Daniel Loeb's Concentrated Portfolio: Top Holdings Analysis

Daniel Loeb, through his investment firm Third Point, maintains a highly concentrated portfolio as of March 31, 2026. The portfolio, valued at approximately $2.08 billion, is dominated by a select group of stocks, with Amazon.com Inc. (AMZN) leading the holdings.

Amazon.com Inc. (AMZN), the e-commerce giant, represents the largest position in Loeb's portfolio, accounting for 19.4% of the total value. Loeb held 1,940,000 shares of this stock, worth $404 million. The position saw a slight reduction, with a 10.39% decrease in shares compared to the previous period.

Telephone & Data Systems Inc. (TDS), a provider of communications infrastructure, is the second-largest holding, comprising 13.34% of the portfolio. Loeb owned 6,600,000 shares, valued at $278 million. This position experienced a modest reduction of 1.12% in shares during the period.

CRH PLC (CRH), a multinational building materials and construction services company, holds a significant 9.59% allocation. The position, valued at $199.7 million with 1,900,000 shares, saw a substantial reduction, with a 26.92% decrease in shares.

Somnigroup International Inc. (TPX), a consumer products company, represents 8.06% of the portfolio, valued at $167.8 million with 2,270,769 shares. This position experienced a significant reduction, with a 33.21% decrease in shares.

The portfolio continues with Carpenter Technology Corp. (CRS) at 5.87%, MASTEC Inc. (MTZ) at 4.94%, Danaher Corp (DHR) at 4.78%, Taiwan Semiconductor Manufacturing Co. (TSM) at 4.46%, API Group Corp. (APG) at 3.95%, and Live Nation Entertainment Inc. (LYV) at 3.4%. Each of these positions shows varying degrees of change from the prior period.

For a detailed view of Daniel Loeb's investment strategy and Third Point's holdings, visit Daniel Loeb's profile. For specific information on any stock holding, such as Amazon.com Inc. (AMZN) or Telephone & Data Systems Inc. (TDS), explore the respective company pages at AMZN and TDS.