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 19 of 48 rows. Rows without a quote are marked unavailable.
| 1 | YHOO | YAHOO INC | 12.99% | Reduce -74.2% | 16,000,000 | $530.72M | No quote | No quote |
| 2 | AIG | AMERICAN INTL GROUP INC | 11.90% | - | 10,000,000 | $486.3M | $48.63 | No quote |
| 3 | BID | SOTHEBYS | 7.40% | Add +146.0% | 6,150,000 | $302.15M | No quote | No quote |
| 4 | FDX | FEDEX CORP | 5.59% | New | 2,000,000 | $228.22M | $114.11 | No quote |
| 5 | LBTYA | LIBERTY GLOBAL PLC | 5.34% | Reduce -8.3% | 2,750,000 | $218.21M | $79.35 | No quote |
| 6 | IP | INTL PAPER CO | 4.66% | Reduce -5.6% | 4,250,000 | $190.4M | No quote | No quote |
| 7 | CF | CF INDS HLDGS INC | 4.49% | Add +3.0% | 870,000 | $183.42M | $210.83 | No quote |
| 8 | STZ | CONSTELLATION BRANDS INC | 3.86% | Add +83.3% | 2,750,000 | $157.85M | $57.40 | No quote |
| 9 | ELN | ELAN PLC | 3.81% | Add +17.6% | 10,000,000 | $155.8M | No quote | No quote |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 3.50% | Reduce -38.0% | 1,550,000 | $142.83M | $92.15 | No quote |
| 11 | APC | ANADARKO PETE CORP | 3.41% | Add +57.9% | 1,500,000 | $139.49M | No quote | No quote |
| 12 | LBTYK | LIBERTY GLOBAL PLC | 3.23% | Reduce -12.5% | 1,750,000 | $132M | $75.43 | No quote |
| 13 | CCE | COCA COLA ENTERPRISES INC NE | 3.15% | Add +220.0% | 3,200,000 | $128.67M | No quote | No quote |
| 14 | TIBX | TIBCO SOFTWARE INC | 2.77% | Reduce -11.5% | 4,425,000 | $113.24M | No quote | No quote |
| 15 | DG | DOLLAR GEN CORP NEW | 2.76% | Reduce -9.1% | 2,000,000 | $112.92M | $56.46 | No quote |
| 16 | BEAV | B/E AEROSPACE INC | 2.53% | Reduce -23.3% | 1,400,000 | $103.35M | No quote | No quote |
| 17 | GOOGL | GOOGLE INC | 2.36% | New | 110,000 | $96.35M | $875.91 | No quote |
| 18 | FOXA | TWENTY FIRST CENTY FOX INC | 2.26% | New | 2,750,000 | $92.15M | $33.51 | No quote |
| 19 | EQT | EQT CORP | 2.17% | New | 1,000,000 | $88.72M | $88.72 | No quote |
| 20 | MPC | MARATHON PETE CORP | 1.97% | - | 1,250,000 | $80.4M | $64.32 | No quote |
| 21 | ENPH | ENPHASE ENERGY INC | 1.48% | - | 7,448,987 | $60.49M | No quote | No quote |
| 22 | FNF | FIDELITY NATIONAL FINANCIAL | 1.37% | New | 2,100,000 | $55.86M | $26.60 | No quote |
| 23 | XON | INTREXON CORP | 1.20% | New | 2,150,592 | $49.13M | No quote | No quote |
| 24 | ATVI | ACTIVISION BLIZZARD INC | 1.06% | New | 2,600,000 | $43.37M | No quote | No quote |
| 25 | CTRA | CABOT OIL & GAS CORP | 1.00% | Reduce -20.0% | 1,100,000 | $41.05M | $37.32 | No quote |
| 26 | NLSN | NIELSEN HOLDINGS N V | 0.89% | New | 1,000,000 | $36.45M | No quote | No quote |
| 27 | DIS | DISNEY WALT CO | 0.79% | Reduce -72.2% | 500,000 | $32.25M | $64.49 | No quote |
| 28 | GILD | GILEAD SCIENCES INC | 0.77% | New | 500,000 | $31.44M | $62.87 | No quote |
| 29 | QVCA | LIBERTY INTERACTIVE CORP | 0.72% | New | 1,250,000 | $29.34M | No quote | No quote |
| 30 | NOK | NOKIA CORP | 0.32% | New | 2,000,000 | $13.02M | $6.51 | No quote |
| 31 | CYT | CYTEC INDS INC | 0.14% | New | 68,300 | $5.56M | No quote | No quote |
| 32 | BIOF | BIOFUEL ENERGY CORP | 0.09% | - | 1,043,123 | $3.81M | No quote | No quote |
| 36 | WMB | WILLIAMS COS INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 35 | WCC | WESCO INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 34 | TIF | TIFFANY & CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 33 | NWSA | NEWS CORP | - | 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 | Add +20.0% | 4,500,000 | $7.16M |
| 2 | CF | CF INDS HLDGS INCCOM | CALL | New | 24,000 | $328K |
| 3 | LNG | CHENIERE ENERGY INCCOM NEW | CALL | Reduce -33.3% | 64,000 | $248K |
| 4 | DG | DOLLAR GEN CORP NEWCOM | CALL | New | 32,000 | $99K |
| 5 | AGN | ALLERGAN INCCOM | CALL | New | 17,500 | $51K |
| 12 | MPC | MARATHON PETE CORPCOM | CALL | Sold | 0 | $0 |
| 11 | EEM | ISHARES TRMSCI EMERG MKT | CALL | Sold | 0 | $0 |
| 10 | GILD | GILEAD SCIENCES INCCOM | CALL | Sold | 0 | $0 |
| 9 | ELN | ELAN PLCADR | CALL | Sold | 0 | $0 |
| 8 | DIS | DISNEY WALT COCOM DISNEY | CALL | Sold | 0 | $0 |
| 7 | STZ | CONSTELLATION BRANDS INCCL A | CALL | Sold | 0 | $0 |
| 6 | APC | ANADARKO PETE CORPCOM | CALL | Sold | 0 | $0 |