"Dan Loeb of Third Point is a brilliant investor worth watching closely whenever the 13F filings roll in. He's a billionaire activist investor who seems to know how to spot value in even an arguably expensive market. Further, he's not afraid to pick up shares of a fallen company in distress, either due to operational issues or leadership question marks."
"Undoubtedly, the mid-cap stocks, which may be a bit underrepresented in the portfolio of the average investor, might be worth a second look. Not only are such names capable of greater growth, but they may also offer deeper value and timelier catalysts that could pave the way for better results over the next couple of years. In this piece, we'll have a closer look at two mid-cap stocks that Loeb's Third Point picked up in the third quarter of 2025."
Dan Loeb of Third Point is a billionaire activist investor who identifies value in expensive markets and buys distressed companies with solvable problems. He targets marked-down firms where strategic shifts or management changes can unlock value. Third Point increased positions in two mid-cap stocks in Q3 2025 that exhibit growth-at-a-reasonable-price characteristics. Mid-cap stocks can offer greater growth, deeper value, and timelier catalysts compared with large-cap index holdings. SharkNinja is an appliance maker growing rapidly, with shares volatile but roughly matching the S&P's recent gains. SharkNinja's products combine strong performance and reasonable pricing, supporting resilient consumer demand.
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