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
AWK - American Water Works Co., Inc.	Q3 2009	$19.94	Q4 2009	$22.41	+12.39%	Closed	History

PSX - Phillips 66	Q4 2014	$71.70	Q2 2015	$80.56	+12.36%	Closed	History

DELL - Dell Technologies Inc.	Q1 2021	$44.68	Q1 2022	$50.19	+12.34%	Closed	History

SJM - The J. M. Smucker Co.	Q1 2015	$115.73	Q1 2016	$129.84	+12.19%	Closed	History

EP - El Paso Corp	Q4 2005	$583.68	Q3 2006	$654.72	+12.17%	Closed	History

LYB - LyondellBasell Industries N.V.	Q4 2010	$34.40	Q2 2011	$38.52	+11.98%	Closed	History

KHC - The Kraft Heinz Co.	Q3 2015	$70.58	Q1 2016	$78.56	+11.31%	Closed	History

FMCC - Federal Home Ln Mtg Corp	Q3 2003	$52.40	Q4 2003	$58.32	+11.30%	Closed	History

AAPL - Apple Inc.	Q1 2012	$21.41	Q3 2012	$23.83	+11.27%	Closed	History

COHR - Coherent Corp.	Q4 2007	$12.54	Q1 2008	$13.95	+11.25%	Closed	History

VZ - Verizon Communications Inc.	Q4 2023	$37.07	Q2 2024	$41.24	+11.25%	Closed	History

UTX - United Technologies Corp	Q1 2018	$125.82	Q3 2018	$139.81	+11.12%	Closed	History

GOACW - Go Acquisition Corp	Q1 2021	$0.90	Q2 2022	$1.00	+11.11%	Closed	History

20R - Rice Energy Inc	Q4 2016	$21.35	Q1 2017	$23.70	+11.01%	Closed	History

OIL - Owens Ill Inc Com	Q4 2004	$22.65	Q1 2005	$25.14	+10.99%	Closed	History

CB - Chubb Ltd.	Q1 2016	$119.15	Q4 2016	$132.12	+10.89%	Closed	History

WCC - WESCO International, Inc.	Q1 2023	$154.54	Q1 2024	$171.28	+10.83%	Closed	History

PBG - Pepsi Bottling Group Inc	Q2 2009	$33.84	Q4 2009	$37.50	+10.82%	Closed	History

AAPL - Apple Inc.	Q2 2024	$210.62	Q3 2024	$233.00	+10.63%	Closed	History

FCDE - Bank Yucca Common	Q3 1999	$3.50	Q2 2000	$3.87	+10.57%	Closed	History

MHL - Mortgageit Hldgs Inc	Q3 2004	$14.45	Q1 2005	$15.95	+10.38%	Closed	History

AIG - American International Group, Inc.	Q4 2014	$56.01	Q2 2015	$61.82	+10.37%	Closed	History

ELN - Elan Plc	Q2 2013	$14.14	Q3 2013	$15.58	+10.18%	Closed	History

2818750Q - Lions Gate Entmnt Corp Com	Q2 2009	$5.60	Q3 2009	$6.16	+10.00%	Closed	History

RSNT - Resonate Inc	Q4 2002	$1.76	Q1 2003	$1.93	+9.66%	Closed	History

PONR - Pioneer Cos Inc Com	Q2 2005	$21.99	Q3 2005	$24.06	+9.41%	Closed	History

MPC - Marathon Petroleum Corp.	Q1 2018	$73.11	Q3 2018	$79.97	+9.38%	Closed	History

1440117D - Ashland Inc New	Q1 2014	$99.48	Q2 2014	$108.74	+9.31%	Closed	History

TUX - Trian Acquisition I Corp	Q4 2008	$8.91	Q3 2009	$9.73	+9.20%	Closed	History

PAS - Pepsiamericas Inc	Q2 2009	$26.81	Q4 2009	$29.26	+9.14%	Closed	History

FLYX.WS -	Q4 2023	$0.22	Open	$0.24	+9.09%	Open	History

STFC - State Auto Finl Corp	Q3 2004	$29.03	Q3 2005	$31.64	+8.99%	Closed	History

CTXS - Citrix Sys Inc	Q1 2014	$57.44	Q2 2014	$62.55	+8.90%	Closed	History

NSC - Norfolk Southern Corp.	Q3 2025	$300.41	Open	$326.83	+8.79%	Open	History

271804Q - Issuer Class Cusip # Value Shares Discretion Voting (x$1000) Agribrands Common	Q3 1999	$49.63	Q1 2001	$53.98	+8.76%	Closed	History

