Exited position

Daniel Loeb’s Planet Fitness Master Issuer (PLNT) 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 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.31MHighest verified quarter-end share count
Quarters reported2Verified quarters with shares above zero
What happened?

Third Point LLC first reported Planet Fitness Master Issuer in Q3 2020. The reported position was increased across later filings. The latest verified relationship event shows that Third Point LLC sold the entire position in Q1 2021, and the stock is no longer reported in the latest verified portfolio.

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.

Q1 2021
Sold the entire position−2.31M shares · No shares reported at quarter-end
Q4 2020
Bought 198.6% more+1.53M shares · 2.31M shares reported after the change
Filing context

Quarter-end price $77.63 · Estimated holding basis $72.27

Q3 2020
New position+772.20K shares · 772.20K shares reported
Filing context

Quarter-end price $61.62 · Estimated holding basis $61.62

Portfolio importance

How important was Planet Fitness Master Issuer 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 weight1.4%Q4 2020
Last reported rank#26of 74 reported positions
Peak portfolio weight1.4%Q4 2020
Best historical rank#26Q4 2020
At peak importanceQ4 2020
PLNT
1.4%
Largest holding
8.2%
Cross-investor discovery

Who else owns Planet Fitness Master Issuer?

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

Joel GreenblattGotham Asset Management
PLNT0.2% of reported portfolio
Ray DalioBridgewater Associates, LP
PLNT0.0% of reported portfolio
Explore Planet Fitness Master Issuer 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$50.752026-09-11

Market context only; not an investor transaction price.

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.