Daniel Loeb is the definition of an Activist Investor who isn't afraid to ruffle some feathers. Known for his "poison pen" letters to management, Loeb thrives on Event-Driven strategies, hunting for companies in the middle of a shake-up or a turnaround.
His portfolio reflects this aggressive style perfectly. His absolute top conviction isn't a tech darling, but PG&E Corp (PCG), a utility giant making a comeback, which sits at the very top of his holdings with a 9.02% weight.
That said, Loeb isn’t ignoring the AI hype train; he’s heavily loaded on the "Mag 7" essentials, with significant bags in Amazon (AMZN), Microsoft (MSFT), and Nvidia (NVDA) backing up his bets.
Data Snapshot
- Portfolio Value: ~$8.37 Billion (Estimated Reported Value)
- Top 5 Assets:
- PG&E Corp (PCG) — 9.02%
- Amazon.com Inc (AMZN) — 7.37%
- Microsoft Corp (MSFT) — 6.81%
- Nvidia Corp (NVDA) — 6.35%
- Norfolk Southern Corp (NSC) — 5.92%
- Top Sector: Technology & Utilities
Portfolio
Update at 26 Desember 2025, from Valuesider
| Ticker |
Stock |
% of Portfolio |
Shares* |
Reported Price* |
% difference Current Price |
Value |
| AMZN |
AMAZONCOM INC |
7.37% |
2,810,000 |
$219.57 |
🟢 5.83% |
$616,991,700 |
| APO (Pfd) |
APOLLO GLOBAL MANAGEMENT |
0.76% |
900,000 |
$70.28 |
- |
$63,252,000 |
| APO |
APOLLO GLOBAL MANAGEMENT INC |
1.03% |
650,000 |
$133.27 |
🔴 0.99% |
$86,625,500 |
| AUR |
AURORA INNOVATION INC |
0.03% |
1,032,463 |
$2.11 |
🟢 94.74% |
$2,173,719 |
| AUROW |
AURORA INNOVATION INC -CW28 |
0.01% |
1,835,000 |
$0.48 |
- |
$877,000 |
| BHC |
BAUSCH HEALTH COS INC |
0.01% |
100,000 |
$6.45 |
🟢 11.32% |
$645,000 |
| BN |
BROOKFIELD CORP |
3.83% |
4,675,000 |
$68.58 |
🔴 32.04% |
$320,611,500 |
| COF |
CAPITAL ONE FINANCIAL CORP |
3.52% |
1,385,000 |
$212.58 |
🟢 16.79% |
$294,423,300 |
| CRS |
CARPENTER TECHNOLOGY |
2.49% |
850,000 |
$245.54 |
🟢 36.20% |
$208,709,000 |
| CASY |
CASEY'S GENERAL STORES INC |
3.38% |
500,000 |
$565.32 |
🟢 0.44% |
$282,660,000 |
| FIX |
COMFORT SYSTEMS USA INC |
1.97% |
200,000 |
$825.18 |
🟢 16.10% |
$165,036,000 |
| CYH |
COMMUNITY HEALTH SYSTEMS INC |
0.01% |
150,000 |
$3.21 |
🔴 0.00% |
$481,500 |
| CORZ |
CORE SCIENTIFIC INC |
0.64% |
3,000,000 |
$17.94 |
🔴 13.21% |
$53,820,000 |
| CSGP |
COSTAR GROUP INC |
3.04% |
3,017,000 |
$84.37 |
🔴 20.72% |
$254,544,290 |
| CRH |
CRH PLC |
3.10% |
2,165,000 |
$119.90 |
🟢 6.37% |
$259,583,500 |
| DHR |
DANAHER CORP |
