Daniel Loeb - Third Point Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Third Point portfolio managed by Daniel Loeb was diversified across 10 sectors, according to the most recent SEC 13F filing dated Feb 17, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Industrials sector represents the largest share at 19.5% of total portfolio value, followed by Industrials and Consumer Cyclical and Technology. Together, the top three sectors account for 53.6% 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 (%) |
|---|---|
| Industrials | 19.51% |
| Consumer Cyclical | 18.56% |
| Technology | 15.55% |
| Financial Services | 13.29% |
| Utilities | 12.12% |
| ETF | 7.60% |
| Communication Services | 7.14% |
| Real Estate | 2.93% |
| Healthcare | 2.41% |
| Consumer Defensive | 0.77% |