Daniel Loeb - Third Point
Portfolio
$4.68 B
Positionen
43
Stichtag
2026-06-30
Quartal
Q2 2026
| WBDWARNER BROS DISCOVERY INC | 11.39% | Buy |
| AMZNAMAZON COM INC | 8.91% | Reduce 9.79% |
| GOOGLALPHABET INC | 7.83% | Add 485.71% |
| CRH PLC | 5.02% | Add 15.53% |
| TDSTELEPHONE & DATA SYS INC | 4.96% | Reduce 4.92% |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 4.69% | Add 67.27% |
| LYVLIVE NATION ENTERTAINMENT IN | 4.44% | Add 144.09% |
| KEYSKEYSIGHT TECHNOLOGIES INC | 4.38% | Buy |
| SGISOMNIGROUP INTERNATIONAL INC | 4.31% | Add 13.21% |
| XYZBLOCK INC | 4.16% | Buy |
| NORFOLK SOUTHN CORP | 4.03% | Add 500.00% |
| FLEX LTD | 3.57% | Buy |
| COFCAPITAL ONE FINL CORP | 3.54% | Add 489.29% |
| HUT 8 CORP | 3.24% | Add 51.23% |
| CRSCARPENTER TECHNOLOGY CORP | 2.83% | Reduce 30.65% |
| API GROUP CORP | 2.59% | Add 41.13% |
| MASTEC INC | 2.58% | Reduce 9.38% |
| TDGTRANSDIGM GROUP INC | 2.25% | Add 216.00% |
| DHRDANAHER CORP DEL | 2.20% | Add 2.86% |
| UNPUNION PAC CORP | 2.03% | Add 250.00% |
| TTMITTM TECHNOLOGIES INC | 2.02% | Buy |
| PERFORMANCE FOOD GROUP CO | 1.61% | Buy |
| ALPHABET INC | 1.41% | Buy |
| ASMLASML HLDG NV | 1.27% | Add 150.00% |
| SYYSYSCO CORP | 1.03% | Buy |
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