Copy Invest | Sonar Terminal

Daniel Loeb - Third Point

1350 trades · 1317 closed · 33 open · Win rate: 34.6% · Avg return: +8.7% · Median return: 0%

⚠ 24 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
TSIB - Tishman Speyer Innovation Co	Q2 2021	$9.91	Q3 2021	$9.80	-1.11%	Closed	History

ROP - Roper Technologies, Inc.	Q2 2024	$562.91	Q3 2024	$556.44	-1.15%	Closed	History

FICC - Fieldstone Invt Corp	Q1 2005	$14.57	Q2 2005	$14.40	-1.17%	Closed	History

LDHAU - Ldh Growth Corp I	Q1 2021	$10.12	Q2 2021	$10.00	-1.19%	Closed	History

GO - Grocery Outlet Hldg Corp	Q2 2019	$32.88	Q4 2019	$32.45	-1.31%	Closed	History

VAQC - Vector Acquisition Corp Ii	Q1 2021	$9.90	Q4 2021	$9.77	-1.31%	Closed	History

SHCO - Soho House & Co Inc	Q4 2024	$7.45	Q2 2025	$7.35	-1.34%	Closed	History

2779353Q - Price Communications Common	Q1 2001	$17.21	Q3 2001	$16.97	-1.39%	Closed	History

PVAHQ - Penn Virginia Corp	Q1 2002	$40.15	Q3 2004	$39.59	-1.39%	Closed	History

DFS - Discover Finl Svcs	Q4 2024	$173.23	Q1 2025	$170.70	-1.46%	Closed	History

SVFB - Svf Investment Corp 2	Q1 2021	$10.10	Q2 2021	$9.95	-1.49%	Closed	History

BOAC - Bluescape Opportunities Acqu	Q1 2021	$9.95	Q3 2021	$9.80	-1.51%	Closed	History

DEN - Denbury Inc	Q1 2023	$87.63	Q2 2023	$86.26	-1.56%	Closed	History

ETRN - Equitrans Midstream Corp	Q2 2020	$8.31	Q1 2021	$8.16	-1.81%	Closed	History

RSPP - Rsp Permian Inc	Q1 2017	$41.43	Q4 2017	$40.68	-1.81%	Closed	History

ZTAQU - Zimmer Energy Transition Acq	Q2 2021	$10.15	Q3 2021	$9.96	-1.87%	Closed	History

COF - Capital One Financial Corp.	Q1 2012	$55.74	Q2 2012	$54.66	-1.94%	Closed	History

BBWI - Bath & Body Works, Inc.	Q3 2022	$32.60	Q3 2024	$31.92	-2.09%	Closed	History

FDCP - First Data Corp	Q4 2005	$43.01	Q3 2006	$42.00	-2.35%	Closed	History

DGNU - Dragoneer Growth Opt Corp Ii	Q1 2021	$10.11	Q4 2022	$9.86	-2.47%	Closed	History

LSS - Lone Star Technologies Inc	Q1 2006	$55.41	Q2 2006	$54.02	-2.51%	Closed	History

RONI.WS - Rice Acquisition Corp Ii	Q4 2021	$1.50	Q1 2023	$1.46	-2.67%	Closed	History

ORCL - Oracle Corp.	Q2 2009	$21.42	Q3 2009	$20.84	-2.71%	Closed	History

SWY - Safeway Inc Com	Q1 2008	$29.35	Q2 2008	$28.55	-2.73%	Closed	History

MOLX - Molex Inc	Q3 2005	$26.68	Q4 2005	$25.95	-2.74%	Closed	History

VYGG - Vy Global Growth	Q1 2021	$10.12	Q3 2021	$9.81	-3.06%	Closed	History

LTF - Life Time Fitness Inc	Q4 2008	$12.95	Q1 2009	$12.55	-3.09%	Closed	History

SHY - Ishares Tr	Q4 2017	$83.84	Q4 2022	$81.17	-3.18%	Closed	History

APH - Amphenol Corp.	Q2 2024	$67.37	Q3 2024	$65.16	-3.28%	Closed	History

CSGP - CoStar Group, Inc.	Q1 2021	$82.19	Q4 2021	$79.03	-3.84%	Closed	History

BVFF - Biovail Corp	Q1 2006	$24.35	Q2 2006	$23.41	-3.86%	Closed	History

DOV - Dover Corp.	Q3 2017	$73.82	Q4 2018	$70.95	-3.89%	Closed	History

SHPG - Shire Plc	Q3 2018	$181.27	Q4 2018	$174.04	-3.99%	Closed	History

ABX - Barrick Gold Corp	Q2 2011	$45.29	Q1 2012	$43.48	-4.00%	Closed	History

DSP.U - Sp Acquisition Holdings Inc Unit 99/99/9999	Q4 2007	$10.20	Q1 2008	$9.78	-4.12%	Closed	History

