Estimated from 13F holdings — long US equities only; follow-the-filing returns are net of an assumed 10 bps per unit of turnover.
About the fund
Third Point is a New York-based, employee-owned investment management firm founded in 1995 by Daniel S. Loeb. The firm provides discretionary investment advisory services to various private investment vehicles, including hedge funds, and employs an event-driven, opportunistic strategy to invest globally across the capital structure.
Investment approach
Third Point employs an opportunistic, event-driven approach to investing globally across the capital structure. The firm actively manages exposures based on risk-reward assessments and engages with companies to drive shareholder value, often through operational or portfolio changes. Its strategy involves fundamental research in both long and short equities, as well as credit, structured products, and venture capital.
History
Founded in 1995 by Daniel S. Loeb, Third Point has grown into a prominent investment firm known for its event-driven and activist strategies. Over the decades, the firm has expanded its reach globally and across various asset classes, including public equities, credit, and venture capital. It has maintained a significant presence in both U.S. and international markets, managing various hedge funds and investment vehicles.
Notable positions & campaigns
- Yahoo2013 — Third Point pushed for corporate change and the appointment of Marissa Mayer as CEO.
- Sony2013 — Third Point advocated for a spinoff of the company's entertainment and financial services divisions.
- Baxter International2015 — Third Point took a 7 percent stake and requested board seats, leading to governance changes.
Profile generated 2026-10-09 from public sources; may be incomplete or out of date.
- Founded by
- Daniel S. Loeb
- Founded
- 1995
- HQ
- New York City, United States
- Reported AUM
- $24.7bn (as of February 28, 2026)
- Website
- thirdpoint.com
Management
- Daniel S. LoebChief Executive Officer & Chief Investment Officer
- Josh TargoffPartner
- Ian WallacePartner and Co-Head of Credit
- Jonathan BergerCo-Head of Credit and CEO/CIO of TP Birch Grove
- Shalini SriramManaging Director & Head of Structured Credit
- Rob SchwartzManaging Partner, Third Point Ventures
- Chris TaylorHead of Private Credit
Holdings heatmap
Latest 13F (2026-06-30): top 40 positions grouped by sector, sized by weight, coloured by the change in weight since the previous 13F.
Holdings map
Each tile is a position, sized by reported value and coloured by the stock's own price return (red down, green up) — the LiquidRound / finviz-style map.
Copy portfolio vs SPY
Growth of $1 following each filing the trading day after it was filed.
Top holdings
Latest 13F (2026-06-30).
| # | Ticker | Value | Weight |
|---|---|---|---|
| 1 | WBD | $533M | 11.5% |
| 2 | AMZN | $417M | 9.0% |
| 3 | GOOGL | $366M | 7.9% |
| 4 | — | $235M | 5.1% |
| 5 | TDS | $232M | 5.0% |
| 6 | TSM | $220M | 4.7% |
| 7 | LYV | $208M | 4.5% |
| 8 | KEYS | $205M | 4.4% |
| 9 | SGI | $202M | 4.3% |
| 10 | XYZ | $194M | 4.2% |
| 11 | NSC | $189M | 4.1% |
| 12 | — | $167M | 3.6% |
| 13 | COF | $166M | 3.6% |
| 14 | HUT | $152M | 3.3% |
| 15 | CRS | $133M | 2.9% |
| 16 | APG | $121M | 2.6% |
| 17 | MTZ | $121M | 2.6% |
| 18 | TDG | $105M | 2.3% |
| 19 | DHR | $103M | 2.2% |
| 20 | UNP | $95M | 2.1% |
| 21 | TTMI | $94M | 2.0% |
| 22 | PFGC | $75M | 1.6% |
| 23 | GOOG | $66M | 1.4% |
| 24 | — | $60M | 1.3% |
| 25 | SYY | $48M | 1.0% |
Sector mix
Top-25 holdings by weight.
Changes this quarter
| Move | Ticker | Prev wt | Now wt |
|---|---|---|---|
| new | WBD | 0.0% | 11.5% |
| trimmed | AMZN | 19.4% | 9.0% |
| added | GOOGL | 2.4% | 7.9% |
| added | — | 9.6% | 5.1% |
| new | KEYS | 0.0% | 4.4% |
| new | XYZ | 0.0% | 4.2% |
| added | SGI | 8.1% | 4.3% |
| new | — | 0.0% | 3.6% |
| trimmed | CRS | 5.9% | 2.9% |
| added | NSC | 1.4% | 4.1% |
| exited | META | 2.5% | 0.0% |
| trimmed | MTZ | 4.9% | 2.6% |
| added | COF | 1.2% | 3.6% |
| new | TTMI | 0.0% | 2.0% |
| exited | GLD | 2.0% | 0.0% |
| new | PFGC | 0.0% | 1.6% |
| exited | NVDA | 1.6% | 0.0% |
| new | GOOG | 0.0% | 1.4% |
| added | APG | 3.9% | 2.6% |
| added | HUT | 2.0% | 3.3% |
Quarterly copy returns
Each 13F held from the day after filing until the next filing.
| 13F period | Copy | SPY | Alpha | Coverage |
|---|---|---|---|---|
| 2026-06-30 | -5.1% | +0.4% | -5.5% | 72% |
| 2026-03-31 | +0.6% | +4.9% | -4.3% | 87% |
| 2025-12-31 | +1.8% | +7.9% | -6.2% | 86% |
| 2025-09-30 | +5.9% | +3.4% | +2.5% | 84% |
| 2025-06-30 | -1.7% | +3.7% | -5.5% | 85% |
| 2025-03-31 | +3.4% | +8.6% | -5.2% | 83% |
| 2024-12-31 | -1.2% | -2.5% | +1.3% | 87% |
| 2024-09-30 | +4.6% | +4.7% | -0.1% | 93% |
| 2024-06-30 | +9.7% | +6.2% | +3.4% | 95% |
| 2024-03-31 | -2.0% | +4.9% | -6.9% | 96% |
| 2023-12-31 | +9.8% | +5.6% | +4.1% | 85% |
| 2023-09-30 | +17.1% | +12.1% | +5.0% | 86% |
| 2023-06-30 | +0.8% | +1.9% | -1.1% | 84% |
| 2023-03-31 | +3.8% | +8.4% | -4.6% | 84% |
| 2022-12-31 | -4.5% | -0.5% | -4.0% | 79% |
| 2022-09-30 | -0.4% | +4.4% | -4.7% | 70% |
Filing dates
- 2026-08-1413F-HR for 2026-06-30 · $4.7B · 43 rows
- 2026-05-1513F-HR for 2026-03-31 · $2.1B · 33 rows
- 2026-02-1713F-HR for 2025-12-31 · $7.3B · 44 rows
- 2025-11-1413F-HR for 2025-09-30 · $9.0B · 46 rows
- 2025-08-1413F-HR for 2025-06-30 · $7.6B · 51 rows
- 2025-05-1513F-HR for 2025-03-31 · $6.6B · 45 rows
- 2025-02-1413F-HR for 2024-12-31 · $7.4B · 43 rows
- 2024-11-1413F-HR for 2024-09-30 · $7.4B · 42 rows
- 2024-08-1413F-HR for 2024-06-30 · $8.7B · 44 rows
- 2024-05-1513F-HR for 2024-03-31 · $7.8B · 40 rows
- 2024-02-1413F-HR for 2023-12-31 · $6.6B · 37 rows
- 2023-11-1413F-HR for 2023-09-30 · $6.6B · 42 rows
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