Daniel Loeb Portfolio: Top Holdings - June 2025
Daniel Loeb's top holdings (June 2025) include PG&E Corp. (PCG), a utility company providing electricity and natural gas services.
Daniel Loeb is the founder of Third Point LLC, a hedge fund focused on value investing. He is known for taking activist positions in various companies, advocating for changes in management and strategy.
PG&E Corp. (PCG)
PG&E is a utility company that provides natural gas and electricity to millions of customers in Northern and Central California. Its operations span a vast service area, delivering energy to residential, commercial, and industrial customers. Currently, Daniel Loeb's position in PG&E is valued at $862.57M. Analysts have set a price target of $21.75 for PG&E, and the company's discounted cash flow value is estimated at $16.94.
Here's an overview of Daniel Loeb's trades in PG&E Corp.:
Amazon.com Inc. (AMZN)
Amazon.com is a global e-commerce and cloud computing giant. The company's offerings range from online retail and digital streaming to cloud services via Amazon Web Services (AWS). Amazon's market capitalization is $2.18T, while the current value of Daniel Loeb's holding is $481.77M. The analyst price target for Amazon is $256.67, and the discounted cash flow value stands at $29.92.
Here's an overview of Daniel Loeb's trades in Amazon.com Inc.:
Taiwan Semiconductor Manufacturing - ADR (TSM)
Taiwan Semiconductor Manufacturing (TSM) is the world's largest dedicated independent semiconductor foundry. It manufactures chips for various customers, enabling a wide range of electronic devices. Taiwan Semiconductor Manufacturing has a market capitalization of $1.0T, and the value of Daniel Loeb's position in the company is currently $344.11M. The analyst price target for TSM is $215.0, while the discounted cash flow value is $22.05.
Here's an overview of Daniel Loeb's trades in Taiwan Semiconductor Manufacturing - ADR:
Live Nation Entertainment Inc (LYV)
Live Nation Entertainment is a global leader in the live entertainment industry. The company owns, operates, and has exclusive booking rights for a large number of venues. Live Nation Entertainment Inc's market cap is $31.8B, and this holding in Daniel Loeb's portfolio is currently worth $288.1M.
Here's an overview of Daniel Loeb's trades in Live Nation Entertainment Inc:
Brookfield Corporation - Ordinary Shares - Class A (BN)
Brookfield Corporation is a global alternative asset manager. The company focuses on long-life, high-quality assets across real estate, infrastructure, renewable power, and private equity. Brookfield Corporation has a market capitalization of $80.06B, with Daniel Loeb's position currently valued at $244.73M.
Here's an overview of Daniel Loeb's trades in Brookfield Corporation - Ordinary Shares - Class A: