ GLOBAL HLDGS INC
Position value
$9.1M
Portfolio %
0.43%
Delta Shares
—
SPRYNew
ARS PHARMACEUTICALS INC
Position value
$8M
Portfolio %
0.39%
Delta Shares
—
AURNew
AURORA INNOVATION INC
Position value
$4.3M
Portfolio %
0.20%
Delta Shares
—
FLYXNew
FLYEXCLUSIVE INC
Position value
$2.3M
Portfolio %
0.11%
Delta Shares
—
CTEVNew
CLARITEV CORPORATION
Position value
$719K
Portfolio %
0.03%
Delta Shares
—
AURNew
AURORA INNOVATION INC
Position value
$365.2K
Portfolio %
0.02%
Delta Shares
—
FLYXNew
FLYEXCLUSIVE INC
Position value
$88.2K
Portfolio %
0.00%
Delta Shares
—

Sector breakdown

Unclassified60.3%
Consumer Discretionary19.4%
Communication Services8.3%
Health Care4.8%
Information Technology4.6%
Industrials1.4%
Financial Services1.2%

Filing history

13F-HR · Q1 2026
Filed May 15, 2026
View on SEC ↗

1 earlier filing available on Pro. Upgrade for full quarter-over-quarter history →