Current position

Daniel Loeb’s Telephone & Data Sys Inc (TDS) 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 2023Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares6.76MHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

Third Point LLC first reported Telephone & Data Sys Inc in Q3 2023. The reported position was increased and reduced across later filings. Third Point LLC currently reports 6.28M shares. The latest verified filing showed: Sold 4.9% of the position.

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
Sold 4.9% of the position−325.00K shares · 6.28M shares remained
Filing context

Quarter-end price $37.01 · Estimated holding basis $28.40

Q1 2026
Sold 1.1% of the position−75.00K shares · 6.60M shares remained
Filing context

Quarter-end price $42.10 · Estimated holding basis $28.40

Q4 2025
Sold 0.5% of the position−32.27K shares · 6.68M shares remained
Filing context

Quarter-end price $41.00 · Estimated holding basis $28.40

Q3 2025
Sold 0.3% of the position−17.73K shares · 6.71M shares remained
Filing context

Quarter-end price $39.24 · Estimated holding basis $28.40

Q2 2025
Sold 0.5% of the position−35.00K shares · 6.73M shares remained
Filing context

Quarter-end price $35.58 · Estimated holding basis $28.40

Q1 2025
Bought 12.7% more+760.00K shares · 6.76M shares reported after the change
Filing context

Quarter-end price $38.74 · Estimated holding basis $28.40

2 unchanged quarters are collapsed by default.

Portfolio importance

How important is Telephone & Data Sys Inc 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 weight5.0%Q2 2026
Current rank#5of 42 reported positions
Peak portfolio weight13.3%Q1 2026
Best historical rank#2Q1 2026
At peak importanceQ1 2026
TDS
13.3%
Largest holding
19.4%
Cross-investor discovery

Who else owns Telephone & Data Sys Inc?

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

Howard MarksOaktree Capital Management LP
TDS3.7% of reported portfolio
Explore Telephone & Data Sys 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$35.902026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$37.01Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$28.40Historical 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.