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
Verified performance
39%Win rate
11wins·17losses
29 resolved all-time
23.6%–57.6% 95% CI
23.6%–57.6% 95% CI
Equity curve+5.3%
Indexed to 100 · 10-position book · 10% per trade · illustrative
Stats by window
Closed
28
11W · 17L
Win Rate
39.3%
23.6%–57.6% CI
Avg P&L
+1.03%
-4.00% median
Profit Factor
1.32
+1.03% exp.
Best Win
+46.5%
Worst Loss
-20.7%
Max Drawdown
29.4%
all-time
Avg Hold
—
Outcome mix
Target 2931%
Stop after T127%
Stopped out1759%
Expired13%
P&L distribution
1
19
4
1
3
≤-20%0%≥+20%
By timeframe
NWinAvg
2839%+1.0%
By asset class
NWinAvg
2839%+1.0%
Every number is computed from this strategy’s own resolved signals — each card’s entry, targets, and stop measured against where price actually went. Win rate counts a Target 1 or Target 2 hit as a win and a stop as a loss; expired signals are excluded from win rate and average return. The equity curve sums each signal’s return at a 10-position book · 10% per trade · illustrative. Past performance does not guarantee future results.
Current Holdings
20 top holdings across 1 fund
Largest disclosed positions by reported value from each fund's most recent 13F-HR filing (Q2 2026). These reflect quarter-end holdings — not a signal to buy now.
Showing the top 20 of 40 disclosed holdings across 1 fund.
Third Point (Daniel Loeb)Top 20 of 40 holdings
+20 more holdings not shown.
Holdings are from each fund’s most recent 13F-HR filing with the SEC (Q2 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
Last 29 signals
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.
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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