Funds
Third Point
Дэн Лёб
13F AUM
4.68 B $
positions
43
filed
August 14, 2026
| Ticker | Name | Weight | Δ since |
|---|---|---|---|
| WBD | WARNER BROS DISCOVERY INC | 11.39% | — |
| AMZN | AMAZON COM INC | 8.91% | — |
| GOOGL | ALPHABET INC | 7.83% | — |
| CRH | CRH PLC | 5.02% | — |
| TDS | TELEPHONE & DATA SYS INC | 4.96% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.69% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | 4.44% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 4.38% | — |
| SGI | SOMNIGROUP INTERNATIONAL INC | 4.31% | — |
| XYZ | BLOCK INC | 4.16% | — |
| NSC | NORFOLK SOUTHN CORP | 4.03% | — |
| FLEX | FLEX LTD | 3.57% | — |
| COF | CAPITAL ONE FINL CORP | 3.54% | — |
| HUT | HUT 8 CORP | 3.24% | — |
| CRS | CARPENTER TECHNOLOGY CORP | 2.83% | — |
| APG | API GROUP CORP | 2.59% | — |
| MTZ | MASTEC INC | 2.58% | — |
| TDG | TRANSDIGM GROUP INC | 2.25% | — |
| DHR | DANAHER CORP DEL | 2.2% | — |
| UNP | UNION PAC CORP | 2.03% | — |
| TTMI | TTM TECHNOLOGIES INC | 2.02% | — |
| PFGC | PERFORMANCE FOOD GROUP CO | 1.61% | — |
| GOOGM | ALPHABET INC | 1.41% | — |
| ASML | ASML HLDG NV | 1.27% | — |
| SYY | SYSCO CORP | 1.03% | — |
| ARES | ARES MANAGEMENT CORPORATION | 0.89% | — |
| SPCX | SPACE EXPLORATION TECHN CORP | 0.66% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.62% | — |
| SRTA | STRATA CRITICAL MEDICAL INC | 0.56% | — |
| GOOGN | ALPHABET INC | 0.22% | — |
| SPRY | ARS PHARMACEUTICALS INC | 0.17% | — |
| AUR | AURORA INNOVATION INC | 0.15% | — |
| RIOT | RIOT PLATFORMS INC | 0.15% | — |
| HTZ | HERTZ GLOBAL HLDGS INC | 0.09% | — |
| FLYX | FLYEXCLUSIVE INC | 0.04% | — |
| BLCO | BAUSCH PLUS LOMB CORP | 0.03% | — |
| CORZ | CORE SCIENTIFIC INC NEW | 0.03% | — |
| EROC | EROCK INC | 0.03% | — |
| APLD | APPLIED DIGITAL CORP | 0.02% | — |
| LAR | LITHIUM ARGENTINA AG | 0.01% | — |
| AUR | AURORA INNOVATION INC | 0.01% | — |
| WOLF | WOLFSPEED INC | 0.01% | — |
| FLYX | FLYEXCLUSIVE INC | 0.0% | — |