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Daniel Loeb's Third Point increased its HUT position by 51%, from 1.96% to 3.26% of the portfolio.

Now holds 1,315,000 shares worth $151.81M.
Published · Based on SEC filings

Low impact
Major add
2026 Q2

Daniel Loeb's Third Point increased its Hut 8 Corp (HUT) position by 51% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 870K to 1.32M shares, worth about $151.8M, and from 1.96% to 3.26% of the reported portfolio.

What did the 2026 Q2 filing report for HUT?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 870K 1.32M
Shares added +445K (51%)
Reported value $40.8M $151.8M
Portfolio weight 1.96% 3.26%
Rank in portfolio 14th of 40

How much did Daniel Loeb add to HUT?

Daniel Loeb added 445K shares of HUT during 2026 Q2, taking the stake from 870K to 1.32M. The reported value of the position rose by about $111M, from about $40.8M to about $151.8M.

Where does HUT sit in the Daniel Loeb portfolio?

HUT ranks 14th of 40 stock positions in the Daniel Loeb portfolio at 3.26%, above the fund's average stock position of 2%. The HUT addition was the 20th largest of the quarter's 42 position changes by percent change to portfolio. The largest stock position is WBD at 11.46%. Next come AMZN at 8.97% and GOOGL at 7.88%. The three largest stocks together are 28.31% of the book. Across the 2026 Q2 portfolio, Daniel Loeb reported 40 stock positions, with 16 opened and 9 closed. The total portfolio value is about $4.7B, up 123% from the prior quarter.

Daniel Loeb buys and sells, 2026 Q2

How long has Daniel Loeb held HUT?

Daniel Loeb first reported HUT in the quarter ended March 31, 2026. Every reported trade is on the Daniel Loeb HUT trade history page.

Daniel Loeb shares of HUT by quarter

FAQ

How many HUT shares did Daniel Loeb buy in 2026 Q2?

Daniel Loeb added 445K shares of HUT, a 51% increase, to 1.32M shares.

What is the HUT position of Daniel Loeb worth now?

The HUT position of Daniel Loeb is worth about $151.8M at June 30, 2026 prices, 3.26% of the portfolio.

Is HUT a top holding of Daniel Loeb?

HUT ranks 14th of 40 stock positions in the Daniel Loeb portfolio, at 3.26%.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst