DL
Daniel Loeb (Third Point) disclosed new in MR COOPER GROUP INC
Daniel Loeb (Third Point) filed a 13F change in MR COOPER GROUP INC (62482R107) on 2025-08-14, covering period end 2025-06-30.
Action
New
Capital
$138,019,250 current disclosed value
Institutional 13F Signals1 evidence source
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
60 changes from Daniel Loeb (Third Point), filed 2025-08-14 for period end 2025-06-30.
$7.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
67066G104 NVIDIA CORPORATION | Increased | $285.2M | $442.4M | 3.74% |
14040H105 CAPITAL ONE FINL CORP | Increased | $195.6M | $383.9M | 2.57% |
78462F953 SPDR S&P 500 ETF TR | Sold out | -$184.5M | $0 | 2.42% |
69331C108 PG&E CORP | Reduced | -$165.6M | $712.3M | 2.17% |
26884L109 EQT CORP | Sold out | -$157.6M | $0 | 2.07% |
912909108 UNITED STATES STL CORP NEW | Sold out | -$153.2M | $0 | 2.01% |
23135106 AMAZON COM INC | Increased | $147.4M | $594.5M | 1.93% |
92840M102 VISTRA CORP | Increased | $142.4M | $242.3M | 1.87% |
62482R107 MR COOPER GROUP INC | New | $138.0M | $138.0M | 1.81% |
254709108 DISCOVER FINL SVCS | Sold out | -$126.3M | $0 | 1.66% |
87422Q109 TALEN ENERGY CORP | Increased | $111.4M | $228.3M | 1.46% |
30303M102 META PLATFORMS INC | New | $110.7M | $110.7M | 1.45% |
00206R102 AT&T INC | Sold out | -$105.6M | $0 | 1.39% |
42809H107 HESS CORP | Sold out | -$99.8M | $0 | 1.31% |
199908104 COMFORT SYS USA INC | New | $99.2M | $99.2M | 1.30% |
235851102 DANAHER CORPORATION | New | $98.8M | $98.8M | 1.30% |
22160N109 COSTAR GROUP INC | Increased | $91.6M | $248.0M | 1.20% |
G3643J108 FLUTTER ENTMT PLC | Increased | $90.9M | $305.8M | 1.19% |
594918104 MICROSOFT CORP | Increased | $80.7M | $199.0M | 1.06% |
34959J108 FORTIVE CORP | Reduced | -$78.6M | $60.5M | 1.03% |
G8068L108 SHARKNINJA INC | Increased | $72.9M | $118.8M | 0.96% |
741623102 PRIMO BRANDS CORPORATION | Increased | $72.6M | $171.1M | 0.95% |
98138H101 WORKDAY INC | New | $72.0M | $72.0M | 0.94% |
77311W101 ROCKET COS INC | New | $67.4M | $67.4M | 0.88% |
11271J107 BROOKFIELD CORP | Increased | $66.9M | $289.1M | 0.88% |
34354P105 FLOWSERVE CORP | New | $62.6M | $62.6M | 0.82% |
147528103 CASEYS GEN STORES INC | Increased | $53.5M | $183.7M | 0.70% |
144285103 CARPENTER TECHNOLOGY CORP | Increased | $49.7M | $207.3M | 0.65% |
256163106 DOCUSIGN INC | New | $48.7M | $48.7M | 0.64% |
16115Q308 CHART INDS INC | New | $35.4M | $35.4M | 0.46% |
49177J102 KENVUE INC | Reduced | -$35.0M | $178.4M | 0.46% |
72352L106 PINTEREST INC | Sold out | -$31.0M | $0 | 0.41% |
50212V100 LPL FINL HLDGS INC | Increased | $29.9M | $234.4M | 0.39% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $28.4M | $323.9M | 0.37% |
G7997W102 SEADRILL LTD | Sold out | -$25.6M | $0 | 0.34% |
538034109 LIVE NATION ENTERTAINMENT IN | Increased | $24.6M | $298.8M | 0.32% |
03769M106 APOLLO GLOBAL MGMT INC | Reduced | -$24.5M | $180.9M | 0.32% |
879433829 TELEPHONE & DATA SYS INC | Reduced | -$22.6M | $239.3M | 0.30% |
74935Q107 RB GLOBAL INC | Reduced | -$21.5M | $73.8M | 0.28% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$15.5M | $174.3M | 0.20% |
219948106 CORPAY INC | Increased | $14.6M | $227.3M | 0.19% |
81141R100 SEA LTD | New | $8.0M | $8.0M | 0.10% |
750940108 RALLIANT CORP | New | $6.1M | $6.1M | 0.08% |
586001109 SOHO HOUSE & CO INC | Increased | $5.9M | $38.0M | 0.08% |
42806J148 HERTZ GLOBAL HLDGS INC | Increased | $5.5M | $14.5M | 0.07% |
46982L108 JACOBS SOLUTIONS INC | Reduced | -$3.1M | $166.2M | 0.04% |
78573M104 SABRE CORP | New | $2.4M | $2.4M | 0.03% |
81764X103 SERVICETITAN INC | New | $1.6M | $1.6M | 0.02% |
03769M304 APOLLO GLOBAL MGMT INC | Increased | $1.6M | $67.4M | 0.02% |
51774107 AURORA INNOVATION INC | Reduced | -$1.5M | $5.4M | 0.02% |
62548M209 CLARITEV CORPORATION | New | $1.4M | $1.4M | 0.02% |
343928107 FLYEXCLUSIVE INC | Reduced | -$1.2M | $2.0M | 0.02% |
G25508105 CRH PLC | Reduced | -$1.1M | $237.8M | 0.01% |
04681Y103 ATEGRITY SPECIALTY IN CO HO | New | $1.1M | $1.1M | 0.01% |
03980N107 ARDENT HEALTH INC | New | $1.0M | $1.0M | 0.01% |
69331C306 PG&E CORP | Reduced | -$999,600 | $5.3M | 0.01% |
51774115 AURORA INNOVATION INC | Reduced | -$990,717 | $1.6M | 0.01% |
69331CAL2 PG&E CORP | Reduced | -$648,778 | $9.9M | 0.01% |
64107A113 NET POWER INC | Sold out | -$152,500 | $0 | 0.00% |
H33700115 GLOBAL BLUE GROUP HOLDING AG | Sold out | -$29,600 | $0 | 0.00% |