Daniel Loeb - Third Point
As of Q2 2026, Daniel Loeb reported 40 long-equity positions worth $4.64B in aggregate.
It also disclosed $28.8M of put notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.
Copy-investor backtest
- Latest quarter
- -0.45%
- 1-year
- +3.69%
- 3-year
- +50.41%
- 5-year
- +38.24%
- 3-year vs S&P 500
- -22.83%
- 5-year vs S&P 500
- -35.44%
- 5-year top 5
- +22.87%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | Reduce -30.6% | 2.86% | 215,000 | $132.62M | $616.84 | $382.18 - $624.49(97%)$404.32 -> $616.44 |
| AVGO | BROADCOM INC | Sold | — | 0 | $0 | — | - |
| MPLN | CLARITEV CORPORATION | Sold | — | 0 | $0 | — | - |
| KLAC | KLA CORP | Sold | — | 0 | $0 | — | - |
| LRCX | LAM RESEARCH CORP | Sold | — | 0 | $0 | — | - |
| META | META PLATFORMS INC | Sold | — | 0 | $0 | — | - |
| NVDA | NVIDIA CORPORATION | Sold | — | 0 | $0 | — | - |
| SN | SHARKNINJA INC | Sold | — | 0 | $0 | — | - |
| GLD | SPDR GOLD TR | Sold | — | 0 | $0 | — | - |
| SMH | VANECK ETF TRUST | Sold | — | 0 | $0 | — | - |
| AMZN | AMAZON COM INC | Reduce -9.8% | 8.98% | 1,750,000 | $417.1M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| MTZ | MASTEC INC | Reduce -9.4% | 2.60% | 290,000 | $120.66M | $416.06 | $322.42 - $441.43(79%)$333.79 -> $416.06 |
| TDS | TELEPHONE & DATA SYS INC | Reduce -4.9% | 5.00% | 6,275,000 | $232.24M | $37.01 | $36.80 - $49.12(2%)$44.14 -> $37.01 |