Whale Receipts(@WhaleReceipts):Dan Loeb’s Third Point increased its Capital One share count almost sixfold in one quarter. March 31: 140,000 shares. June 30: 825,000 shares. That’s 685,000 additional $COF shares, a 489% increase. The position was worth $165.5 million at the end of Q2 2026. This is the kind of change I look for in filings: a manager taking an existing investment and making it substantially larger.

Whale Receipts

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Whale Receipts@WhaleReceipts

2026.09.14 15:30

Dan Loeb’s Third Point increased its Capital One share count almost sixfold in one quarter. March 31: 140,000 shares. June 30: 825,000 shares. That’s 685,000 additional $COF shares, a 489% increase. The position was worth $165.5 million at the end of Q2 2026. This is the kind of change I look for in filings: a manager taking an existing investment and making it substantially larger.