Daniel Loeb recent buys & sells (2025 Q2)
Third Point
Third Point Portfolio Changes
Purchase & sale details
- Portfolio value:
- $7.62B (+$1B)
- Previous value:
- $6.37B
- # of changes:
- 50
- New positions:
- 16
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 14 Aug 2025
Third Point has disclosed a total of 50 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 13, bought 16 totally new, decreased the number of shares of 12 and completely sold out 9 position(s).
What stocks did Daniel Loeb buy in 2025 Q2?
During 2025 Q2 Daniel Loeb has bought 29 securities out of which top 5 purchases (by % change to portfolio) were (AMZN) Amazon.com Inc (added shares +15.32%), (NVDA) NVIDIA Corp (added shares +93.10%), (COF) Capital One Financial Corp (added shares +71.83%), (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +10.31%) and (BN) Brookfield Corp (added shares +10.26%).
In the 2025 Q2 report(s) the following changes have been made to the top investments: (AMZN) Amazon.com Inc (added shares +15.32%), (NVDA) NVIDIA Corp (added shares +93.10%), (COF) Capital One Financial Corp (added shares +71.83%) and (TSM) Taiwan Semiconductor Manufacturing (reduced shares -19.66%).
50 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Ardent Health Partners, Inc
|
new
|
+75,000
|
75,000
|
+0.01%
|
$13.66
|
-9.88%($12.31)
|
0.01%
|
2025 Q2
|
~0.25 years
|
|
|
|
Ategrity Specialty Insurance Company Holdings
|
new
|
+50,000
|
50,000
|
+0.01%
|
$21.52
|
+9.20%($23.50)
|
0.01%
|
2025 Q2
|
~0.25 years
|
|
|
|
Chart Industries Inc
|
new
|
+215,000
|
215,000
|
+0.46%
|
$164.65
|
|
0.46%
|
2025 Q2
|
~0.25 years
|
|
|
|
Claritev Corp
|
new
|
+30,000
|
30,000
|
+0.02%
|
$45.13
|
-47.71%($23.60)
|
0.02%
|
2025 Q2
|
~0.25 years
|
|
|
|
Comfort Systems USA Inc
|
new
|
+185,000
|
185,000
|
+1.3%
|
$536.21
|
+117.44%($1,165.91)
|
1.30%
|
2025 Q2
|
~0.25 years
|
|
|
|
Danaher Corp
|
new
|
+500,000
|
500,000
|
+1.3%
|
$197.54
|
+15.15%($227.47)
|
1.30%
|
2025 Q2
|
~0.25 years
|
|
|
|
DocuSign Inc
|
new
|
+625,000
|
625,000
|
+0.64%
|
$77.89
|
+9.00%($84.90)
|
0.64%
|
2025 Q2
|
~0.25 years
|
|
|
|
Flowserve Corp
|
new
|
+1,195,000
|
1,195,000
|
+0.82%
|
$52.35
|
+30.11%($68.12)
|
0.82%
|
2025 Q2
|
~0.25 years
|
|
|
|
Meta Platforms Inc
|
new
|
+150,000
|
150,000
|
+1.45%
|
$738.09
|
-12.62%($644.97)
|
1.45%
|
2025 Q2
|
~0.25 years
|
|
|
|
Mr. Cooper Group Inc
|
new
|
+925,000
|
925,000
|
+1.81%
|
$149.21
|
|
1.81%
|
2025 Q2
|
~0.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".