13F Portfolios

Third Point LLC — DANAHER CORP DEL DHR: Quarterly 13F Position History

Third Point LLC has reported DANAHER CORP DEL (DHR) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 525,000 shares ($99.5M market value, 4.78% of the equity book). Quarter-over-quarter share count change: 75,000 (-12.5%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 525,000 75,000 -12.5% $99.5M 4.78% $189.60
Q4 2025 600,000 +550,000 +1100.0% $137.4M 1.89% $228.92
Q3 2025 50,000 450,000 -90.0% $9.9M 0.12% $198.26
Q2 2025 500,000 +500,000 $98.8M 1.30% $197.54
Q1 2025 0 1,900,000 -100.0% $0 0.00%
Q4 2024 1,900,000 50,000 -2.6% $436.1M 5.86% $229.55
Q3 2024 1,950,000 100,000 -4.9% $542.1M 7.30% $278.02
Q2 2024 2,050,000 0 $512.2M 5.86% $249.85
Q1 2024 2,050,000 0 $511.9M 6.53% $249.72
Q4 2023 2,050,000 400,000 -16.3% $474.2M 7.14% $231.34
Q3 2023 2,450,000 150,000 -5.8% $607.8M 9.29% $248.10
Q2 2023 2,600,000 150,000 -5.5% $624.0M 9.14% $240.00
Q1 2023 2,750,000 +50,000 +1.9% $693.1M 11.34% $252.04
Q4 2022 2,700,000 0 $716.6M 12.01% $265.42
Q3 2022 2,700,000 +400,000 +17.4% $697.4M 12.60% $258.29
Q2 2022 2,300,000 190,000 -7.6% $583.1M 13.80% $253.52
Q1 2022 2,490,000 410,000 -14.1% $730.4M 9.51% $293.33
Q4 2021 2,900,000 +35,000 +1.2% $954.1M 6.66% $329.01
Q3 2021 2,865,000 0 $872.2M 4.76% $304.44
Q2 2021 2,865,000 35,000 -1.2% $768.9M 4.50% $268.36
Q1 2021 2,900,000 100,000 -3.3% $652.7M 4.40% $225.08
Q4 2020 3,000,000 0 $666.4M 5.14% $222.14
Q3 2020 3,000,000 0 $646.0M 6.46% $215.33
Q2 2020 3,000,000 570,000 -16.0% $530.5M 7.26% $176.83
Q1 2020 3,570,000 140,000 -3.8% $494.1M 7.89% $138.41
Q4 2019 3,710,000 0 $569.4M 6.55% $153.48
Q3 2019 3,710,000 0 $535.8M 6.37% $144.43
Q2 2019 3,710,000 0 $530.2M 6.21% $142.92
Q1 2019 3,710,000 +600,000 +19.3% $489.8M 5.49% $132.02
Q4 2018 3,110,000 140,000 -4.3% $320.7M 4.93% $103.12
Q3 2018 3,250,000 0 $353.1M 2.47% $108.66
Q2 2018 3,250,000 0 $320.7M 2.25% $98.68
Q1 2018 3,250,000 60,000 -1.8% $318.2M 2.52% $97.91
Q4 2017 3,310,000 +10,000 +0.3% $307.2M 2.28% $92.82
Q3 2017 3,300,000 0 $283.1M 2.38% $85.78
Q2 2017 3,300,000 +200,000 +6.5% $278.5M 2.47% $84.39
Q1 2017 3,100,000 150,000 -4.6% $265.1M 2.61% $85.53
Q4 2016 3,250,000 1,250,000 -27.8% $253.0M 2.48% $77.84
Q3 2016 4,500,000 +650,000 +16.9% $352.8M 3.07% $78.39
Q2 2016 3,850,000 +150,000 +4.1% $388.9M 3.75% $101.00
Q1 2016 3,700,000 $351.0M 3.29% $94.86

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Third Point LLC first disclose a DHR position in 13F-HR filings?

Third Point LLC first reported DANAHER CORP DEL (DHR) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.

What was Third Point LLC's most recent quarter-over-quarter share-count change in DHR?

Between Q4 2025 and Q1 2026, Third Point LLC reduced its DHR position by 75,000 shares (-12.5%), leaving 525,000 shares at a market value of $99.5M.

Does the implied price-per-share represent Third Point LLC's cost basis in DHR?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.