Third Point Returns to Meta and Nvidia

Dan Loeb’s hedge fund has established or rebuilt three new top positions, including insurer Unum, in September.

Stephen Taub October 7, 2026

In the third quarter, Third Point established at least three new positions that by the end of September had become top-five positions. Two are high-profile AI plays that the hedge fund traded out of in the second quarter.The disclosures were contained in Third Point’s September

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