1396 - Georgia Pacific Common	Q4 2000	$29.94	Q1 2001	$28.69	-4.18%	Closed	History

BCR - Bard (c R ) Inc	Q1 2002	$59.05	Q2 2002	$56.58	-4.18%	Closed	History

SPNT - SiriusPoint Ltd.	Q4 2004	$24.85	Q3 2005	$23.78	-4.31%	Closed	History

TIBX - Tibco Software Inc	Q2 2008	$7.65	Q3 2008	$7.32	-4.31%	Closed	History

TCW.U - Triplecrown Acquisition Corp Unit 07/12/2012	Q4 2007	$10.10	Q1 2008	$9.65	-4.46%	Closed	History

AGCB - Altimeter Growth Corp 2	Q1 2021	$10.38	Q3 2022	$9.91	-4.53%	Closed	History

TMUS - T-Mobile US, Inc.	Q1 2017	$64.59	Q3 2017	$61.66	-4.54%	Closed	History

8214761Q - Alcan Inc	Q4 2003	$46.95	Q1 2004	$44.79	-4.60%	Closed	History

FCFCL - First City Common	Q3 1999	$21.76	Q4 1999	$20.74	-4.69%	Closed	History

XRX - Xerox Holdings Corp.	Q4 2009	$22.29	Q2 2010	$21.19	-4.96%	Closed	History

EBAY - eBay Inc.	Q1 2011	$13.06	Q3 2011	$12.41	-4.99%	Closed	History

ITRN - Ituran Location and Control Ltd.	Q4 2005	$15.95	Q1 2006	$15.13	-5.14%	Closed	History

TWX - Time Warner Inc	Q4 2016	$96.53	Q4 2017	$91.47	-5.24%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2012	$58.50	Q3 2012	$55.41	-5.28%	Closed	History

TLCVF - Tlc Vision Corp	Q3 2005	$6.81	Q4 2005	$6.45	-5.29%	Closed	History

ARIA - Ariad Pharmaceuticals Inc	Q1 2007	$4.49	Q4 2007	$4.25	-5.35%	Closed	History

VSTNQ - Visteon Corp	Q4 2001	$15.04	Q2 2002	$14.20	-5.59%	Closed	History

UTX - United Technologies Corp	Q1 2012	$82.94	Q3 2012	$78.29	-5.61%	Closed	History

MC - Moelis & Co.	Q2 2014	$31.78	Q1 2015	$29.99	-5.63%	Closed	History

APC - Anadarko Pete Corp	Q1 2013	$87.45	Q4 2014	$82.50	-5.66%	Closed	History

HNIB - Iac Interactivecorp	Q2 2014	$69.23	Q3 2015	$65.27	-5.72%	Closed	History

GQN.U - Global Brands Acquisition Co Unit 99/99/9999	Q4 2007	$10.08	Q3 2008	$9.50	-5.75%	Closed	History

ALIT - Alight, Inc.	Q3 2021	$229.60	Q4 2021	$216.20	-5.84%	Closed	History

ALLY - Ally Financial Inc.	Q2 2014	$23.88	Q2 2015	$22.43	-6.07%	Closed	History

OVV - Ovintiv Inc.	Q1 2022	$54.07	Q4 2022	$50.71	-6.21%	Closed	History

WCOEQ - Worldcom MCI Tracking	Q2 2001	$16.23	Q3 2001	$15.22	-6.22%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2022	$80.14	Q1 2023	$75.15	-6.23%	Closed	History

ROHIQ - Rotech Healthcare Inc	Q4 2004	$28.00	Q2 2005	$26.25	-6.25%	Closed	History

IIF - Morgan Stanley India Invs Fd	Q4 2004	$30.97	Q1 2005	$29.03	-6.26%	Closed	History

F1E - Fidelity Natl Title Group In Cl A	Q4 2005	$24.35	Q1 2006	$22.77	-6.49%	Closed	History

