Smart Money Radar / Whales / Dan Loeb
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Dan Loeb

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

Event-driven activist with a sharp pen.

Reported value
$7B
40 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 · Sep 2023
PCG 14% MSFT 11% DHR 9% AMZN 9% BBWI 7% META 5% DD 5% J 4%
IFF 3%
+25 more 16%
SymbolValue% of bookvs prior quarter
PCG $917M 14% added
MSFT $703M 11% added
DHR $608M 9% trimmed
AMZN $595M 9% added
BBWI $468M 7% unchanged
META $330M 5% new
DD $310M 5% trimmed
ICE $263M 4% added
J $246M 4% added
unlisted $209M 3% unchanged
UBER $193M 3% added
AIG $179M 3% unchanged
OPCH $176M 3% added
IFF $169M 3% trimmed
unlisted $154M 2% new
TSM $154M 2% trimmed
TMUS $140M 2% new
VST $120M 2% added
GOOGL $118M 2% trimmed
RRX $93M 1% new
HTZ $92M 1% added
WCC $90M 1% unchanged
unlisted $51M 1% unchanged
unlisted $50M 1% new
TDS $39M 1% new
HTZWW $24M 0% added
AD $23M 0% new
FIS $17M 0% unchanged
unlisted $10M 0% unchanged
AUR $2M 0% unchanged
NPWR.WS $2M 0% unchanged
AUROW $587K 0% unchanged
unlisted $507K 0% unchanged
PUMP $159K 0% new
TMCWW $110K 0% unchanged
unlisted $63K 0% unchanged
unlisted $40K 0% unchanged
unlisted $16K 0% unchanged
unlisted $11K 0% unchanged
unlisted $9K 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.