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Focused investors/Daniel Loeb

Daniel Loeb - Third Point

As of Q1 2026, this manager reported 33 long-equity positions worth $2.08B in aggregate.

As of Q1 2026, Daniel Loeb's Third Point held 33 long-equity positions with a reported value of $2.08B.

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Reported portfolio value

This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.

Latest: $2.08B
Peak: $18.31B (Q3 2021)
Positions: 33
Reported portfolio value by quarterQuarterly total reported 13F value for this manager.$0$5B$10B$15B$20B2009201220152018202020232026PeriodReported value
Quarterly rows

This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.

PeriodFiledHoldingsTotal valueDelta value
Q1 20262026-03-3133$2.08B-$5.18B(-71.3%)
Q4 20252025-12-3143$7.26B-$1.11B(-13.2%)
Q3 20252025-09-3043$8.37B+$761.56M(+10.0%)
Q2 20252025-06-3050$7.61B+$1.25B(+19.7%)
Q1 20252025-03-3143$6.36B-$1.08B(-14.5%)
Q4 20242024-12-3142$7.43B+$611.64K(+0.0%)
Q3 20242024-09-3042$7.43B-$1.31B(-15.0%)
Q2 20242024-06-3044$8.74B+$902.09M(+11.5%)
Q1 20242024-03-3139$7.84B+$1.2B(+18.0%)
Q4 20232023-12-3137$6.64B+$44.91M(+0.7%)
Q3 20232023-09-3041$6.59B-$231.69M(-3.4%)
Q2 20232023-06-3045$6.82B+$713.4M(+11.7%)
Q1 20232023-03-3146$6.11B+$149.58M(+2.5%)
Q4 20222022-12-3143$5.96B+$451.72M(+8.2%)
Q3 20222022-09-3059$5.51B+$1.29B(+30.4%)
Q2 20222022-06-3058$4.22B-$3.46B(-45.0%)
Q1 20222022-03-3175$7.68B-$6.63B(-46.3%)
Q4 20212021-12-3191$14.32B-$3.99B(-21.8%)
Q3 20212021-09-30112$18.31B+$1.24B(+7.2%)
Q2 20212021-06-30125$17.07B+$2.23B(+15.0%)
Q1 20212021-03-31125$14.84B+$1.87B(+14.4%)
Q4 20202020-12-3174$12.97B+$3.01B(+30.3%)
Q3 20202020-09-3046$9.96B+$2.68B(+36.7%)
Q2 20202020-06-3035$7.28B+$1.02B(+16.2%)
Q1 20202020-03-3130$6.27B-$2.43B(-27.9%)
Q4 20192019-12-3137$8.7B+$279.5M(+3.3%)
Q3 20192019-09-3040$8.42B-$121.83M(-1.4%)
Q2 20192019-06-3042$8.54B-$454.53M(-5.1%)
Q1 20192019-03-3131$8.99B+$2.49B(+38.2%)
Q4 20182018-12-3122$6.51B-$7.8B(-54.5%)
Q3 20182018-09-3031$14.31B-$45.59M(-0.3%)
Q2 20182018-06-3038$14.35B+$1.03B(+7.8%)
Q1 20182018-03-3139$13.32B-$536.42M(-3.9%)
Q4 20172017-12-3143$13.86B+$1.96B(+16.5%)
Q3 20172017-09-3037$11.9B+$614.46M(+5.4%)
Q2 20172017-06-3032$11.28B+$1.03B(+10.1%)
Q1 20172017-03-3137$10.25B+$59.61M(+0.6%)
Q4 20162016-12-3138$10.19B-$1.31B(-11.4%)
Q3 20162016-09-3038$11.5B+$1.01B(+9.6%)
Q2 20162016-06-3039$10.49B-$364.77M(-3.4%)
Q1 20162016-03-3135$10.86B+$1B(+10.2%)
Q4 20152015-12-3127$9.85B-$680.14M(-6.5%)
Q3 20152015-09-3028$10.53B-$83.75M(-0.8%)
Q2 20152015-06-3043$10.62B-$201.18M(-1.9%)
Q1 20152015-03-3141$10.82B-$247.32M(-2.2%)
Q4 20142014-12-3139$11.07B+$2.35B(+27.0%)
Q3 20142014-09-3039$8.71B+$580.6M(+7.1%)
Q2 20142014-06-3041$8.13B+$1.33B(+19.5%)
Q1 20142014-03-3145$6.81B+$1.01B(+17.3%)
Q4 20132013-12-3141$5.8B+$1.71B(+41.8%)
Q3 20132013-09-3037$4.09B-$321.29M(-7.3%)
Q2 20132013-06-3027$4.41B-$897.29M(-16.9%)
Q1 20132013-03-3138$5.31B-$151.54M(-2.8%)
Q4 20122012-12-3139$5.46B+$393.65M(+7.8%)
Q3 20122012-09-3039$5.07B+$5.07B(+6719968.9%)
Q2 20122012-06-301$75.44K-$4.06B(-100.0%)
Q1 20122012-03-3142$4.06B+$1.56B(+62.6%)
Q4 20112011-12-3139$2.5B+$387.87M(+18.4%)
Q3 20112011-09-3034$2.11B-$589.02M(-21.8%)
Q2 20112011-06-3041$2.7B+$383.89M(+16.6%)
Q1 20112011-03-3150$2.31B+$435.05M(+23.2%)
Q4 20102010-12-3154$1.88B+$836.14M(+80.2%)
Q3 20102010-09-3033$1.04B+$120.59M(+13.1%)
Q2 20102010-06-3026$922.44M-$482.6M(-34.3%)
Q1 20102010-03-3139$1.41B+$1.41B(+17587170.0%)
Q4 20092009-12-311$7.99K-