Portfolio Value

$7.27B

Total Holdings

1-Year Return

+9.6%

New Positions

About Daniel Loeb and THIRD POINT LLC

Daniel Loeb is the portfolio manager at THIRD POINT LLC, one of the closely tracked institutional investors in our database. Every quarter, institutional investment managers with over $100 million in assets under management are required to file a 13F report with the SEC, disclosing their long equity positions. These filings give retail investors a rare window into how professional money managers are allocating capital.

As of March 2026, Daniel Loeb's 13F portfolio contains 20 positions with a disclosed market value of approximately $7.27 billion. This analysis covers their top holdings, recent portfolio changes, and key investment themes.

Over the past year, Daniel Loeb's portfolio has delivered a +9.6% return, outperforming the broader market.

Daniel Loeb's Top 10 Holdings — March 2026

The following table shows Daniel Loeb's largest disclosed stock positions ranked by portfolio weight as reported in the most recent 13F filing. These represent the highest-conviction bets in the portfolio:

#	Company	Ticker	Portfolio Weight	Market Value	Performance
1	PG&E CORP	PCG	757.70%	$551.2M	+6.6%
2	NVIDIA CORPORATION	NVDA	756.29%	$550.2M	-0.0%
3	AMAZON COM INC	AMZN	686.94%	$499.7M	+5.1%
4	MICROSOFT CORP	MSFT	614.94%	$447.3M	-6.6%
5	UNION PAC CORP ADDED	UNP	575.55%	$418.7M	-2.1%
6	CRH PLC ADDED	CRH	446.04%	$324.5M	+4.1%
7	SOMNIGROUP INTERNATIONAL INC ADDED	SGI	417.28%	$303.6M	+5.9%
8	BROOKFIELD CORP ADDED	BN	391.11%	$284.5M	+0.4%
9	NORFOLK SOUTHN CORP	NSC	386.96%	$281.5M	-3.9%
10	TELEPHONE & DATA SYS INC	TDS	376.21%	$273.7M	+4.5%

Data sourced from SEC 13F filings. Holdings reflect disclosed long equity positions. Options and short positions may not be reflected.

Portfolio Strategy & Concentration Analysis

Daniel Loeb's investment approach reflects a highly concentrated portfolio strategy. The top position, PG&E CORP (PCG), represents 757.7% of the total portfolio, while the top 5 holdings collectively account for 3391.4% of disclosed assets.

During this period, Daniel Loeb initiated 2 new positions — a signal that they identified compelling entry points in new opportunities. New positions often represent the highest-conviction ideas as managers dedicate fresh capital to them.

Additionally, Daniel Loeb increased stakes in 9 existing positions, a sign of growing conviction in those holdings.

New Positions Added in March 2026

The following stocks represent new entries in Daniel Loeb's portfolio — positions that were not present in the prior quarter's 13F filing. New positions are closely watched by investors as they signal fresh conviction:

Company	Ticker	Portfolio Weight	Market Value
CHIPOTLE MEXICAN GRILL INC	CMG	240.32%	$174.8M
CONSTELLATION ENERGY CORP	CEG	230.67%	$167.8M

Best Performing Holdings in Daniel Loeb's Portfolio

Based on available performance data, the following positions have been the strongest contributors to Daniel Loeb's portfolio returns:

CRS

CARPENTER TECHNOLOGY CORP

+28.2%

COF

CAPITAL ONE FINL CORP

+14.0%

LPLA

LPL FINL HLDGS INC

+7.4%

PCG

PG&E CORP

+6.6%

SGI

SOMNIGROUP INTERNATIONAL INC

+5.9%

Understanding Daniel Loeb's 13F Filing

A 13F filing is a quarterly disclosure required by the SEC for institutional investment managers that exercise discretion over $100 million or more in qualifying securities. These filings must be submitted within 45 days of the end of each calendar quarter.

Important caveats about 13F data:

Data is delayed by up to 45 days from the end of the quarter
Only long equity positions are disclosed — short positions are not required
Options positions are disclosed separately and may indicate hedging strategies
The portfolio may have changed significantly since the filing date
Not all positions need to be disclosed (some confidentiality provisions exist)

Despite these limitations, 13F filings remain one of the best public sources of information on how professional investors are positioning their portfolios. Use this data as one input among many, alongside your own research and risk tolerance.

How Retail Investors Can Use This Information

Following institutional 13F filings like Daniel Loeb's can provide valuable investment insights — but it's important to use this information correctly:

Identify high-conviction ideas: Large positions and new entries signal where managers have the strongest conviction.
Spot emerging themes: Cross-portfolio analysis reveals sector rotations and macro themes playing out across institutional money.
Validate your own research: If an investor you respect owns a stock you're analyzing, that can reinforce your thesis.
Track changes over time: Watching a manager increase or decrease positions over multiple quarters shows conviction trends.
Don't blindly copy trades: Remember that institutional investors have different time horizons, risk tolerances, and information than retail investors.

You can track Daniel Loeb's complete portfolio in real-time on Insider Edges, including historical holdings, sector breakdown, and performance data.

Other Top Investors to Follow

If you track Daniel Loeb's portfolio, you may also be interested in following these other closely watched institutional investors:

Michael Burry Warren Buffett Ray Dalio Cathie Wood Bill Ackman

Track Daniel Loeb's Portfolio in Real-Time

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Daniel Loeb Portfolio March 2026 - Top Holdings & 13F Analysis

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