Daniel Loeb's J Position Overview
Daniel Loeb (via Third Point LLC) currently holds 915,000 shares of Jacobs Solutions Inc. (J) worth $137.12 M, representing 1.53% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Daniel Loeb has maintained a strategic position in J, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 1.17 M shares. Largest reduction occurred in Q3 2025, reducing 349,000 shares.
Analysis based on 13F filings available since 2013 Q2
Daniel Loeb's Jacobs Solutions (J) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jacobs Solutions (J) Trades by Daniel Loeb
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +185,765 | New Buy | 185,765 | $117.51 |
| Q2 2023 | +1.17 M | Add 629.41% | 1.35 M | $118.89 |
| Q3 2023 | +445,018 | Add 32.84% | 1.8 M | $136.50 |
| Q4 2023 | -50,000 | Reduce 2.78% | 1.75 M | $129.80 |
| Q2 2024 | -6,761 | Reduce 0.39% | 1.74 M | $139.71 |
| Q3 2024 | -93,239 | Reduce 5.35% | 1.65 M | $130.90 |
| Q1 2025 | -250,000 | Reduce 15.15% | 1.4 M | $120.89 |
| Q2 2025 | -136,000 | Reduce 9.71% | 1.26 M | $131.45 |
| Q3 2025 | -349,000 | Reduce 27.61% | 915,000 | $149.86 |
Daniel Loeb's Jacobs Solutions Investment FAQs
Daniel Loeb first purchased Jacobs Solutions Inc. (J) in Q1 2023, acquiring 185,765 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb has held Jacobs Solutions Inc. (J) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb's largest addition to Jacobs Solutions Inc. (J) was in Q2 2023, adding 1,354,982 shares worth $161.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Daniel Loeb's firm, Third Point LLC, owns 915,000 shares of Jacobs Solutions Inc. (J), valued at approximately $137.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Jacobs Solutions Inc. (J) represents approximately 1.53% of Daniel Loeb's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb's peak holding in Jacobs Solutions Inc. (J) was 1,800,000 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.