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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Live quotes available for 4 of 43 rows. Rows without a quote are marked unavailable.
| 1 | TDG | TRANSDIGM GROUP INC COM | 9.96% | - | 1,800,000 | $91.85M | $51.03 | No quote |
| 2 | ACL | ALCON INC COM SHS | 9.66% | Add +115.4% | 700,000 | $89.13M | No quote | No quote |
| 3 | CIT | CIT GROUP INC COM NEW | 8.98% | Add +4.1% | 2,446,500 | $82.84M | No quote | No quote |
| 4 | PHH | PHH CORP COM NEW | 8.61% | Reduce -7.3% | 4,170,200 | $79.4M | No quote | No quote |
| 5 | HNT | HEALTH NET INC COM | 7.93% | - | 3,000,000 | $73.11M | No quote | No quote |
| 6 | ARG | AIRGAS INC COM | 7.28% | Add +16.8% | 1,080,000 | $67.18M | No quote | No quote |
| 7 | QVCA | LIBERTY MEDIA CORP NEW INT COM SER A | 5.69% | Add +4.2% | 5,000,000 | $52.5M | No quote | No quote |
| 8 | CCE | COCA COLA ENTERPRISES INC COM | 5.61% | - | 2,002,000 | $51.77M | No quote | No quote |
| 9 | MJN | MEAD JOHNSON NUTRITION CO COM | 5.43% | - | 1,000,000 | $50.12M | No quote | No quote |
| 10 | M | MACYS INC COM | 5.05% | Add +333.3% | 2,600,000 | $46.54M | $17.90 | No quote |
| 11 | AZPN | ASPEN TECHNOLOGY INC COM | 4.12% | Reduce -30.5% | 3,491,200 | $38.02M | No quote | No quote |
| 12 | XRX | XEROX CORP COM | 3.92% | Reduce -35.7% | 4,500,000 | $36.18M | $8.04 | No quote |
| 13 | NABI | NABI BIOPHARMACEUTICALS COM | 2.71% | Reduce -22.2% | 4,600,100 | $25.03M | No quote | No quote |
| 14 | MSG | MADISON SQUARE GARDEN INC CL A | 2.13% | Reduce -2.4% | 1,000,000 | $19.67M | No quote | No quote |
| 15 | DEPO | DEPOMED INC COM | 2.06% | - | 6,790,000 | $19.01M | No quote | No quote |
| 16 | XRM | XERIUM TECHNOLOGIES INC COM NEW | 1.98% | New | 1,294,507 | $18.28M | No quote | No quote |
| 17 | - | PHH CORP NOTE 4.000% 4/1CUSIP 693320AH6 | 1.76% | New | 15,000,000 | $16.26M | No quote | No quote |
| 18 | RFMD | RF MICRODEVICES INC COM | 1.61% | Reduce -24.0% | 3,800,000 | $14.86M | No quote | No quote |
| 19 | AXAS | ABRAXAS PETE CORP COM | 1.33% | - | 4,801,054 | $12.25M | No quote | No quote |
| 20 | PXP | PLAINS EXPL& PRODTN CO COM | 0.89% | New | 400,000 | $8.24M | No quote | No quote |
| 21 | VPFG | VIEWPOINT FINL GROUP COM | 0.84% | New | 775,100 | $7.75M | No quote | No quote |
| 22 | BIOF | BIOFUEL ENERGY CORP COM | 0.80% | - | 5,578,800 | $7.42M | No quote | No quote |
| 23 | AMD | ADVANCED MICRO DEVICES INC COM | 0.79% | Reduce -55.6% | 1,000,000 | $7.32M | $7.32 | No quote |
| 24 | EMMSP | EMMIS COMMUNICATIONS CORP PFD CV SER A | 0.51% | Add +4.8% | 216,000 | $4.75M | No quote | No quote |
| 25 | LGND | LIGAND PHARMACEUTICALS INC CL B | 0.32% | - | 2,007,378 | $2.93M | No quote | No quote |
| 26 | VTGWS | VANTAGE DRILLING COMPANY *W EXP 05/24/201 | 0.00% | - | 1,875,000 | $38K | No quote | No quote |
| 43 | WLP | WELLPOINT INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 42 | WPO | WASHINGTON POST CO CL B | - | Sold | 0 | $0 | No quote | No quote |
| 41 | WAG | WALGREEN CO COM | - | Sold | 0 | $0 | No quote | No quote |
| 40 | VVUS | VIVUS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 39 | TM | TOYOTA MOTOR CORP SP ADR REP2COM | - | Sold | 0 | $0 | No quote | No quote |
| 38 | BEE | STRATEGIC HOTELS & RESORTS I COM | - | Sold | 0 | $0 | No quote | No quote |
| 37 | BPOP | POPULAR INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 36 | PNX | PHOENIX COS INC NEW COM | - | Sold | 0 | $0 | No quote | No quote |
| 35 | PVH | PHILLIPS VAN HEUSEN CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 34 | PLL | PALL CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 33 | OSIP | OSI PHARMACEUTICALS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 32 | LEA | LEAR CORP COM NEW | - | Sold | 0 | $0 | No quote | No quote |
| 31 | KFT | KRAFT FOODS INC CL A | - | Sold | 0 | $0 | No quote | No quote |
| 30 | 25490A | DIRECTV COM CL A | - | Sold | 0 | $0 | No quote | No quote |
| 29 | DAN | DANA HOLDING CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 28 | BRCD | BROCADE COMMUNICATIONS SYS I COM NEW | - | Sold | 0 | $0 | No quote | No quote |
| 27 | ALKS | ALKERMES INC COM | - | Sold | 0 | $0 | No quote | No quote |