Dan Loeb’s Third Quarter 2025 Investor Letter captures the measured optimism and caution that define his current outlook. He opened with a frank assessment: “During the Third Quarter, Third Point returned 3.2% net in the flagship Offshore Fund.” Yet, he acknowledged that “our performance for the quarter and year has … Read More
Dan Loeb’s Third Point Trims Top Holdings: Fortive, RB Global, TSM, Apollo, Carpenter
In the most recently reported quarter, Dan Loeb’s Third Point LLC executed a series of meaningful trims across its equity portfolio. Known for his opportunistic and often activist style, Loeb appears to be rebalancing away from certain positions where either valuations have run ahead or conviction has moderated. Below are … Read More
Dan Loeb: AI Might Do For Credit In 2025/26 What Fracking Did In 2015/16
Dan Loeb’s Second Quarter 2025 Investor Letter offers a compelling glimpse into the strategies driving Third Point’s performance. With the flagship Offshore Fund returning 7.5% for the quarter, Loeb highlights the resilience and opportunism that defined their approach. “The Second Quarter began tumultuously, as ‘Liberation Day’ and subsequent forecasts of … Read More
Dan Loeb: Navigating Market Volatility with Activism and Opportunity
Dan Loeb’s Q1 2025 letter highlights some great strategies for navigating uncertainty—part realism, part opportunity, and all about positioning for what’s next. While Third Point’s Offshore Fund was down -3.7%, Loeb reminded investors they outperformed the S&P’s -4.3% slide, saying, “While not unscathed… we feel we are well positioned in … Read More
Dan Loeb: We See a Golden Age for Event-Driven Investing
In his recent Q3 2024 Letter, Dan Loeb discussed Third Point’s Q3 results which delivered a nearly 4% gain, achieving a 14% year-to-date return amid stronger market breadth. This was partly driven by rate-sensitive and cyclical stocks outperforming as markets anticipated the Fed’s easing cycle. Loeb notes the firm’s diversification … Read More
Dan Loeb: Finding Value in Overlooked Physical World Investments Amid Tech Disruption
In his latest Q2 2024 Letter, Dan Loeb emphasizes the importance of balancing investments between the digital and physical worlds. While digital investments in areas like hyperscalers, AI platforms, and semiconductors remain crucial, Loeb highlights the appeal of physical world investments, particularly in companies with strong competitive moats, unique products, … Read More
Dan Loeb – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: Investors Can Find Great Opportunities In ‘Bulletproof’ Securities
In his latest Q3 2023 Third Point Letter, Dan Loeb discussed how he’s finding many opportunities in improving credits with ‘bulletproof’ securities, boasting yields of 10%-13%, supported by seniority, security, or both. Here’s an excerpt from the letter: Third Point’s corporate credit portfolio has contributed 1.3% to fund returns on … Read More
Dan Loeb – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: Understanding The Impact Of AI Is Essential To Successful Stock Selection
In his latest Q2 2023 Letter, Dan Loeb says his funds performance was hurt by its exposure to value stocks, which have underperformed growth stocks in recent months. He also says that understanding the impact of AI is essential to successful stock selection. Here’s an excerpt from the letter: Against this … Read More
Dan Loeb: Preserve Liquidity To Take Advantage Of Markets When They ‘Break’
In his recent Q1 2023 Investor Letter, Dan Loeb explained why he is preserving liquidity and buying power to take advantage of markets when they ‘break’. Here’s an excerpt from the letter: Looking ahead, we see some encouraging signs that inflation is moderating, especially in areas like freight, energy and … Read More
Dan Loeb: Invest In Companies That Have Found ‘Religion’
In his latest Q4 2022 Letter, Dan Loeb recommends investing in companies that have found ‘religion’. Here’s an excerpt from the letter: While these results were lackluster, we used market weakness to bring up our exposures, initiate several new positions, and add to others that traded to attractive levels. Notwithstanding … Read More
Dan Loeb – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: What The Smartest Man In America Told Me
In his recent Q3 2022 Letter, Dan Loeb explained what the smartest man in America told him. Here’s an excerpt from the letter: I am sympathetic to many of these economic and geopolitical concerns but amidst all the gloom, we are seeing very attractive valuations, particularly assuming an economic scenario … Read More
Dan Loeb: Investors Must Adapt Their Models And Frameworks Quickly As Market Conditions Shift
In his latest Q1 2022 Letter, Dan Loeb explains why investors must adapt their models and frameworks quickly as market conditions shift. Here’s an excerpt from the letter: The 1982 non-narrative film, “Koyaanisqatsi” takes its name from the Hopi word meaning “life out of balance.” The prescient film juxtaposes striking … Read More
Dan Loeb: Investors, Like Athletes, Need To Review Their ‘Game Films’
In his latest interview with Prime Quadrant, Dan Loeb discusses one of the most important things we can do as investors. Here’s an excerpt from the interview: I think one of the most important things we can do as investors is understand our own and others thought processes, mental frameworks, … Read More
Dan Loeb Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: Shifting From Value To Growth
In his latest Q2 2021 Investor Letter, Dan Loeb explains why he’s made the shift from value to growth. Here’s an excerpt from the letter: In our Q2 2018 Investor Letter, I laid out our rationale for shifting the emphasis of the portfolio toward higher quality compounders and growth stocks, … Read More
Dan Loeb: Top 10 Holdings, Top Buys & Sells
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Dan Loeb: The Risks Of Using Leverage
In the book Alpha Masters, Dan Loeb discusses the risks of using leverage. Here’s an excerpt from the book: “If you take a 10 percent return in security and lever it up four times and after financing costs generate 15 or 20 percent returns, you haven’t increased your returns. You’ve … Read More
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