1411467D - Coca Cola Enterprises Inc	Q1 2010	$27.66	Q2 2010	$25.86	-6.51%	Closed	History

HPE - Hewlett Packard Enterprise Co.	Q1 2017	$13.77	Q2 2017	$12.87	-6.56%	Closed	History

MPC - Marathon Petroleum Corp.	Q1 2019	$59.85	Q2 2019	$55.88	-6.63%	Closed	History

2968900Q - Clear Channel Communications	Q2 2007	$37.82	Q2 2008	$35.20	-6.93%	Closed	History

TZH - Trizechahn Common	Q2 2001	$18.19	Q2 2002	$16.86	-7.31%	Closed	History

TUX.U - Trian Acquisition I Corp Unit 99/99/9999	Q1 2008	$9.90	Q3 2008	$9.15	-7.58%	Closed	History

297807Q - Insignia Finl Group Inc New	Q3 2002	$7.85	Q4 2002	$7.25	-7.64%	Closed	History

FTV - Fortive Corp.	Q4 2024	$56.52	Q2 2025	$52.13	-7.76%	Closed	History

PAM - Pampa Energía S.A.	Q3 2017	$64.71	Q1 2018	$59.60	-7.90%	Closed	History

DIS - The Walt Disney Co.	Q2 2022	$94.40	Q4 2022	$86.88	-7.97%	Closed	History

UBER - Uber Technologies, Inc.	Q1 2021	$54.51	Q2 2021	$50.12	-8.05%	Closed	History

PICO - Pico Common	Q4 1999	$12.14	Q2 2000	$11.15	-8.15%	Closed	History

WYNN - Wynn Resorts, Ltd.	Q1 2018	$182.36	Q2 2018	$167.34	-8.24%	Closed	History

166783Q - Voicestream Wir Common	Q4 2000	$100.62	Q1 2001	$92.31	-8.26%	Closed	History

HUN - Huntsman Corp.	Q4 2007	$25.70	Q1 2008	$23.55	-8.37%	Closed	History

CSE - Capitalsource Inc	Q3 2009	$4.34	Q4 2009	$3.97	-8.53%	Closed	History

FPIC - Fpic Ins Group Inc	Q4 2003	$25.09	Q1 2004	$22.94	-8.57%	Closed	History

ACAD - ACADIA Pharmaceuticals Inc.	Q1 2007	$15.02	Q2 2007	$13.67	-8.99%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2021	$156.14	Q3 2021	$142.10	-8.99%	Closed	History

UTHR - United Therapeutics Corp.	Q2 2006	$28.89	Q3 2006	$26.27	-9.05%	Closed	History

ACW - Accuride Corp New Com	Q1 2011	$13.89	Q2 2011	$12.63	-9.07%	Closed	History

CXS - Crexus Invt Corp	Q1 2011	$11.42	Q4 2011	$10.38	-9.11%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q4 2022	$104.84	Q2 2024	$95.21	-9.19%	Closed	History

AES - The AES Corp.	Q1 2021	$26.81	Q4 2021	$24.30	-9.36%	Closed	History

PE - Parsley Energy Inc	Q1 2017	$32.51	Q4 2017	$29.44	-9.44%	Closed	History

FTCV - Fintech Acquisition Corp V	Q1 2021	$11.21	Q3 2021	$10.13	-9.63%	Closed	History

DVN - Devon Energy Corp.	Q2 2003	$26.70	Q3 2003	$24.10	-9.76%	Closed	History

SEE -	Q2 2015	$51.38	Q2 2016	$45.97	-10.53%	Closed	History

MIR - Mirion Technologies, Inc.	Q3 2007	$40.68	Q1 2008	$36.39	-10.55%	Closed	History

MOLXA - Molex Inc Cl A	Q1 2006	$29.72	Q2 2007	$26.55	-10.67%	Closed	History

NEXA - Nexa Res S A	Q4 2017	$19.61	Q1 2018	$17.51	-10.71%	Closed	History

HFC - Hollyfrontier Corp	Q3 2011	$26.22	Q4 2011	$23.40	-10.76%	Closed	History

CVT - Dragoneer Growth Oppty Corp	Q4 2020	$11.42	Q2 2021	$10.10	-11.56%	Closed	History

ROH - Rohm & Haas Co	Q3 2008	$70.00	Q4 2008	$61.79	-11.73%	Closed	History

GOAL - Ascent Entmt Common	Q3 1999	$14.09	Q4 1999	$12.39	-12.07%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.