Markets
@third-point
Noob
Third Point is a New York-based hedge fund founded by Daniel S. Loeb in 1995
Joined November 2024
Performance
77
# Trades
70.1%
Win Rate
18.1%
Avg Gain
48.6%
Total Gains
-9.0%
S&P Beat
Third vs S&P 500
Third
@third-po...
Bought ROP
Shares
up 0.62%
At 562.6, Now 566.1
Thesis
Go back
Third
@third-po...
Bought MSCI
Shares
up 27.16%
At 479.3, Now 609.5
Thesis
Go back
Third
@third-po...
Bought MU
Shares
down -24.52%
At 131.52, Now 99.27
Thesis
Go back
Third
@third-po...
Bought LYV
Shares
up 35.54%
At 94.77, Now 128.45
Thesis
Go back
Third
@third-po...
Bought KBH
Shares
up 17.67%
At 67.44, Now 79.36
Thesis
Go back
Third
@third-po...
Bought HES
Shares
down -2.41%
At 148.1, Now 144.6
Thesis
Go back
Third
@third-po...
Bought DT
Shares
up 20.11%
At 45.07, Now 54.13
Thesis
Go back
Third
@third-po...
Bought CRH
Shares
up 37.03%
At 72.96, Now 99.98
Thesis
Go back
Third
@third-po...
Bought ASML
Shares
down -32.41%
At 1033.5, Now 698.5
Thesis
Go back
Third
@third-po...
Bought AAPL
Shares
up 5.33%
At 216.8, Now 228.3
Thesis
Go back
Third
@third-po...
Bought APH
Shares
up 7.93%
At 67.52, Now 72.87
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
Go back
Third
@third-po...
Bought MRVL
Shares
down -4.51%
At 73.2, Exited 69.9
Thesis
Go back
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 22.66%
At 305.9, Now 367.9
Trims & Adds
[] Currently up $52.0M
[+] 137d ago
Added 115.0K shares @
266.0
[+] 228d ago
Initial 650.0K shares @
306.0
Thesis
Go back
Third
@third-po...
Bought CNK
Shares
up 65.41%
At 18.46, Now 32.01
Trims & Adds
[] Currently up $88.6M
[+] 137d ago
Added 2.0M shares @
22.0
[+] 228d ago
Initial 5.0M shares @
18.0
Thesis
Go back
Third
@third-po...
Bought GOOGL
Shares
up 14.35%
At 155.5, Now 175.1
Trims & Adds
[] Currently up $66.9M
[-] 137d ago
Trimmed 1.0M shares @
183.0
[+] 228d ago
Initial 3.0M shares @
156.0
Thesis
Go back
Third
@third-po...
Bought AAP
Shares
down -49.8%
At 85.43, Now 42.89
Thesis
Go back
Third
@third-po...
Bought VZ
Shares
up 5.65%
At 38.88, Now 41.08
Thesis
Go back
Third
@third-po...
Bought MCK
Shares
up 13.4%
At 473.4, Exited 536.9
Thesis
Go back
Third
@third-po...
Bought FLYX
Shares
down -64.23%
At 6.01, Now 2.15
Thesis
Go back
Third
@third-po...
Bought FLT
Shares
up 7.71%
At 281.6, Now 303.3
Thesis
Go back
Third
@third-po...
Bought EQT
Shares
up 9.68%
At 38.92, Now 42.69
Thesis
Go back
Third
@third-po...
Bought BMRN
Shares
down -10.92%
At 98.05, Exited 87.34
Thesis
Go back
Third
@third-po...
Bought APO
Shares
up 75.63%
At 91.33, Now 164.12
Trims & Adds
[] Currently up $70.7M
[+] 228d ago
Added 100.0K shares @
112.0
[+] 319d ago
Initial 900.0K shares @
91.0
Thesis
Go back
Third
@third-po...
Bought TDS
Shares
up 31.63%
At 17.31, Now 30.7
Trims & Adds
[] Currently up $21.9M
[+] 137d ago
Added 1.5M shares @
21.0
[-] 228d ago
Trimmed 1.4M shares @
16.0
[+] 319d ago
Added 1.1M shares @
18.0
[+] 1.1y ago
Initial 1.0M shares @
17.0
Thesis
Go back
Third
@third-po...
Bought XLU
Shares
up 12.71%
At 56.19, Exited 63.33
Thesis
Go back
Third
@third-po...
Bought RRX
Shares
up 4.56%
At 141.6, Exited 148.0
Thesis
Go back
