Founder, CEO and Chief Investment Officer, Third Point LLC 1995-present
Wrote no book; his caustic 13D letters to boards in the early 2000s created a genre, and the Third Point quarterly letters are among the most quoted in the industry.
34 letters
www.malibulifeinsurance.com/resources
The archive is the London-listed feeder fund rather than thirdpoint.com. Third Point Investors Limited (TPIL) published Loeb's quarterly investor letters as regulatory documents; the vehicle was renamed Malibu Life Reinsurance Holdings in 2025, and its Resources page now carries the letters from Q1 2024 to Q2 2026 plus TPIL/Third Point Offshore annual and interim reports back to 2020. The older quarterly letters, Q1 2020 through Q4 2023, are still served from the fund's CDN at assets.thirdpointlimited.com/f/166217/x/<hash>/..., and those URLs are live. Loeb's activist letters are also listed: the SC 13D exhibit letters on SEC EDGAR (Sotheby's 2013, Yahoo! 2011 and 2012, Soho House 2025) and the public letters to Intel, Disney and Bath & Body Works. Letters older than 2020 - the Star Gas 2005 letter and the 2005-2019 quarterly letters - circulate only through third-party reproductions.