Daniel Loeb - Third Point
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $2,082,795,760
Holdings Activity Buys Sells    History
Holding/activity history for  Corpay, Inc. (CPAY)
← All CPAY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 3.02 $286.72–345.46 · VW $316.26i SEC
2025   Q2 685,000 3.02 Add 12.30% 0.33 $269.02–360.60 · VW $327.94i $227,296,700 SEC
2025   Q1 610,000 3.30 $348.72 $212,719,200 SEC
2024   Q4 610,000 2.81 Reduce 20.26% 0.66 $308.64–385.30 · VW $348.39i $206,436,200 SEC
2024   Q3 765,000 3.25 $312.76 $239,261,400 SEC
2024   Q2 765,000 2.35 Add 17.69% 0.35 $247.10–319.05 · VW $280.04i $203,803,650 SEC
2024   Q1 650,000 2.58 Buy 2.58 $259.25–319.94 · VW $288.89i $200,551,000 SEC
Price snapshot:
Current price$362.06
52-week low$252.84
52-week high$367.43