Historical position

Daniel Loeb’s Pfizer (PFE) 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 reportedQ3 2005Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares2.70MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Third Point LLC first reported Pfizer in Q3 2005. The reported position was increased and reduced across later filings. Verified positive position history runs through Q3 2009. 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.

Q3 2009
Bought 40.7% more+665.13K shares · 2.30M shares reported after the change
Filing context

Quarter-end price $16.55 · Estimated holding basis $14.47

Q1 2009
New position+1.63M shares · 1.63M shares reported
Filing context

Quarter-end price $13.62 · Estimated holding basis $13.62

Q3 2006
Sold the entire position−2.55M shares · No shares reported at quarter-end
Q2 2006
Sold 5.6% of the position−150.00K shares · 2.55M shares remained
Filing context

Quarter-end price $23.47 · Estimated holding basis $23.80

Q1 2006
Bought 28.6% more+600.00K shares · 2.70M shares reported after the change
Filing context

Quarter-end price $24.92 · Estimated holding basis $23.80

Q4 2005
New position+2.10M shares · 2.10M shares reported
Filing context

Quarter-end price $23.32 · Estimated holding basis $23.48

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Pfizer 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 weight3.0%Q3 2009
Last reported rank#10of 46 reported positions
Peak portfolio weight4.3%Q1 2009
Best historical rank#8Q1 2009
At peak importanceQ1 2009
PFE
4.3%
Largest holding
22.3%
Cross-investor discovery

Who else owns Pfizer?

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

Joel GreenblattGotham Asset Management
PFE0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
PFE0.0% of reported portfolio
Explore Pfizer 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$27.552026-09-15

Market context only; not an investor transaction price.

Latest filing quarter-end price$16.55Q3 2009

Derived from validated reported value and shares where supported.

Estimated holding basis$14.47Historical reference — not actual purchase price

Calculated from supported filing history.

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

View Pfizer stock page →

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.