CVC - Cablevision Sys Corp Cl A Ny Cablvs	Q3 2009	$23.75	Q4 2009	$25.82	+8.72%	Closed	History

AXP - American Express Co.	Q3 2005	$48.41	Q1 2006	$52.55	+8.55%	Closed	History

APG - APi Group Corp.	Q4 2025	$38.26	Open	$41.51	+8.49%	Open	History

ONXX - Onyx Pharmaceuticals Inc	Q1 2007	$24.84	Q2 2007	$26.90	+8.29%	Closed	History

HES - Hess Corp	Q2 2024	$147.52	Q1 2025	$159.73	+8.28%	Closed	History

NKTR - Nektar Therapeutics	Q3 2005	$254.25	Q2 2006	$275.10	+8.20%	Closed	History

390429Q - Saxon Capital Inc	Q4 2003	$21.00	Q2 2004	$22.68	+8.00%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q2 2020	$215.70	Q4 2020	$232.73	+7.90%	Closed	History

CAG - Conagra Brands, Inc.	Q3 2016	$36.66	Q4 2016	$39.55	+7.88%	Closed	History

MRK - Merck & Co., Inc.	Q3 2018	$67.69	Q4 2018	$72.91	+7.71%	Closed	History

CPAY - Corpay, Inc.	Q1 2024	$308.54	Q2 2025	$331.82	+7.55%	Closed	History

DE - Deere & Co.	Q2 2018	$139.80	Q3 2018	$150.33	+7.53%	Closed	History

GTI - Graftech Intl Ltd	Q3 2011	$12.70	Q4 2011	$13.65	+7.48%	Closed	History

HET - Harrahs Entmt Inc	Q4 2006	$82.72	Q4 2007	$88.75	+7.29%	Closed	History

CI - The Cigna Group	Q2 2012	$44.00	Q3 2012	$47.17	+7.20%	Closed	History

MIR - Mirion Technologies, Inc.	Q1 2006	$25.00	Q2 2006	$26.80	+7.20%	Closed	History

FLUT - Flutter Entertainment plc	Q3 2024	$237.28	Q3 2025	$254.00	+7.05%	Closed	History

NXPI - NXP Semiconductors N.V.	Q2 2017	$109.45	Q4 2017	$117.09	+6.98%	Closed	History

INTC - Intel Corp.	Q4 2020	$49.82	Q3 2021	$53.28	+6.95%	Closed	History

ATVI - Activision Blizzard Inc	Q3 2013	$16.68	Q4 2013	$17.83	+6.89%	Closed	History

UCOMA - United Global Common	Q4 1999	$70.25	Q2 2000	$75.07	+6.86%	Closed	History

TXU - Txu Corp	Q1 2007	$64.10	Q3 2007	$68.47	+6.82%	Closed	History

SLV - iShares Silver Trust	Q1 2021	$22.70	Q2 2021	$24.22	+6.70%	Closed	History

RTP.U - Reinvent Technology Partners	Q3 2020	$11.49	Q4 2020	$12.25	+6.61%	Closed	History

CTLT - Catalent Inc	Q4 2020	$104.07	Q1 2022	$110.90	+6.56%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q3 2019	$132.76	Q4 2020	$141.46	+6.55%	Closed	History

CRHUF - Cohn Robbins Holdings Corp	Q3 2020	$10.09	Q4 2020	$10.75	+6.54%	Closed	History

ROST - Ross Stores, Inc.	Q1 2019	$93.10	Q2 2019	$99.12	+6.47%	Closed	History

NXY - Nexen Inc	Q3 2012	$25.34	Q4 2012	$26.94	+6.31%	Closed	History

HCBK - Hudson City Bancorp	Q2 2005	$11.41	Q4 2005	$12.12	+6.22%	Closed	History

FLT - Fleetcor Technologies Inc	Q3 2014	$142.12	Q1 2015	$150.92	+6.19%	Closed	History

RBA - RB Global, Inc.	Q1 2025	$100.30	Q2 2025	$106.19	+5.87%	Closed	History

BNI - Burlington Northn SAnta Fe C	Q1 2007	$80.43	Q2 2007	$85.14	+5.86%	Closed	History

