Current position

Daniel Loeb’s Api Group Corp (APG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2025Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.00MHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Third Point LLC first reported Api Group Corp in Q4 2025. The reported position was increased and reduced across later filings. Third Point LLC currently reports 2.87M shares. The latest verified filing showed: Bought 41.1% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 41.1% more+835.00K shares · 2.87M shares reported after the change
Filing context

Quarter-end price $42.35 · Estimated holding basis $39.45

Q1 2026
Sold 32.3% of the position−970.00K shares · 2.03M shares remained
Filing context

Quarter-end price $40.52 · Estimated holding basis $38.26

Q4 2025
New position+3.00M shares · 3.00M shares reported
Filing context

Quarter-end price $38.26 · Estimated holding basis $38.26

Portfolio importance

How important is Api Group Corp in Third Point LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight2.6%Q2 2026
Current rank#16of 42 reported positions
Peak portfolio weight3.9%Q1 2026
Best historical rank#9Q1 2026
At peak importanceQ1 2026
APG
3.9%
Largest holding
19.4%
Cross-investor discovery

Who else owns Api Group Corp?

Also reported by 1 other tracked investor in their latest verified filings.

Explore Api Group Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$37.392026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$42.35Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$39.45Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.