Smart Money Radar / Whales / Dan Loeb
D

Dan Loeb

Third Point LLC · Holdings as of Jun 30, 2023, filed by Aug 15, 2023 · US long stock positions only

Event-driven activist with a sharp pen.

Reported value
$7B
45 positions shown
Copycat since 2016
2.43x
9% per year
vs SPY
behind
SPY 3.57x same window
Top position
PCG
14% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Dan Loeb 2.43x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Jun 2023
PCG 14% DHR 9% AMZN 8% BBWI 8% MSFT 8%
+30 more 22%
SymbolValue% of bookvs prior quarter
PCG $933M 14% trimmed
DHR $624M 9% trimmed
AMZN $534M 8% new
BBWI $519M 8% unchanged
MSFT $518M 8% added
DD $329M 5% added
TSM $247M 4% new
BABA $246M 4% added
NVDA $212M 3% new
IFF $211M 3% added
ICE $209M 3% new
unlisted $201M 3% unchanged
HCA $182M 3% trimmed
GOOGL $171M 2% trimmed
AIG $170M 2% unchanged
J $161M 2% added
unlisted $144M 2% added
unlisted $139M 2% new
AMD $137M 2% added
HTZ $135M 2% added
UBER $120M 2% new
OPCH $114M 2% new
WCC $112M 2% added
MU $98M 1% added
VST $87M 1% added
unlisted $70M 1% unchanged
unlisted $51M 1% new
unlisted $41M 1% unchanged
HTZWW $30M 0% new
unlisted $27M 0% new
unlisted $20M 0% unchanged
FIS $16M 0% new
unlisted $10M 0% trimmed
AUR $3M 0% unchanged
NPWR.WS $2M 0% new
AUROW $918K 0% unchanged
unlisted $312K 0% unchanged
TMCWW $196K 0% unchanged
unlisted $150K 0% unchanged
unlisted $112K 0% unchanged
unlisted $54K 0% unchanged
unlisted $50K 0% unchanged
unlisted $48K 0% unchanged
unlisted $48K 0% unchanged
unlisted $31K 0% unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.