DL
Daniel Loeb (Third Point) disclosed new in SOMNIGROUP INTERNATIONAL INC
Daniel Loeb (Third Point) filed a 13F change in SOMNIGROUP INTERNATIONAL INC (88023U101) on 2025-11-14, covering period end 2025-09-30.
Action
New
Capital
$252,990,000 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
61 changes from Daniel Loeb (Third Point), filed 2025-11-14 for period end 2025-09-30.
$9.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
78462F103 SPDR S&P 500 ETF TR | New | $582.9M | $582.9M | 6.48% |
655844108 NORFOLK SOUTHN CORP | New | $495.7M | $495.7M | 5.51% |
594918104 MICROSOFT CORP | Increased | $370.8M | $569.7M | 4.12% |
88023U101 SOMNIGROUP INTERNATIONAL INC | New | $253.0M | $253.0M | 2.81% |
219948106 CORPAY INC | Sold out | -$227.3M | $0 | 2.53% |
907818108 UNION PAC CORP | New | $206.8M | $206.8M | 2.30% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Sold out | -$174.3M | $0 | 1.94% |
576323109 MASTEC INC | New | $154.3M | $154.3M | 1.72% |
147528103 CASEYS GEN STORES INC | Increased | $99.0M | $282.7M | 1.10% |
339750101 FLOOR & DECOR HLDGS INC | New | $98.0M | $98.0M | 1.09% |
03769M106 APOLLO GLOBAL MGMT INC | Reduced | -$94.3M | $86.6M | 1.05% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$89.4M | $294.4M | 0.99% |
67066G104 NVIDIA CORPORATION | Increased | $89.4M | $531.8M | 0.99% |
235851102 DANAHER CORPORATION | Reduced | -$88.9M | $9.9M | 0.99% |
87422Q109 TALEN ENERGY CORP | Reduced | -$79.4M | $148.9M | 0.88% |
538034109 LIVE NATION ENTERTAINMENT IN | Reduced | -$78.2M | $220.6M | 0.87% |
74935Q107 RB GLOBAL INC | Sold out | -$73.8M | $0 | 0.82% |
98138H101 WORKDAY INC | Sold out | -$72.0M | $0 | 0.80% |
G8068L108 SHARKNINJA INC | Increased | $66.9M | $185.7M | 0.74% |
199908104 COMFORT SYS USA INC | Increased | $65.8M | $165.0M | 0.73% |
34354P105 FLOWSERVE CORP | Sold out | -$62.6M | $0 | 0.70% |
34959J108 FORTIVE CORP | Sold out | -$60.5M | $0 | 0.67% |
92840M102 VISTRA CORP | Reduced | -$59.1M | $183.2M | 0.66% |
62482R107 MR COOPER GROUP INC | Increased | $57.0M | $195.0M | 0.63% |
21874A106 CORE SCIENTIFIC INC NEW | New | $53.8M | $53.8M | 0.60% |
30303M102 META PLATFORMS INC | Increased | $50.9M | $161.6M | 0.57% |
256163106 DOCUSIGN INC | Sold out | -$48.7M | $0 | 0.54% |
741623102 PRIMO BRANDS CORPORATION | Reduced | -$43.4M | $127.6M | 0.48% |
69331C108 PG&E CORP | Increased | $43.2M | $755.5M | 0.48% |
586001109 SOHO HOUSE & CO INC | Sold out | -$38.0M | $0 | 0.42% |
50212V100 LPL FINL HLDGS INC | Reduced | -$36.7M | $197.7M | 0.41% |
16115Q308 CHART INDS INC | Sold out | -$35.4M | $0 | 0.39% |
11271J107 BROOKFIELD CORP | Increased | $31.5M | $320.6M | 0.35% |
46982L108 JACOBS SOLUTIONS INC | Reduced | -$29.0M | $137.1M | 0.32% |
92667104 STRATA CRITICAL MEDICAL INC | New | $25.3M | $25.3M | 0.28% |
879433829 TELEPHONE & DATA SYS INC | Increased | $23.9M | $263.2M | 0.27% |
23135106 AMAZON COM INC | Increased | $22.4M | $617.0M | 0.25% |
G25508105 CRH PLC | Increased | $21.8M | $259.6M | 0.24% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$21.3M | $284.5M | 0.24% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$16.7M | $307.2M | 0.19% |
77311W101 ROCKET COS INC | Increased | $10.2M | $77.5M | 0.11% |
49177J102 KENVUE INC | Reduced | -$8.0M | $170.4M | 0.09% |
81141R100 SEA LTD | Sold out | -$8.0M | $0 | 0.09% |
22160N109 COSTAR GROUP INC | Increased | $6.5M | $254.5M | 0.07% |
750940108 RALLIANT CORP | Sold out | -$6.1M | $0 | 0.07% |
03769M304 APOLLO GLOBAL MGMT INC | Reduced | -$4.1M | $63.3M | 0.05% |
51774107 AURORA INNOVATION INC | Reduced | -$3.2M | $2.2M | 0.04% |
343928107 FLYEXCLUSIVE INC | Increased | $3.1M | $5.0M | 0.03% |
78573M104 SABRE CORP | Sold out | -$2.4M | $0 | 0.03% |
81764X103 SERVICETITAN INC | Sold out | -$1.6M | $0 | 0.02% |
144285103 CARPENTER TECHNOLOGY CORP | Increased | $1.4M | $208.7M | 0.02% |
62548M209 CLARITEV CORPORATION | Sold out | -$1.4M | $0 | 0.02% |
04681Y103 ATEGRITY SPECIALTY IN CO HO | Sold out | -$1.1M | $0 | 0.01% |
03980N107 ARDENT HEALTH INC | Sold out | -$1.0M | $0 | 0.01% |
51774115 AURORA INNOVATION INC | Reduced | -$719,450 | $877,000 | 0.01% |
71734107 BAUSCH HEALTH COS INC | New | $645,000 | $645,000 | 0.01% |
203668108 COMMUNITY HEALTH SYS INC NEW | New | $481,500 | $481,500 | 0.01% |
42806J148 HERTZ GLOBAL HLDGS INC | Increased | $277,900 | $14.8M | 0.00% |
69331C306 PG&E CORP | Increased | $249,200 | $5.5M | 0.00% |
69331CAL2 PG&E CORP | Increased | $184,293 | $10.1M | 0.00% |
343928115 FLYEXCLUSIVE INC | Increased | $79,931 | $116,681 | 0.00% |