VLO - Valero Energy Corp.	Q3 2005	$51.67	Q1 2006	$54.64	+5.75%	Closed	History

CERG - Ceres Group Inc	Q4 2001	$3.67	Q2 2002	$3.88	+5.72%	Closed	History

KSU - Kansas City Southern Com	Q1 2007	$35.58	Q2 2007	$37.54	+5.51%	Closed	History

GILD - Gilead Sciences, Inc.	Q3 2011	$19.40	Q4 2011	$20.47	+5.49%	Closed	History

GOAC.U - Go Acquisition Corp	Q3 2020	$10.08	Q4 2020	$10.63	+5.46%	Closed	History

AABA - Altaba Inc	Q3 2017	$66.24	Q4 2017	$69.85	+5.45%	Closed	History

PXP - Plains Expl& Prodtn Co	Q3 2005	$42.82	Q1 2007	$45.14	+5.42%	Closed	History

SHPG - Shire Plc	Q2 2016	$184.08	Q3 2016	$193.86	+5.31%	Closed	History

TIF - Tiffany & Co New	Q1 2013	$69.17	Q2 2013	$72.84	+5.31%	Closed	History

AGN - Allergan Plc	Q3 2019	$168.29	Q1 2020	$177.10	+5.24%	Closed	History

NWL - Newell Brands Inc.	Q2 2012	$18.14	Q3 2012	$19.09	+5.24%	Closed	History

RPLA.U - Replay Acquisition Corp	Q2 2019	$10.02	Q3 2020	$10.53	+5.09%	Closed	History

ARIA - Ariad Pharmaceuticals Inc	Q2 2012	$17.21	Q1 2013	$18.08	+5.06%	Closed	History

1859941D - Far Pt Acquisition Corp	Q2 2018	$9.75	Q2 2020	$10.24	+5.03%	Closed	History

VRY - Victory Acquisition Corp	Q2 2007	$9.43	Q1 2009	$9.90	+4.98%	Closed	History

LITT - Logistics Innovtn Technlgs C	Q4 2021	$9.68	Q1 2023	$10.16	+4.96%	Closed	History

TDG - TransDigm Group Inc.	Q1 2026	$1,158.96	Open	$1,215.34	+4.86%	Open	History

BWC - Blue Whale Acquisition Corp	Q4 2021	$9.70	Q2 2023	$10.16	+4.74%	Closed	History

GLRE - Greenlight Capital Re Ltd Class A	Q2 2007	$22.53	Q4 2009	$23.59	+4.70%	Closed	History

MU - Micron Technology, Inc.	Q1 2023	$60.22	Q2 2023	$62.99	+4.60%	Closed	History

CF - CF Industries Holdings, Inc.	Q1 2014	$52.13	Q4 2014	$54.51	+4.57%	Closed	History

LOW - Lowe's Companies, Inc.	Q1 2016	$75.75	Q2 2016	$79.17	+4.51%	Closed	History

EPAX - Ambassadors Group Inc	Q1 2002	$13.75	Q2 2002	$14.35	+4.36%	Closed	History

GLD - SPDR Gold Shares	Q4 2008	$86.52	Q1 2009	$90.28	+4.35%	Closed	History

SRTA - Strata Critical Medical, Inc.	Q3 2025	$5.06	Open	$5.28	+4.35%	Open	History

3517233Q - Ust Inc	Q3 2008	$66.54	Q4 2008	$69.38	+4.27%	Closed	History

LNC - Lincoln National Corp.	Q3 2001	$46.64	Q4 2001	$48.57	+4.14%	Closed	History

FYR - Sapphire Industrials Corp	Q4 2008	$9.17	Q1 2009	$9.53	+3.93%	Closed	History

NSC - Norfolk Southern Corp.	Q1 2007	$50.60	Q2 2007	$52.57	+3.89%	Closed	History

HCNE - Jaws Hurricane Acquisitn Cor	Q4 2021	$9.80	Q1 2023	$10.17	+3.78%	Closed	History

GQN - Global Brands Acquisition Co	Q4 2008	$9.18	Q1 2009	$9.52	+3.70%	Closed	History

JWSMF - Jaws Mustang Acquisition Cor	Q2 2021	$9.76	Q4 2022	$10.11	+3.59%	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.