What did Daniel Loeb actually do?

A source-backed history of material decisions from Third Point. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 49
Stocks observed: 16
Outcomes observed: 49

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 14, 2026
45d lag
WBDNEWNEW
Daniel Loeb · 11.5% of reported portfolio
Original SEC filing ↗
+10.9% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
GOOGLADD+485.7%
Daniel Loeb · 7.9% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TSMADD+67.3%
Daniel Loeb · 4.7% of reported portfolio
Original SEC filing ↗
+10.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
COFADD+489.3%
Daniel Loeb · 3.6% of reported portfolio
Original SEC filing ↗
-11.9% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
METAEXITEXIT
Daniel Loeb · 2.5% of reported portfolio
Original SEC filing ↗
+28.2% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
NVDAEXITEXIT
Daniel Loeb · 1.6% of reported portfolio
Original SEC filing ↗
+4.2% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
AVGOEXITEXIT
Daniel Loeb · 0.7% of reported portfolio
Original SEC filing ↗
-9.2% vs SPY
34 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
NVDATRIM-93.6%
Daniel Loeb · 7.6% of reported portfolio
Original SEC filing ↗
-3.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
MSFTEXITEXIT
Daniel Loeb · 6.1% of reported portfolio
Original SEC filing ↗
+8.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TSMTRIM-35.3%
Daniel Loeb · 1.8% of reported portfolio
Original SEC filing ↗
+4.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
COFTRIM-87.3%
Daniel Loeb · 3.7% of reported portfolio
Original SEC filing ↗
+14.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
METANEWNEW
Daniel Loeb · 2.5% of reported portfolio
Original SEC filing ↗
-11.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
GOOGLNEWNEW
Daniel Loeb · 2.4% of reported portfolio
Original SEC filing ↗
-18.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
BABAEXITEXIT
Daniel Loeb · 1.7% of reported portfolio
Original SEC filing ↗
-10.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
AVGONEWNEW
Daniel Loeb · 0.7% of reported portfolio
Original SEC filing ↗
-11.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
AMZNTRIM-22.9%
Daniel Loeb · 7.4% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
UNPADD+106.9%
Daniel Loeb · 5.8% of reported portfolio
Original SEC filing ↗
-3.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TSMTRIM-61.4%
Daniel Loeb · 3.7% of reported portfolio
Original SEC filing ↗
+1.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
COFTRIM-20.6%
Daniel Loeb · 3.5% of reported portfolio
Original SEC filing ↗
-18.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
FLUTEXITEXIT
Daniel Loeb · 3.4% of reported portfolio
Original SEC filing ↗
-30.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
METAEXITEXIT
Daniel Loeb · 1.9% of reported portfolio
Original SEC filing ↗
-12.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
DHRADD+1100.0%
Daniel Loeb · 1.9% of reported portfolio
Original SEC filing ↗
-29.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
BABANEWNEW
Daniel Loeb · 1.7% of reported portfolio
Original SEC filing ↗
-22.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
MSFTADD+175.0%
Daniel Loeb · 6.8% of reported portfolio
Original SEC filing ↗
-24.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
COFTRIM-23.2%
Daniel Loeb · 5.0% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TSMTRIM-23.1%
Daniel Loeb · 4.3% of reported portfolio
Original SEC filing ↗
+25.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
METAADD+46.7%
Daniel Loeb · 1.9% of reported portfolio
Original SEC filing ↗
+3.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
DHRTRIM-90.0%
Daniel Loeb · 1.3% of reported portfolio
Original SEC filing ↗
-8.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NVDAADD+93.1%
Daniel Loeb · 5.8% of reported portfolio
Original SEC filing ↗
+0.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
COFADD+71.8%
Daniel Loeb · 5.0% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
MSFTADD+27.0%
Daniel Loeb · 2.6% of reported portfolio
Original SEC filing ↗
-8.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
METANEWNEW
Daniel Loeb · 1.5% of reported portfolio
Original SEC filing ↗
-28.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
DHRNEWNEW
Daniel Loeb · 1.3% of reported portfolio
Original SEC filing ↗
-2.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
AMZNTRIM-31.9%
Daniel Loeb · 10.2% of reported portfolio
Original SEC filing ↗
+3.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
METAEXITEXIT
Daniel Loeb · 5.2% of reported portfolio
Original SEC filing ↗
+14.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
MSFTTRIM-47.5%
Daniel Loeb · 3.4% of reported portfolio
Original SEC filing ↗
+5.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
NVDANEWNEW
Daniel Loeb · 2.5% of reported portfolio
Original SEC filing ↗
+24.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TMOEXITEXIT
Daniel Loeb · 2.4% of reported portfolio
Original SEC filing ↗
+10.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
METAADD+22.0%
Daniel Loeb · 5.2% of reported portfolio
Original SEC filing ↗
-8.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
MSFTTRIM-31.0%
Daniel Loeb · 5.0% of reported portfolio
Original SEC filing ↗
+13.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
AAPLEXITEXIT
Daniel Loeb · 2.9% of reported portfolio
Original SEC filing ↗
-10.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
COFNEWNEW
Daniel Loeb · 2.2% of reported portfolio
Original SEC filing ↗
-0.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CVSEXITEXIT
Daniel Loeb · 1.3% of reported portfolio
Original SEC filing ↗
-1.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
AMZNTRIM-27.4%
Daniel Loeb · 11.3% of reported portfolio
Original SEC filing ↗
+6.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
MSFTTRIM-44.9%
Daniel Loeb · 8.1% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
METATRIM-50.5%
Daniel Loeb · 6.3% of reported portfolio
Original SEC filing ↗
+22.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
AAPLTRIM-52.3%
Daniel Loeb · 4.7% of reported portfolio
Original SEC filing ↗
+4.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
GOOGLEXITEXIT
Daniel Loeb · 4.1% of reported portfolio
Original SEC filing ↗
+2.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
CVSNEWNEW
Daniel Loeb · 1.3% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.