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Daniel Loeb - Third Point
Daniel Loeb - Third PointFecha: 30 Sep 2025Inversiones: 41Valor: $8,302,906,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
PCG - PG&E Corp.
13.35
Reduce 7.44%
49,750,000
$19.77
$983,558,000
$17.17
-13.15%
$15.89
$21.69
AMZN - Amazon.com Inc.
9.35
Reduce 27.45%
3,700,000
$186.33
$689,421,000
$218.94
17.50%
$149.91
$233.00
DHR - Danaher Corp.
7.36
Reduce 4.88%
1,950,000
$278.02
$542,139,000
$235.07
-15.45%
$221.57
$281.10
VST - Vistra Corp.
5.11
Reduce 28.97%
3,175,000
$118.54
$376,365,000
$166.73
40.65%
$37.70
$169.19
BBWI - Bath & Body Works Inc.
5.10
Reduce 1.59%
11,785,000
$31.92
$376,177,000
$36.41
14.07%
$26.03
$52.11
MSFT - Microsoft Corp.
5.08
Reduce 44.94%
870,000
$430.30
$374,361,000
$418.95
-2.64%
$377.56
$466.57
ICE - Intercontinental Exchange Inc.
4.54
Add 108.50%
2,085,000
$160.64
$334,934,000
$142.80
-11.11%
$123.12
$167.50
META - Meta Platforms Inc.
4.23
Reduce 50.45%
545,000
$572.44
$311,980,000
$615.86
7.59%
$357.25
$637.89
TSM - Taiwan Semiconductor S.A.
4.19
Reduce 12.10%
1,780,000
$173.67
$309,133,000
$208.37
19.98%
$98.20
$222.20
LYV - Live Nation Inc.
3.48
Add 71.43%
2,340,000
$109.49
$256,207,000
$128.51
17.37%
$86.67
$141.18
BN - Brookfield Corp.
3.41
Buy
4,725,000
$53.15
$251,134,000
$54.91
3.31%
$37.53
$62.35
CPAY - Corpay Inc.
3.25
765,000
$312.76
$239,261,000
$348.39
11.39%
$247.10
$385.30
AAPL - Apple Inc.
2.94
Reduce 52.31%
930,000
$233.00
$216,690,000
$236.85
1.65%
$163.48
$260.10
J - Jacobs Solutions Inc.
2.93
Reduce 5.35%
1,650,000
$130.90
$215,985,000
$132.35
1.11%
$107.04
$150.54
CNK - Cinemark Holdings Inc.
2.64
7,000,000
$27.84
$194,880,000
$30.16
8.33%
$13.19
$36.28
FERG - Ferguson Enterprises Inc.
2.60
965,000
$198.57
$191,620,000
$169.75
-14.51%
$169.64
$222.16
CRH - CRH plc
2.58
Add 215.38%
2,050,000
$92.74
$190,117,000
$91.78
-1.04%
$65.36
$104.23
ROP - Roper Technologies Inc.
1.81
240,000
$556.44
$133,546,000
$502.71
-9.66%
$502.10
$579.15
FLUT - Flutter Entertainment Plc
1.64
Buy
510,000
$237.28
$121,013,000
$254.00
7.05%
$158.43
$284.79
APO - Apollo Global Management
1.61
Reduce 5.00%
950,000
$124.91
$118,665,000
$155.39
24.40%
$92.81
$189.49
LPLA - LPL Financial Holdings Inc.
1.53
Buy
485,000
$232.63
$112,826,000
$330.41
42.03%
$186.73
$344.86
CRS - Carpenter Technology
1.43
Buy
660,000
$159.58
$105,323,000
$185.96
16.53%
$58.56
$198.24
TSLA - Tesla Inc.
1.42
Buy
400,000
$261.63
$104,652,000
$394.74
50.88%
$138.80
$488.54
APH - Amphenol Corp.
1.41
Reduce 42.86%
1,600,000
$65.16
$104,256,000
$70.20
7.73%
$46.98
$75.61
CVS - CVS Health Corp.
1.34
Buy
1,575,000
$62.88
$99,036,000
$48.01
-23.65%
$43.56
$78.21
HES - Hess Corp.
1.15
625,000
$135.80
$84,875,000
$142.41
4.87%
$122.87
$162.26
ANSS - ANSYS Inc.
