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  Jacobs Solutions Inc. (J)
← All J superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.53 $126.03–153.08 · VW $138.99i SEC
2025   Q3 915,000 1.53 Reduce 27.61% 0.61 $125.55–168.44 · VW $142.93i $137,121,900 SEC
2025   Q2 1,264,000 2.20 Reduce 10.61% 0.28 $123.55–152.40 · VW $140.73i $166,152,800 SEC
2025   Q1 1,414,000 2.63 Reduce 15.15% 0.45 $105.18–129.70 · VW $120.39i $169,246,000 SEC
2024   Q4 1,666,500 3.00 $132.30 $220,473,000 SEC
2024   Q3 1,666,500 2.93 Reduce 20.93% 0.59 $115.62–149.05 · VW $134.83i $215,985,000 SEC
2024   Q2 2,107,524 2.81 Reduce 0.39% 0.01 $111.04–126.03 · VW $120.62i $243,547,921 SEC
2024   Q1 2,115,698 3.46 $127.16 $269,027,500 SEC
2023   Q4 2,115,698 3.45 Reduce 2.78% 0.11 $104.12–123.39 · VW $116.27i $227,150,000 SEC
2023   Q3 2,176,146 3.79 Add 32.84% 0.94 $99.85–116.76 · VW $107.27i $245,700,000 SEC
2023   Q2 1,638,133 2.39 Add 629.41% 2.06 $90.42–113.82 · VW $105.25i $161,093,810 SEC
2023   Q1 224,584 0.36 Buy 0.36 $90.16–102.38 · VW $94.40i $21,829,245 SEC
Price snapshot:
Current price$126.54
52-week low$105.35
52-week high$167.07