TPNTF News and Press, Third Point Investors Limited

2026-03-12 21:02:46 ET This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb’s 13F stock portfolio on a quarterly basis. It is based on Third Point’s regulatory 13F Form , filed on 02/17/2026. Please visit our Tracking Dan...

2026-02-09 13:18:00 ET Dear Investor: During the Fourth Quarter, Third Point returned 1.9% net in the flagship Offshore Fund.... Read the full article on Seeking Alpha For further details see: Third Point Q4 2025 Investor Letter

2025-12-09 15:58:41 ET This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb’s 13F stock portfolio on a quarterly basis. It is based on Third Point’s regulatory 13F Form filed on 11/14/2025. Please visit our Tracking Dan L...

2025-11-03 19:15:00 ET Dear Investor: During the Third Quarter, Third Point returned 3.2% net in the flagship Offshore Fund.... Read the full article on Seeking Alpha For further details see: Third Point Q3 2025 Investor Letter

2025-09-08 20:52:44 ET This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb’s 13F stock portfolio on a quarterly basis. It is based on Third Point’s regulatory 13F Form filed on 08/14/2025. Please visit our Tracking Dan L...

2025-07-31 10:00:00 ET Dear Investor: During the Second Quarter, Third Point returned 7.5% in the flagship Offshore Fund.... Read the full article on Seeking Alpha For further details see: Third Point Q2 2025 Investor Letter

2025-06-03 19:20:37 ET Summary Third Point’s Q1 2025 portfolio value declined to $6.55B, with new positions in Kenvue, Nvidia, CoStar Group, and United States Steel. Also, a short position in SPY through Puts. Significant stake increases were made in PG&E, Live Nation, ...

2025-05-02 09:30:00 ET Summary Third Point's Offshore Fund returned -3.7% in Q1, with Meta, Rolls-Royce, and Intercontinental Exchange among top winners, and PG&E, TSMC, and Carvana among top losers. Investor optimism at the start of Q1 turned negative due to trade policy conc...

2025-03-04 20:03:41 ET Summary Dan Loeb's Third Point 13F portfolio value slightly increased to $7.44B, with top three holdings making up ~29% of the portfolio. Significant new stakes include Thermo Fisher Scientific, Capital One Financial, and Workday, Inc., while notable disposa...

2025-02-06 05:45:00 ET Summary Third Point's flagship Offshore Fund returned 9.1% in Q4 and 24.2% in 2024, driven by diversified strategies and successful portfolio rotation. New equity positions in Brookfield Corp., Live Nation Entertainment, and Siemens Energy highlight opportun...