1.10
Buy
255,000
$318.63
$81,251,000
$337.81
6.02%
$289.82
$363.03
EQT - EQT Corp.
0.97
1,950,000
$36.64
$71,448,000
$49.00
33.73%
$29.74
$50.03
TDS - Telephone & Data Systems
0.91
Add 26.87%
2,875,000
$23.25
$66,844,000
$32.99
41.89%
$13.46
$35.35
GB - Global Blue Group Holding AG
0.62
8,387,601
$5.47
$45,880,000
$7.45
36.20%
$4.10
$8.00
USM - United States Cellular Corp.
0.40
545,344
$54.65
$29,803,000
$60.86
11.36%
$32.01
$68.31
HE - Hawaiian Electric Industries
0.20
Buy
1,535,000
$9.68
$14,859,000
$8.18
-15.50%
$7.61
$18.19
HTZWW - Hertz Global Hldgs Inc. WTS
0.12
3,970,000
$2.19
$8,694,000
$2.13
-2.74%
$1.77
$5.50
AUR - Aurora Innovation Inc.
0.08
1,032,463
$5.92
$6,112,000
$6.99
18.07%
$2.10
$9.83
FLYX - Flyexclusive Inc
0.04
1,022,000
$2.98
$3,046,000
$2.94
-1.34%
$1.79
$24.21
AUROW - Aurora Innovation Inc. WTS
0.02
1,835,000
$0.83
$1,521,000
$1.41
69.88%
$0.15
$2.73
CCO - Clear Channel Outdoor Holdings
0.02
Buy
850,000
$1.60
$1,360,000
$1.43
-10.63%
$1.29
$2.06
NPWR.WS - Rice Acquisition Corp Ii WTS
0.01
500,000
$1.16
$580,000
FLYX.WS - Eg Acquisition Corp A WTS28
0.00
367,499
$0.32
$118,000
GB.WS - Global Blue Group Holding AG WTS
0.00
1,333,333
$0.08
$112,000
JWSN.WS - Jaws Mustang Acquisition WTS 013026
0.00
1,000,000
$0.02
$23,000
TMO - Thermo Fisher Scientific
2.48
Buy
350,000
$520.23
$182,081,000
$531.85
2.23%
$492.93
$627.02
COF - Capital One Financial
2.25
Buy
925,000
$178.32
$164,946,000
$202.16
13.37%
$127.24
$208.63
FTV - Fortive Corp.
1.94
Buy
1,900,000
$75.00
$142,500,000
$80.60
7.47%
$66.01
$86.82
WDAY - Workday Inc.
1.76
Buy
500,000
$258.03
$129,015,000
$258.05
0.01%
$199.81
$311.28
DFS - Discover Financial Services
1.51
Buy
640,000
$173.23
$110,867,000
$195.97
13.13%
$107.27
$205.76
PRMB - Primo Brands Corp
1.01
Buy
2,400,000
$30.77
$73,848,000
$33.17
7.80%
$24.33
$34.14
SDRL - Seadrill Ltd
0.54
Buy
1,025,000
$38.93
$39,903,000
$31.14
-20.01%
$31.04
$56.46
MCG-OLD - Membership Collective Grp Inc.
0.24
Buy
2,352,076
$7.45
$17,523,000
$4.82
-35.30%
$3.14
$14.00
KVUE - Kenvue Inc
3.40
Buy
8,900,000
$23.98
$213,422,000
$24.18
0.83%
$17.03
$24.95
NVDA - NVIDIA Corp.
2.50
Buy
1,450,000
$108.38
$157,151,000
$135.40
24.93%
$86.62
$153.12
CSGP - CoStar Group Inc.
2.49
Buy
1,975,000
$79.23
$156,479,000
$76.99
-2.83%
$68.26
$88.13
X - United States Steel Corp.
2.44
Buy
3,625,000
$42.26
$153,193,000
$40.35
-4.52%
$26.82
$46.13
CASY - Casey's Gen'l Stores
2.07
Buy
300,000
$434.04
$130,212,000
$456.15
5.09%
$312.38
$474.97
TLN - Talen Energy Corp
1.86
Buy
585,000
$199.67
$116,807,000
$244.86
22.63%
$98.50
$258.03
T - AT&T Inc.
1.68
Buy
3,775,000
$27.98
$105,638,000
$27.72
-0.93%
$16.26
$28.73
RBA - Ritchie Bros. Auctioneers Inc.
