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
- +0.30%
- 1-year
- +3.00%
- 3-year
- +48.74%
- 5-year
- +8.08%
- 3-year vs S&P 500
- -24.51%
- 5-year vs S&P 500
- -65.61%
- 5-year top 5
- -22.99%
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 18 of 55 rows. Rows without a quote are marked unavailable.
| 1 | YHOO | YAHOO INC | 35.38% | - | 62,000,000 | $1.56B | No quote | No quote |
| 2 | AIG | AMERICAN INTL GROUP INC | 10.15% | Reduce -25.9% | 10,000,000 | $447M | $44.70 | No quote |
| 3 | LBTYA | LIBERTY GLOBAL PLC | 5.01% | New | 3,000,000 | $220.47M | $73.49 | No quote |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | 4.80% | Add +92.3% | 2,500,000 | $211.58M | $84.63 | No quote |
| 5 | IP | INTL PAPER CO | 4.53% | Reduce -31.8% | 4,500,000 | $199.4M | No quote | No quote |
| 6 | CF | CF INDS HLDGS INC | 3.29% | New | 845,000 | $144.92M | $171.50 | No quote |
| 7 | LBTYK | LIBERTY GLOBAL PLC | 3.08% | New | 1,999,998 | $135.78M | $67.89 | No quote |
| 8 | NWSA | NEWS CORP | 2.96% | Reduce -38.5% | 4,000,000 | $130.32M | $32.58 | No quote |
| 9 | ELN | ELAN PLC | 2.73% | New | 8,500,000 | $120.19M | No quote | No quote |
| 10 | TIF | TIFFANY & CO NEW | 2.73% | Reduce -39.2% | 1,650,000 | $120.19M | No quote | No quote |
| 11 | BEAV | B/E AEROSPACE INC | 2.61% | Reduce -8.8% | 1,825,000 | $115.12M | No quote | No quote |
| 12 | DIS | DISNEY WALT CO | 2.58% | New | 1,800,000 | $113.67M | $63.15 | No quote |
| 13 | DG | DOLLAR GEN CORP NEW | 2.52% | Reduce -4.3% | 2,200,000 | $110.95M | $50.43 | No quote |
| 14 | TIBX | TIBCO SOFTWARE INC | 2.43% | Add +400.0% | 5,000,000 | $107.03M | No quote | No quote |
| 15 | CTRA | CABOT OIL & GAS CORP | 2.22% | Add +10.0% | 1,375,000 | $97.65M | $71.02 | No quote |
| 16 | BID | SOTHEBYS | 2.15% | Add +400.0% | 2,500,000 | $94.78M | No quote | No quote |
| 17 | MPC | MARATHON PETE CORP | 2.02% | New | 1,250,000 | $88.83M | $71.06 | No quote |
| 18 | APC | ANADARKO PETE CORP | 1.85% | Reduce -20.8% | 950,000 | $81.63M | No quote | No quote |
| 19 | STZ | CONSTELLATION BRANDS INC | 1.78% | Reduce -25.0% | 1,500,000 | $78.18M | $52.12 | No quote |
| 20 | WCC | WESCO INTL INC | 1.70% | Add +10.0% | 1,100,000 | $74.76M | $67.96 | No quote |
| 21 | ENPH | ENPHASE ENERGY INC | 1.31% | - | 7,448,987 | $57.58M | No quote | No quote |
| 22 | WMB | WILLIAMS COS INC DEL | 1.29% | New | 1,750,000 | $56.82M | $32.47 | No quote |
| 23 | CCE | COCA COLA ENTERPRISES INC NE | 0.80% | New | 1,000,000 | $35.16M | No quote | No quote |
| 24 | BIOF | BIOFUEL ENERGY CORP | 0.08% | - | 1,043,123 | $3.48M | No quote | No quote |
| 46 | VMED | VIRGIN MEDIA INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 45 | TDG | TRANSDIGM GROUP INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 44 | GLD | SPDR GOLD TRUST GOLD SHS | - | Sold | 0 | $0 | No quote | No quote |
| 43 | ST | SENSATA TECHNOLOGIES HLDG BV SHS | - | Sold | 0 | $0 | No quote | No quote |
| 42 | NXPI | NXP SEMICONDUCTORS N V COM | - | Sold | 0 | $0 | No quote | No quote |
| 41 | MUR | MURPHY OIL CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 40 | LYB | LYONDELLBASELL INDUSTRIES N SHS - A - | - | Sold | 0 | $0 | No quote | No quote |
| 39 | LPX | LOUISIANA PAC CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 38 | LBTYK | LIBERTY GLOBAL INC COM SER C | - | Sold | 0 | $0 | No quote | No quote |
| 37 | LBTYA | LIBERTY GLOBAL INC COM SER A | - | Sold | 0 | $0 | No quote | No quote |
| 36 | HSH | HILLSHIRE BRANDS CO COM | - | Sold | 0 | $0 | No quote | No quote |
| 35 | HES | HESS CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 34 | EQIX | EQUINIX INC COM NEW | - | Sold | 0 | $0 | No quote | No quote |
| 33 | EA | ELECTRONIC ARTS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 32 | DLPH | DELPHI AUTOMOTIVE PLC SHS | - | Sold | 0 | $0 | No quote | No quote |
| 31 | CBD | COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A | - | Sold | 0 | $0 | No quote | No quote |
| 30 | CIM | CHIMERA INVT CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 29 | LNG | CHENIERE ENERGY INC COM NEW | - | Sold | 0 | $0 | No quote | No quote |
| 28 | ARIA | ARIAD PHARMACEUTICALS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 27 | AAPL | APPLE INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 26 | AGU | AGRIUM INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 25 | ABBV | ABBVIE INC COM | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.
| 1 | IP | INTL PAPER COCOM | CALL | New | 3,750,000 | $6.26M |
| 2 | ELN | ELAN PLCADR | CALL | New | 3,500,000 | $1.93M |
| 3 | MPC | MARATHON PETE CORPCOM | CALL | New | 1,000,000 | $1.2M |
| 4 | STZ | CONSTELLATION BRANDS INCCL A | CALL | New | 94,500 | $421K |
| 5 | EEM | ISHARES TRMSCI EMERG MKT | CALL | New | 4,000,000 | $320K |
| 6 | GILD | GILEAD SCIENCES INCCOM | CALL | New | 128,000 | $257K |
| 7 | LNG | CHENIERE ENERGY INCCOM NEW | CALL | New | 96,000 | $131K |
| 8 | DIS | DISNEY WALT COCOM DISNEY | CALL | New | 32,000 | $53K |
| 9 | APC | ANADARKO PETE CORPCOM | CALL | New | 32,000 | $12K |