Markets
@third-point
Noob
Third Point is a New York-based hedge fund founded by Daniel S. Loeb in 1995
Joined November 2024
Performance
86
# Trades
70.9%
Win Rate
17.4%
Avg Gain
44.4%
Total Gains
-5.6%
S&P Beat
Third vs S&P 500
Third
@third-po...
Bought TSLA
Shares
up 6.54%
At 261.6, Now 278.7
Thesis
Go back
Third
@third-po...
Bought LPLA
Shares
up 42.3%
At 232.6, Now 331.0
Thesis
Go back
Third
@third-po...
Bought HE
Shares
up 7.81%
At 9.68, Now 10.44
Thesis
Go back
Third
@third-po...
Bought FLUT
Shares
up 3.78%
At 237.3, Now 246.2
Thesis
Go back
Third
@third-po...
Bought CVS
Shares
up 6.1%
At 62.88, Now 66.72
Thesis
Go back
Third
@third-po...
Bought CCO
Shares
down -31.87%
At 1.6, Now 1.09
Thesis
Go back
Third
@third-po...
Bought CRS
Shares
up 31.56%
At 159.6, Now 209.9
Thesis
Go back
Third
@third-po...
Bought BN
Shares
up 3.32%
At 53.15, Now 54.91
Thesis
Go back
Third
@third-po...
Bought ANSS
Shares
up 1.72%
At 318.6, Now 324.1
Thesis
Go back
Third
@third-po...
Bought ROP
Shares
up 2.13%
At 562.6, Now 574.6
Thesis
Go back
Third
@third-po...
Bought MSCI
Shares
up 20.2%
At 479.3, Exited 576.1
Thesis
Go back
Third
@third-po...
Bought MU
Shares
down -18.26%
At 131.5, Exited 107.5
Thesis
Go back
Third
@third-po...
Bought LYV
Shares
up 32.08%
At 94.77, Now 133.27
Trims & Adds
[] Currently up $75.7M
[+] 292d ago
Added 975.0K shares @
109.49
[+] 1.1y ago
Initial 1.4M shares @
94.77
Thesis
Go back
Third
@third-po...
Bought KBH
Shares
up 27.43%
At 67.44, Exited 85.94
Thesis
Go back
Third
@third-po...
Bought HES
Shares
down -12.56%
At 148.1, Now 129.5
Thesis
Go back
Third
@third-po...
Bought DT
Shares
up 17.57%
At 45.07, Exited 52.99
Thesis
Go back
Third
@third-po...
Bought CRH
Shares
up 9.68%
At 72.96, Now 94.84
Trims & Adds
[] Currently up $17.2M
[+] 292d ago
Added 1.4M shares @
92.74
[+] 1.1y ago
Initial 650.0K shares @
72.96
Thesis
Go back
Third
@third-po...
Bought ASML
Shares
down -18.57%
At 1033.5, Exited 841.5
Thesis
Go back
Third
@third-po...
Bought AAPL
Shares
up 0.38%
At 216.8, Now 200.6
Trims & Adds
[] Currently up $1.6M
[-] 292d ago
Trimmed 1.0M shares @
233.00
[+] 1.1y ago
Initial 1.9M shares @
216.80
Thesis
Go back
Third
@third-po...
Bought APH
Shares
up 8.81%
At 67.52, Now 79.7
Trims & Adds
[] Currently up $16.7M
[-] 292d ago
Trimmed 1.2M shares @
65.16
[+] 1.1y ago
Initial 2.8M shares @
67.52
Thesis
Go back
Third
@third-po...
Bought SPGI
Shares
up 4.43%
At 427.1, Exited 446.0
Thesis
Go back
Third
@third-po...
Bought PTEN
Shares
down -11.83%
At 11.75, Exited 10.36
Thesis
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Third
@third-po...
Bought MRVL
Shares
down -4.51%
At 73.2, Exited 69.9
Thesis
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Third
@third-po...
Bought GS
Shares
up 9.39%
At 413.5, Exited 452.3
Thesis
Go back
Third
@third-po...
Bought IT
Shares
down -5.94%
At 477.4, Exited 449.1
Thesis
Go back
Third
@third-po...
Bought CPAY
Shares
up 8.86%
At 305.9, Now 326.5
Trims & Adds
[] Currently up $20.3M
[+] 1.1y ago
Added 115.0K shares @
266.26
[+] 1.3y ago
Initial 650.0K shares @
305.90
Thesis
Go back
Third
@third-po...
Bought CNK
Shares
up 59.06%
At 18.46, Now 30.77
Trims & Adds
[] Currently up $80.0M
[+] 1.1y ago
Added 2.0M shares @
21.57
[+] 1.3y ago
Initial 5.0M shares @
18.46
Thesis
Go back
Third
@third-po...
Bought GOOGL
Shares
up 9.6%
At 155.5, Exited 163.9
Trims & Adds
[] Made $44.8M in profit
[-] 292d ago
All out @
163.90
[-] 1.1y ago
Trimmed 1.0M shares @
182.99
[+] 1.3y ago
Initial 3.0M shares @
155.50
Thesis
Go back
Third
@third-po...
Bought AAP
Shares
down -51.56%
At 85.43, Exited 41.38
Thesis
Go back
Third
@third-po...
Bought EQT
Shares
up 37.24%
At 38.92, Now 53.41
Thesis
Go back
