PortDan Loeb: What He Buys and Sells
All disclosed stock trades — with purchase performance, portfolio structure, and the date of each filing. Third Point Fund Portfolio · Third Point.
In brief
In the last 12 months, sales (≈$9.25B) outweighed purchases (≈$5.80B). The largest single transaction was the purchase of WBD shares for $533.2M, while technology and semiconductors dominated among sold positions — e.g., MSFT ($447.3M), AVGO ($15.5M), and NVDA ($33.1M). In the industrial and transportation sector, simultaneous buying and selling of UNP was notable (buy $68.0M, sell $414.9M).
Summary written by AI based on filings; updated daily.
What Dan Loeb Has Been Buying and Selling Recently
Latest reported purchase: UNP (June 30, 2026, $68M).
Where the Money Went
Purchases over the last 12 months by amount.
- WBDWarner Bros Discovery13.5%
- GOOGLAlphabet9.0%
- UNPUnion Pac7.2%
- KEYSKeysight Technologies5.2%
- XYZBlock4.9%
- LYVLive Nation Entertainment4.5%
- CMGChipotle Mexican Grill4.4%
- CEGConstellation Energy4.3%
- NSCNorfolk Southn4.0%
- Other (30)43.0%
Who is Dan Loeb and where does this data come from?
Activist from Third Point fund, known for sharp letters to management.
Transactions are sourced from official 13F quarterly reports, filed within 45 days after the quarter's end. Portevo automatically downloads and translates them into English — nothing is entered manually.
Frequently Asked Questions
What Has Dan Loeb Been Buying Recently?
Latest reported purchases: UNP (June 30, 2026, $68M), ARES (June 30, 2026, $41.7M), TDG (June 30, 2026, $71.9M), KEYS (June 30, 2026, $205M). The list updates automatically from official filings — the full history is on the profile page.
What Is the Performance of Dan Loeb's Purchases?
A portfolio reconstructed from trades over the last 12 months shows a return of +2.28% (as if buying the same stocks on the same day and holding them until today).
How Quickly Are Dan Loeb's New Trades Visible?
As soon as they hit the registry: within 45 days after the end of the quarter. Portevo checks registries several times an hour and sends notifications to followers.
Is It Worth Copying Dan Loeb's Trades?
That is an investor's decision. Filings are delayed, and past performance does not guarantee future results. Portevo shows data, not recommendations.
See also
Follow Dan Loeb on Portevo
Get notified of every new transaction, view full history, a chart of purchases, and a chart of each company's share price with the purchase date marked.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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