Markets
@third-point
Pro
Third Point is a New York-based hedge fund founded by Daniel S. Loeb in 1995
Joined November 2024
Performance
86
# Trades
69.8%
Win Rate
18.5%
Avg Gain
53.8%
Total Gains
-1.3%
S&P Beat
Third vs S&P 500
Third
@third-po...
Bought TSLA
Shares
up 30.39%
At 261.6, Now 341.1
Thesis
Go back
Third
@third-po...
Bought LPLA
Shares
up 35.8%
At 232.6, Now 315.9
Thesis
Go back
Third
@third-po...
Bought HE
Shares
up 7.54%
At 9.68, Now 10.41
Thesis
Go back
Third
@third-po...
Bought FLUT
Shares
up 10.7%
At 237.3, Now 262.7
Thesis
Go back
Third
@third-po...
Bought CVS
Shares
down -9.59%
At 62.88, Now 56.85
Thesis
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Third
@third-po...
Bought CCO
Shares
down -2.5%
At 1.6, Now 1.56
Thesis
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Third
@third-po...
Bought CRS
Shares
up 14.05%
At 159.6, Now 182.0
Thesis
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Third
@third-po...
Bought BN
Shares
up 6.09%
At 53.15, Now 56.38
Thesis
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Third
@third-po...
Bought ANSS
Shares
up 6.63%
At 318.6, Now 339.8
Thesis
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Third
@third-po...
Bought ROP
Shares
down -2.34%
At 562.6, Now 549.5
Thesis
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Third
@third-po...
Bought MSCI
Shares
up 20.2%
At 479.3, Exited 576.1
Thesis
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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 34.79%
At 94.77, Now 136.0
Trims & Adds
[] Currently up $82.1M
[+] 52d ago
Added 975.0K shares @
109.0
[+] 144d ago
Initial 1.4M shares @
95.0
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 -0.34%
At 148.1, Now 147.6
Thesis
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Third
@third-po...
Bought DT
Shares
up 17.57%
At 45.07, Exited 52.99
Thesis
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Third
@third-po...
Bought CRH
Shares
up 15.32%
At 72.96, Now 99.72
Trims & Adds
[] Currently up $27.2M
[+] 52d ago
Added 1.4M shares @
93.0
[+] 144d ago
Initial 650.0K shares @
73.0
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 6.76%
At 216.8, Now 229.6
Trims & Adds
[] Currently up $28.6M
[-] 52d ago
Trimmed 1.0M shares @
233
[+] 144d ago
Initial 1.9M shares @
217.0
Thesis
Go back
Third
@third-po...
Bought APH
Shares
up 1.54%
At 67.52, Now 71.11
Trims & Adds
[] Currently up $2.9M
[-] 52d ago
Trimmed 1.2M shares @
65.0
[+] 144d ago
Initial 2.8M shares @
68.0
Thesis
Go back
Third
@third-po...
Bought SPGI
Shares
up 4.43%
At 427.1, Exited 446.0
Thesis
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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
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Third
@third-po...
Bought IT
Shares
down -5.94%
At 477.4, Exited 449.1
Thesis
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Third
@third-po...
Bought CPAY
Shares
up 23.08%
At 305.9, Now 369.1
Trims & Adds
[] Currently up $52.9M
[+] 144d ago
Added 115.0K shares @
266.0
[+] 235d ago
Initial 650.0K shares @
306.0
Thesis
Go back
Third
@third-po...
Bought CNK
Shares
up 66.19%
At 18.46, Now 32.16
Trims & Adds
[] Currently up $89.6M
[+] 144d ago
Added 2.0M shares @
22.0
[+] 235d ago
Initial 5.0M shares @
18.0
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
[-] 52d ago
All out @
164.0
[-] 144d ago
Trimmed 1.0M shares @
183.0
[+] 235d ago
Initial 3.0M shares @
156.0
Thesis
Go back
Third
@third-po...
Bought AAP
Shares
down -51.56%
At 85.43, Exited 41.38
Thesis
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Third
@third-po...
Bought EQT
Shares
up 20.77%
At 38.92, Now 47.01
Thesis
Go back
