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User

Daniel Loeb

Third Point

Daniel Loeb Apollo Global Management LLC, CL-A stake

total: 588

Third Point APO trades

Total transactions:
8
New positions:
1
Sold out:
1
Added:
2
Reduced:
4
Held since:
2023 Q4
Held for:
8 quarters
Latest activity:
2025 Q4
According to 2026 Q2 report, Daniel Loeb doesn't hold any Apollo Global Management LLC, CL-A (APO) shares. To date, the estimated cost basis is nearly $117.02 for "buy" trades and estimated average "sell" price is $142.35. Third Point first purchased APO in 2023 Q4, initially acquiring 900,000 shares. Since the initial investment in Apollo Global Management LLC, CL-A (APO), Third Point has made 7 more transactions.

When did Daniel Loeb sell Apollo Global Management LLC, CL-A (APO)?

Daniel Loeb sold off the entire Apollo Global Management LLC, CL-A (APO) position in 2025 Q4.

When did Daniel Loeb buy Apollo Global Management LLC, CL-A (APO)?

Daniel Loeb first invested in Apollo Global Management LLC, CL-A (APO) in 2023 Q4 at the reported quarter-end price of $93.19 per share.

What's the cost basis of Third Point's APO stake?

The estimated cost basis for Apollo Global Management LLC, CL-A (APO) stake is around $117.02 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$117.02
Weighted AVG sell price:
$142.34

Daniel Loeb's historical trades in Apollo Global Management LLC, CL-A

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
0.00%
0
$133.27
-100% (-650,000)
-1.03%
2025 Q3
1.03%
650,000
$133.27
$86,625,500
-49.02% (-625,000)
-1.09%
2025 Q2
2.37%
1,275,000
$141.87
$180,884,250
-15.00% (-225,000)
-0.5%
2025 Q1
3.23%
1,500,000
$136.94
$205,410,000
+275.00% (+1,100,000)
+2.37%
2024 Q4
0.89%
400,000
$165.16
$66,064,000
-57.89% (-550,000)
-1.22%
2024 Q3
1.60%
950,000
$124.91
$118,664,500
-5.00% (-50,000)
-0.07%
2024 Q1
1.44%
1,000,000
$112.45
$112,450,000
+11.11% (+100,000)
+0.14%
2023 Q4
1.26%
900,000
$93.19
$83,871,000
new
+1.26%
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.