TNTradingNote AI
Back to daily briefing

Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

54 changes from Daniel Loeb (Third Point), filed 2025-05-15 for period end 2025-03-31.

$6.6B portfolio value
StockActionChangeCurrentPortfolio Impact
235851102
DANAHER CORPORATION
Sold out-$436.1M$06.66%
30303M102
META PLATFORMS INC
Sold out-$389.4M$05.94%
23135106
AMAZON COM INC
Reduced-$309.8M$447.1M4.73%
49177J102
KENVUE INC
New$213.4M$213.4M3.26%
31488V107
FERGUSON ENTERPRISES INC
Sold out-$208.3M$03.18%
88160R101
TESLA INC
Sold out-$201.9M$03.08%
78462F953
SPDR S&P 500 ETF TR
New$184.5M$184.5M2.82%
883556102
THERMO FISHER SCIENTIFIC INC
Sold out-$182.1M$02.78%
67066G104
NVIDIA CORPORATION
New$157.2M$157.2M2.40%
22160N109
COSTAR GROUP INC
New$156.5M$156.5M2.39%
912909108
UNITED STATES STL CORP NEW
New$153.2M$153.2M2.34%
03769M106
APOLLO GLOBAL MGMT INC
Increased$139.3M$205.4M2.13%
594918104
MICROSOFT CORP
Reduced-$134.7M$118.2M2.06%
147528103
CASEYS GEN STORES INC
New$130.2M$130.2M1.99%
98138H101
WORKDAY INC
Sold out-$129.0M$01.97%
45866F104
INTERCONTINENTAL EXCHANGE IN
Reduced-$120.9M$189.8M1.85%
87422Q109
TALEN ENERGY CORP
New$116.8M$116.8M1.78%
17243V102
CINEMARK HLDGS INC
Sold out-$116.2M$01.77%
00206R102
AT&T INC
New$105.6M$105.6M1.61%
69331C108
PG&E CORP
Reduced-$100.8M$877.9M1.54%
74935Q107
RB GLOBAL INC
New$95.3M$95.3M1.45%
11271J107
BROOKFIELD CORP
Reduced-$64.5M$222.2M0.98%
H33700107
GLOBAL BLUE GROUP HOLDING AG
Sold out-$58.1M$00.89%
879433829
TELEPHONE & DATA SYS INC
Increased$57.2M$261.9M0.87%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Reduced-$56.1M$295.5M0.86%
538034109
LIVE NATION ENTERTAINMENT IN
Increased$51.5M$274.2M0.79%
46982L108
JACOBS SOLUTIONS INC
Reduced-$51.2M$169.2M0.78%
G8068L108
SHARKNINJA INC
New$45.9M$45.9M0.70%
92840M102
VISTRA CORP
Reduced-$38.0M$99.8M0.58%
72352L106
PINTEREST INC
New$31.0M$31.0M0.47%
741623102
PRIMO BRANDS CORPORATION
Increased$24.6M$98.5M0.38%
14040H105
CAPITAL ONE FINL CORP
Increased$23.3M$188.3M0.36%
26884L109
EQT CORP
Increased$21.6M$157.6M0.33%
42809H107
HESS CORP
Increased$16.7M$99.8M0.25%
254709108
DISCOVER FINL SVCS
Increased$15.5M$126.3M0.24%
586001109
SOHO HOUSE & CO INC
Increased$14.6M$32.1M0.22%
G7997W102
SEADRILL LTD
Reduced-$14.3M$25.6M0.22%
03769M304
APOLLO GLOBAL MGMT INC
Reduced-$12.4M$65.8M0.19%
G25508105
CRH PLC
Reduced-$12.4M$238.8M0.19%
144285103
CARPENTER TECHNOLOGY CORP
Increased$10.0M$157.6M0.15%
G3643J108
FLUTTER ENTMT PLC
Reduced-$9.9M$214.9M0.15%
50212V100
LPL FINL HLDGS INC
Reduced-$9.4M$204.5M0.14%
219948106
CORPAY INC
Increased$6.3M$212.7M0.10%
34959J108
FORTIVE CORP
Reduced-$3.5M$139.0M0.05%
64107A113
NET POWER INC
Reduced-$1.6M$152,5000.03%
18453H106
CLEAR CHANNEL OUTDOOR HLDGS
Sold out-$1.2M$00.02%
69331C306
PG&E CORP
Reduced-$707,000$6.3M0.01%
51774115
AURORA INNOVATION INC
Increased$642,067$2.6M0.01%
51774107
AURORA INNOVATION INC
Increased$438,797$6.9M0.01%
42806J148
HERTZ GLOBAL HLDGS INC
Increased$436,700$9.0M0.01%
69331CAL2
PG&E CORP
Reduced-$288,320$10.6M0.00%
343928107
FLYEXCLUSIVE INC
Reduced-$40,880$3.2M0.00%
343928115
FLYEXCLUSIVE INC
Reduced-$29,400$36,7500.00%
H33700115
GLOBAL BLUE GROUP HOLDING AG
Reduced-$11,067$29,6000.00%

Evidence

Related Cards

MB

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in NVIDIA CORPORATION (67066G104) on 2025-05-15, covering period end 2025-03-31.

DT

David Tepper

David Tepper (Appaloosa) filed a 13F change in SPDR SER TR (78468R796) on 2025-05-15, covering period end 2025-03-31.

WB
Sold out37833100

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in APPLE INC (37833100) on 2025-05-15, covering period end 2025-03-31.

Daniel Loeb (Third Point) disclosed sold out in TESLA INC | TradingNote AI