Daniel Loeb - Third Point Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Third Point portfolio managed by Daniel Loeb was diversified across 10 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The ETF sector represents the largest share at 18.4% of total portfolio value, followed by ETF and Technology and Industrials. Together, the top three sectors account for 50.5% 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 (%) | |
|---|---|---|
| ETF | 18.44% | |
| Technology | 16.31% | |
| Industrials | 15.72% | |
| Consumer Cyclical | 13.90% | |
| Financial Services | 13.04% | |
| Utilities | 10.44% | |
| Communication Services | 7.18% | |
| Real Estate | 2.83% | |
| Consumer Defensive | 1.90% | |
| Healthcare | 0.13% | |