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 20 of 39 rows. Rows without a quote are marked unavailable.
| 1 | YHOO | YAHOO INC COM | 23.00% | - | 73,000,400 | $1.17B | No quote | No quote |
| 2 | AIG | AMERICAN INTL GROUP INC COM NEW | 15.20% | - | 23,500,000 | $770.57M | $32.79 | No quote |
| 3 | AAPL | APPLE INC COM | 9.34% | - | 710,000 | $473.65M | $667.11 | No quote |
| 4 | DLPH | DELPHI AUTOMOTIVE PLC SHS | 6.12% | - | 10,000,000 | $310M | No quote | No quote |
| 5 | MUR | MURPHY OIL CORP COM | 5.14% | - | 4,923,000 | $260.5M | $52.91 | No quote |
| 6 | KFT | KRAFT FOODS INC CL A | 4.08% | - | 5,000,000 | $206.75M | No quote | No quote |
| 7 | LYB | LYONDELLBASELL INDUSTRIES N SHS - A - | 2.55% | - | 2,500,000 | $129.15M | $51.66 | No quote |
| 8 | NXY | NEXEN INC COM | 2.50% | - | 5,000,000 | $126.7M | No quote | No quote |
| 9 | UTX | UNITED TECHNOLOGIES CORP COM | 2.47% | - | 1,600,000 | $125.26M | No quote | No quote |
| 10 | UNH | UNITEDHEALTH GROUP INC COM | 2.19% | - | 2,000,000 | $110.82M | $55.41 | No quote |
| 11 | SYMC | SYMANTEC CORP COM | 2.15% | - | 8,070,000 | $109.01M | No quote | No quote |
| 12 | WCC | WESCO INTL INC COM | 1.92% | - | 1,699,000 | $97.18M | $57.20 | No quote |
| 13 | LBTYA | LIBERTY GLOBAL INC COM SER A | 1.86% | - | 1,550,000 | $94.16M | $60.75 | No quote |
| 14 | HSH | HILLSHIRE BRANDS CO COM | 1.72% | - | 3,250,000 | $87.04M | No quote | No quote |
| 15 | ADSK | AUTODESK INC COM | 1.64% | - | 2,500,000 | $83.38M | $33.35 | No quote |
| 16 | CTRA | CABOT OIL & GAS CORP COM | 1.55% | - | 1,750,000 | $78.58M | $44.90 | No quote |
| 17 | CCE | COCA COLA ENTERPRISES INC NE COM | 1.54% | - | 2,500,000 | $78.18M | No quote | No quote |
| 18 | STZ | CONSTELLATION BRANDS INC CL A | 1.47% | - | 2,300,000 | $74.41M | $32.35 | No quote |
| 19 | WLP | WELLPOINT INC COM | 1.43% | - | 1,250,000 | $72.51M | No quote | No quote |
| 20 | LBTYK | LIBERTY GLOBAL INC COM SER C | 1.39% | - | 1,250,000 | $70.64M | $56.51 | No quote |
| 21 | ST | SENSATA TECHNOLOGIES HLDG BV SHS | 1.03% | - | 1,750,000 | $52.1M | $29.77 | No quote |
| 22 | WLK | WESTLAKE CHEM CORP COM | 1.01% | - | 700,000 | $51.14M | $73.06 | No quote |
| 23 | WFT | WEATHERFORD INTERNATIONAL LT REG SHS | 1.00% | - | 4,000,000 | $50.72M | No quote | No quote |
| 24 | FWLT | FOSTER WHEELER AG COM | 0.95% | - | 2,000,000 | $47.92M | No quote | No quote |
| 25 | NWL | NEWELL RUBBERMAID INC COM | 0.94% | - | 2,500,000 | $47.73M | $19.09 | No quote |
| 26 | NXPI | NXP SEMICONDUCTORS N V COM | 0.91% | - | 1,850,000 | $46.27M | $25.01 | No quote |
| 27 | BMRN | BIOMARIN PHARMACEUTICAL INC COM | 0.79% | - | 1,000,000 | $40.26M | $40.26 | No quote |
| 28 | VRTX | VERTEX PHARMACEUTICALS INC COM | 0.77% | - | 700,000 | $39.12M | $55.89 | No quote |
| 29 | CI | CIGNA CORPORATION COM | 0.74% | - | 794,000 | $37.45M | $47.17 | No quote |
| 30 | ARIA | ARIAD PHARMACEUTICALS INC COM | 0.64% | - | 1,350,000 | $32.68M | No quote | No quote |
| 31 | ENPH | ENPHASE ENERGY INC COM | 0.61% | - | 7,448,987 | $30.82M | No quote | No quote |
| 32 | GLD | SPDR GOLD TRUST GOLD SHS | 0.44% | - | 130,000 | $22.35M | $171.89 | No quote |
| 33 | RBSPRT | ROYAL BK SCOTLAND GROUP PLC SP ADR PREF T | 0.28% | - | 615,000 | $13.96M | No quote | No quote |
| 34 | MET | METLIFE INC COM | 0.21% | - | 5,000,000 | $10.45M | $2.09 | No quote |
| 35 | RBSPRQ | ROYAL BK SCOTLAND GROUP PLC ADR PREF SHS Q | 0.11% | - | 275,000 | $5.78M | No quote | No quote |
| 36 | BIOF | BIOFUEL ENERGY CORP COM NEW | 0.10% | - | 1,043,123 | $5.29M | No quote | No quote |
| 37 | - | CHESAPEAKE ENERGY CORP NOTE 2.250%12/1CUSIP 165167CB1 | 0.08% | - | 5,000,000 | $4.02M | No quote | No quote |
| 38 | RBSPRN | ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N | 0.07% | - | 170,000 | $3.49M | No quote | No quote |
| 39 | RBSPRS | ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S | 0.06% | - | 150,000 | $3.09M | No quote | No quote |