1.52
Buy
950,000
$100.30
$95,285,000
$108.19
7.87%
$69.62
$108.30
SN - Sharkninja Inc
0.73
Buy
550,000
$83.41
$45,876,000
$102.08
22.38%
$60.50
$123.00
PINS - Pinterest Inc.
0.49
Buy
1,000,000
$31.00
$31,000,000
$32.57
5.06%
$23.68
$45.19
DFS-OLD - Discover Financial Services
2.01
Add 15.63%
740,000
$170.70
$126,318,000
$200.05
17.19%
$118.43
$207.42
X-OLD - United States Steel Corp.
2.44
Buy
3,625,000
$42.26
$153,193,000
$54.95
30.03%
$26.82
$54.95
HES-OLD - Hess Corp.
1.59
625,000
$159.73
$99,831,000
$160.24
0.32%
$122.02
$161.12
COOP - Mr. Cooper Group Inc.
1.83
Buy
925,000
$149.21
$138,019,000
$193.60
29.75%
$84.15
$203.42
FIX - Comfort Systems USA Inc.
1.32
Buy
185,000
$536.21
$99,199,000
$689.86
28.65%
$275.97
$733.25
RKT - Rocket Companies Inc.
0.89
Buy
4,750,000
$14.18
$67,355,000
$18.72
32.02%
$9.52
$20.23
FLS - Flowserve Corp.
0.83
Buy
1,195,000
$52.35
$62,558,000
$53.01
1.26%
$37.19
$64.54
DOCU - DocuSign Inc.
0.65
Buy
625,000
$77.89
$48,681,000
$69.00
-11.41%
$54.32
$107.86
GTLS - Chart Industries Inc.
0.47
Buy
215,000
$164.65
$35,400,000
$198.59
20.61%
$101.60
$220.03
SE - Sea Ltd
0.11
Buy
50,000
$159.94
$7,997,000
$174.01
8.80%
$75.67
$181.76
RAL - Ralliant Corp.
0.08
Buy
125,003
$48.49
$6,061,000
$43.59
-10.11%
$42.00
$55.08
SABR - Sabre Corp.
0.03
Buy
750,000
$3.16
$2,370,000
$1.83
-42.09%
$1.73
$4.63
CTEV - Claritev Corp.
0.02
Buy
30,000
$45.13
$1,354,000
$67.81
50.25%
$4.80
$71.00
TTAN - Servicetitan Inc A
0.02
Buy
15,000
$107.20
$1,608,000
$101.62
-5.21%
$79.81
$131.33
ARDT - Ardent Health Inc
0.01
Buy
75,000
$13.67
$1,025,000
$12.49
-8.63%
$10.10
$20.72
ASIC - Ategrity Specialty Holdings
0.01
Buy
50,000
$21.52
$1,076,000
$21.85
1.53%
$18.50
$25.30
COOP-OLD - Mr. Cooper Group Inc.
1.83
Buy
925,000
$149.21
$138,019,000
$210.79
41.27%
$83.88
$232.52
NSC - Norfolk Southern Corp.
5.97
Buy
1,650,000
$300.41
$495,677,000
$283.98
-5.47%
$198.48
$300.79
SGI - Somnigroup International Inc.
3.05
Buy
3,000,000
$84.33
$252,990,000
$88.34
4.76%
$52.24
$94.01
UNP - Union Pacific
2.49
Buy
875,000
$236.37
$206,824,000
$223.02
-5.65%
$202.16
$252.32
MTZ - MasTec Inc.
1.86
Buy
725,000
$212.81
$154,287,000
$192.22
-9.68%
$99.70
$224.03
FND - Floor & Decor Holdings
1.18
Buy
1,330,000
$73.70
$98,021,000
$60.02
-18.56%
$58.01
$122.90
CORZ - Core Scientific Inc
0.65
Buy
3,000,000
$17.94
$53,820,000
$14.93
-16.78%
$6.20
$23.63
SRTA - Strata Critical Medical Inc.
0.30
Buy
5,000,000
$5.06
$25,300,000
$4.79
-5.34%
$2.35
$6.02
BHC - Bausch Health
0.01
Buy
100,000
$6.45
$645,000
$6.28
-2.64%
$4.25
$8.73
CYH - Community Health Systems
0.01
Buy
150,000
$3.21
$482,000
$3.26
1.56%
$2.24
$4.47