0.12% |
50,000 |
$198.26 |
🟢 16.75% |
$9,913,000 |
| FLYX.WS |
EG ACQUISITION CORP-A -CW28 |
0.00% |
367,499 |
$0.32 |
- |
$116,681 |
| FND |
FLOOR & DECOR HOLDINGS INC-A |
1.17% |
1,330,000 |
$73.70 |
🔴 14.23% |
$98,021,000 |
| FLUT |
FLUTTER ENTERTAINMENT PLC-DI |
3.40% |
1,120,000 |
$254.00 |
🔴 13.50% |
$284,480,000 |
| FLYX |
FLYEXCLUSIVE INC |
0.06% |
1,022,000 |
$4.94 |
🔴 31.58% |
$5,048,680 |
| HTZWW |
HERTZ GLOBAL HLDGS INC -CW51 |
0.18% |
3,970,000 |
$3.72 |
- |
$14,768,400 |
| J |
JACOBS SOLUTIONS INC |
1.64% |
915,000 |
$149.86 |
- |
$137,121,900 |
| KVUE |
KENVUE INC |
1.74% |
9,000,000 |
$16.23 |
🟢 6.04% |
$146,070,000 |
| LYV |
LIVE NATION ENTERTAINMENT IN |
2.64% |
1,350,000 |
$163.40 |
🔴 11.07% |
$220,590,000 |
| LPLA |
LPL FINANCIAL HOLDINGS INC |
2.36% |
594,143 |
$332.69 |
🟢 12.23% |
$197,665,435 |
| MTZ |
MASTEC INC |
1.84% |
725,000 |
$212.81 |
🟢 5.02% |
$154,287,250 |
| META |
META PLATFORMS INC-CLASS A |
1.93% |
220,000 |
$734.38 |
🔴 9.10% |
$161,563,600 |
| MSFT |
MICROSOFT CORP |
6.81% |
1,100,000 |
$517.95 |
🔴 5.78% |
$569,745,000 |
| COOP |
MR COOPER GROUP INC |
2.33% |
925,000 |
$210.79 |
- |
$194,980,750 |
| NSC |
NORFOLK SOUTHERN CORP |
5.92% |
1,650,000 |
$300.41 |
🔴 2.56% |
$495,676,500 |
| NVDA |
NVIDIA CORP |
6.35% |
2,850,000 |
$186.58 |
🟢 1.09% |
$531,753,000 |
| PCG |
P G & E CORP |
9.02% |
50,100,000 |
$15.08 |
🟢 4.91% |
$755,508,000 |
| PCG (Pfd) |
PG&E CORP |
0.07% |
140,000 |
$39.38 |
- |
$5,513,200 |
| PRMB |
PRIMO BRANDS CORP |
1.52% |
5,775,000 |
$22.10 |
🔴 25.34% |
$127,627,500 |
| RKT |
ROCKET COS INC-CLASS A |
0.93% |
4,000,000 |
$19.38 |
🟢 0.36% |
$77,520,000 |
| SN |
SHARKNINJA INC |
2.22% |
1,800,000 |
$103.15 |
🟢 9.43% |
$185,670,000 |
| SRTA |
STRATA CRITICAL MEDICAL INC |
0.30% |
5,000,000 |
$5.06 |
🔴 1.58% |
$25,300,000 |
| TSM |
TAIWAN SEMICONDUCTOR-SP ADR |
3.67% |
1,100,000 |
$279.29 |
- |
$307,219,000 |
| TLN |
TALEN ENERGY CORP |
1.78% |
350,000 |
$425.38 |
🔴 9.83% |
$148,883,000 |
| TDS |
TELEPHONE AND DATA SYSTEMS |
3.14% |
6,707,274 |
$39.24 |
🟢 2.45% |
$263,193,432 |
| TPX |
TEMPUR SEALY INTERNATIONAL I |
3.02% |
3,000,000 |
$84.33 |
- |
$252,990,000 |
| UNP |
UNION PACIFIC CORP |
2.47% |
875,000 |
$236.37 |
🔴 0.56% |
$206,823,750 |
| VST |
VISTRA CORP |
2.19% |
935,000 |
$195.92 |
🔴 17.33% |
$183,185,200 |
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Update at 10 Desember 2025, from Valuesider
