Daniel Loeb - Third Point Portfolio Allocation (Jun 30, 2025)
As of Jun 30, 2025, the Third Point portfolio managed by Daniel Loeb was diversified across 10 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 19.3% of total portfolio value, followed by Financial Services and Technology and ETF. Together, the top three sectors account for 52.4% of the portfolio, reflecting Daniel Loeb's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 19.26% | |
| Technology | 18.14% | |
| ETF | 15.02% | |
| Utilities | 12.53% | |
| Consumer Cyclical | 10.81% | |
| Industrials | 8.67% | |
| Communication Services | 8.51% | |
| Real Estate | 3.26% | |
| Consumer Defensive | 2.34% | |
| Healthcare | 1.30% | |