Historical position

Daniel Loeb’s Cal Maine Foods Inc (CALM) 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 2004Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares100.00KHighest verified quarter-end share count
Quarters reported1Verified quarters with shares above zero
What happened?

Third Point LLC first reported Cal Maine Foods Inc in Q4 2004. Verified positive position history runs through Q4 2004. The current relationship status cannot be determined reliably from supported data.

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.

Q4 2004
New position+100.00K shares · 100.00K shares reported
Filing context

Quarter-end price $12.09 · Estimated holding basis $12.09

Portfolio importance

How important was Cal Maine Foods Inc in Third Point LLC’s reported portfolio?

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

Last reported portfolio weight0.1%Q4 2004
Last reported rank#52of 53 reported positions
Peak portfolio weight0.1%Q4 2004
Best historical rank#52Q4 2004
At peak importanceQ4 2004
CALM
0.1%
Largest holding
7.5%
Cross-investor discovery

Who else owns Cal Maine Foods Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Explore Cal Maine Foods Inc 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$74.292026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$12.09Q4 2004

Derived from validated reported value and shares where supported.

Estimated holding basis$12.09Historical 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.