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 27 of 55 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP INC | 7.26% | Reduce -25.0% | 7,500,000 | $382.88M | $51.05 | No quote |
| 2 | FDX | FEDEX CORP | 6.82% | Add +25.0% | 2,500,000 | $359.43M | $143.77 | No quote |
| 3 | DOW | DOW CHEM CO | 6.51% | New | 7,725,000 | $342.99M | $44.40 | No quote |
| 4 | BID | SOTHEBYS | 6.41% | Add +3.3% | 6,350,000 | $337.82M | No quote | No quote |
| 5 | YHOO | YAHOO INC | 6.14% | Reduce -50.0% | 8,000,000 | $323.52M | No quote | No quote |
| 6 | TMUS | T-MOBILE US INC | 4.87% | New | 7,625,000 | $256.51M | $33.64 | No quote |
| 7 | IP | INTL PAPER CO | 3.72% | Reduce -5.9% | 4,000,000 | $196.12M | No quote | No quote |
| 8 | GOOGL | GOOGLE INC | 3.40% | Add +45.5% | 160,000 | $179.31M | $1120.71 | No quote |
| 9 | HTZ | HERTZ GLOBAL HOLDINGS INC | 3.26% | New | 6,000,000 | $171.72M | $28.62 | No quote |
| 10 | APC | ANADARKO PETE CORP | 3.17% | Add +40.3% | 2,105,000 | $166.97M | No quote | No quote |
| 11 | WMB | WILLIAMS COS INC DEL | 3.11% | New | 4,250,000 | $163.92M | $38.57 | No quote |
| 12 | LBTYA | LIBERTY GLOBAL PLC | 3.04% | Reduce -34.5% | 1,800,000 | $160.2M | $89.00 | No quote |
| 13 | STZ | CONSTELLATION BRANDS INC | 2.67% | Reduce -27.3% | 2,000,000 | $140.76M | $70.38 | No quote |
| 14 | LNG | CHENIERE ENERGY INC | 2.62% | New | 3,200,000 | $137.98M | No quote | No quote |
| 15 | CCE | COCA COLA ENTERPRISES INC NE | 2.59% | Reduce -3.1% | 3,100,000 | $136.8M | No quote | No quote |
| 16 | DG | DOLLAR GEN CORP NEW | 2.57% | Add +12.5% | 2,250,000 | $135.72M | $60.32 | No quote |
| 17 | CCK | CROWN HOLDINGS INC | 2.54% | New | 3,000,000 | $133.71M | $44.57 | No quote |
| 18 | ABT | ABBOTT LABS | 2.36% | New | 3,250,000 | $124.57M | $38.33 | No quote |
| 19 | BEAV | B/E AEROSPACE INC | 2.23% | Reduce -3.6% | 1,350,000 | $117.49M | No quote | No quote |
| 20 | CTRA | CABOT OIL & GAS CORP | 2.21% | Add +172.7% | 3,000,000 | $116.28M | $38.76 | No quote |
| 21 | GILD | GILEAD SCIENCES INC | 2.14% | Add +200.0% | 1,500,000 | $112.65M | $75.10 | No quote |
| 22 | BIDU | BAIDU INC | 2.02% | New | 600,000 | $106.73M | $177.88 | No quote |
| 23 | EQT | EQT CORP | 1.79% | Add +5.0% | 1,050,000 | $94.27M | $89.78 | No quote |
| 24 | MPC | MARATHON PETE CORP | 1.74% | Reduce -20.0% | 1,000,000 | $91.73M | $91.73 | No quote |
| 25 | FNF | FIDELITY NATIONAL FINANCIAL | 1.69% | Add +30.9% | 2,750,000 | $89.24M | $32.45 | No quote |
| 26 | NLSN | NIELSEN HOLDINGS N V | 1.48% | Add +70.0% | 1,700,000 | $78.01M | No quote | No quote |
| 27 | LBTYK | LIBERTY GLOBAL PLC | 1.44% | Reduce -48.6% | 900,000 | $75.89M | $84.32 | No quote |
| 28 | BB | BLACKBERRY LTD | 1.41% | New | 10,000,000 | $74.4M | $7.44 | No quote |
| 29 | ATVI | ACTIVISION BLIZZARD INC | 1.35% | Add +53.9% | 4,000,000 | $71.32M | No quote | No quote |
| 30 | XON | INTREXON CORP | 1.11% | Add +18.1% | 2,539,200 | $58.6M | No quote | No quote |
| 31 | AAPL | APPLE INC | 1.06% | New | 100,000 | $56.1M | $561.02 | No quote |
| 32 | ENPH | ENPHASE ENERGY INC | 0.90% | - | 7,448,987 | $47.23M | No quote | No quote |
| 33 | CYT | CYTEC INDS INC | 0.88% | Add +632.1% | 500,000 | $46.58M | No quote | No quote |
| 34 | NXPI | NXP SEMICONDUCTORS N V | 0.87% | New | 1,000,000 | $45.93M | $45.93 | No quote |
| 35 | COLE | COLE REAL ESTATE INVTS INC | 0.87% | New | 3,250,000 | $45.63M | No quote | No quote |
| 36 | NOK | NOKIA CORP | 0.69% | Add +125.0% | 4,500,000 | $36.5M | $8.11 | No quote |
| 37 | CQH | CHENIERE ENERGY PTNRS LP HLD | 0.53% | New | 1,500,000 | $28.13M | No quote | No quote |
| 38 | NRF | NORTHSTAR RLTY FIN CORP | 0.51% | New | 2,000,000 | $26.9M | No quote | No quote |
| 39 | BIOF | BIOFUEL ENERGY CORP | 0.03% | - | 1,043,123 | $1.78M | No quote | No quote |
| 46 | FOXA | TWENTY FIRST CENTY FOX INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | TIBX | TIBCO SOFTWARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | TMO | THERMO FISHER SCIENTIFIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | QVCA | LIBERTY INTERACTIVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 42 | ELN | ELAN PLC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | DIS | DISNEY WALT CO | - | Sold | 0 | $0 | No quote | No quote |
| 40 | CF | CF INDS HLDGS INC | - | 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 | AIG | AMERICAN INTL GROUP INCCOM NEW | CALL | New | 5,000,000 | $255.25M |
| 2 | IP | INTL PAPER COCOM | CALL | Reduce -33.3% | 3,000,000 | $147.09M |
| 3 | DG | DOLLAR GEN CORP NEWCOM | CALL | Add +6150.0% | 2,000,000 | $120.64M |
| 4 | GM | GENERAL MTRS COCOM | CALL | New | 80,500 | $3.29M |
| 5 | ACT | ACTAVIS PLCSHS | CALL | New | 15,000 | $2.52M |
| 6 | DOW | DOW CHEM COCOM | CALL | New | 23,000 | $1.02M |
| 9 | LNG | CHENIERE ENERGY INCCOM NEW | CALL | Sold | 0 | $0 |
| 8 | CF | CF INDS HLDGS INCCOM | CALL | Sold | 0 | $0 |
| 7 | AGN | ALLERGAN INCCOM | CALL | Sold | 0 | $0 |