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LOEBby Soar (parsed from SEC EDGAR)

Daniel Loeb

Daniel Loeb runs Third Point, an event-driven and activist hedge fund known for pointed public letters to the boards of companies it targets. Third Point combines special-situations and event-driven trades with concentrated activist stakes where Loeb sees a path to unlock value.

Track Record

Building track record

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Total signals
A full track record — win rate, average return, and equity curve — publishes once this strategy has at least 10 resolved trades. We don’t show a win rate off a handful of trades because a small sample misleads.
Current Holdings

20 top holdings across 1 fund

As of Q1 2026

Largest disclosed positions by reported value from each fund's most recent 13F-HR filing (Q1 2026). These reflect quarter-end holdings — not a signal to buy now.

Showing the top 20 of 33 disclosed holdings across 1 fund.
Third Point (Daniel Loeb)Top 20 of 33 holdings
+13 more holdings not shown.
Holdings are from each fund’s most recent 13F-HR filing with the SEC (Q1 2026). 13F reports long U.S. equity positions only, filed up to 45 days after quarter-end — a fund may have already exited a position by the time the filing appears. Share counts and dollar values are as reported in the filing. Showing the largest positions per fund by reported value.
Recent Signals

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About this strategy
Why it matters

A new Third Point stake often signals a coming activist push or an identified special situation. Loeb's letters can become catalysts, so his disclosed positions carry event-driven signal.

Source
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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