Exited position

Daniel Loeb’s The Campbells Company (CPB) 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 reportedQ2 2018Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares21.00MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Third Point LLC first reported The Campbells Company in Q2 2018. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Third Point LLC sold the entire position in Q1 2020, 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 2020
Sold the entire position−18.50M shares · No shares reported at quarter-end
Q2 2019
Sold 11.9% of the position−2.50M shares · 18.50M shares remained
Filing context

Quarter-end price $40.07 · Estimated holding basis $37.14

Q4 2018
Bought 16.7% more+3.00M shares · 21.00M shares reported after the change
Filing context

Quarter-end price $32.99 · Estimated holding basis $37.14

Q3 2018
Bought 224.3% more+12.45M shares · 18.00M shares reported after the change
Filing context

Quarter-end price $36.63 · Estimated holding basis $37.84

Q2 2018
New position+5.55M shares · 5.55M shares reported
Filing context

Quarter-end price $40.54 · Estimated holding basis $40.54

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was The Campbells Company 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 weight8.2%Q4 2019
Last reported rank#3of 37 reported positions
Peak portfolio weight10.6%Q4 2018
Best historical rank#2Q4 2018
At peak importanceQ4 2018
CPB
10.6%
Largest holding
28.3%
Cross-investor discovery

Who else owns The Campbells Company?

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

Joel GreenblattGotham Asset Management
CPB0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
CPB0.0% of reported portfolio
Explore The Campbells Company 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$21.252026-09-14

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.