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 31 of 67 rows. Rows without a quote are marked unavailable.
| 1 | ACT | ACTAVIS PLC | 8.09% | New | 2,500,000 | $514.63M | No quote | No quote |
| 2 | DOW | DOW CHEM CO | 5.52% | Reduce -6.5% | 7,225,000 | $351.06M | $48.59 | No quote |
| 3 | TMUS | T-MOBILE US INC | 4.93% | Add +24.6% | 9,500,000 | $313.79M | $33.03 | No quote |
| 4 | AIG | AMERICAN INTL GROUP INC | 4.72% | Reduce -20.0% | 6,000,000 | $300.06M | $50.01 | No quote |
| 5 | BID | SOTHEBYS | 4.55% | Add +4.7% | 6,650,000 | $289.61M | No quote | No quote |
| 6 | FDX | FEDEX CORP | 4.17% | Reduce -20.0% | 2,000,000 | $265.12M | $132.56 | No quote |
| 7 | CF | CF INDS HLDGS INC | 3.96% | New | 966,500 | $251.91M | $260.64 | No quote |
| 8 | GOOGL | GOOGLE INC | 3.68% | Add +31.3% | 210,000 | $234.05M | $1114.51 | No quote |
| 9 | LBTYK | LIBERTY GLOBAL PLC | 3.46% | Add +500.0% | 5,400,000 | $219.83M | $40.71 | No quote |
| 10 | WMB | WILLIAMS COS INC DEL | 3.19% | Add +17.6% | 5,000,000 | $202.9M | $40.58 | No quote |
| 11 | VZ | VERIZON COMMUNICATIONS INC | 2.62% | New | 3,500,000 | $166.5M | $47.57 | No quote |
| 12 | DG | DOLLAR GEN CORP NEW | 2.62% | Add +33.3% | 3,000,000 | $166.44M | $55.48 | No quote |
| 13 | LNG | CHENIERE ENERGY INC | 2.61% | Reduce -6.3% | 3,000,000 | $166.05M | No quote | No quote |
| 14 | STZ | CONSTELLATION BRANDS INC | 2.61% | Reduce -2.5% | 1,950,000 | $165.69M | $84.97 | No quote |
| 15 | HTZ | HERTZ GLOBAL HOLDINGS INC | 2.51% | - | 6,000,000 | $159.84M | $26.64 | No quote |
| 16 | ROP | ROPER INDS INC NEW | 2.41% | New | 1,150,000 | $153.54M | $133.51 | No quote |
| 17 | CTRA | CABOT OIL & GAS CORP | 2.40% | Add +50.0% | 4,500,000 | $152.46M | $33.88 | No quote |
| 18 | CTXS | CITRIX SYS INC | 2.30% | New | 2,550,000 | $146.47M | No quote | No quote |
| 19 | APC | ANADARKO PETE CORP | 2.27% | Reduce -19.2% | 1,700,000 | $144.09M | No quote | No quote |
| 20 | BUD | ANHEUSER BUSCH INBEV SA/NV | 2.24% | New | 1,350,000 | $142.16M | $105.30 | No quote |
| 21 | CCE | COCA COLA ENTERPRISES INC NE | 2.18% | Reduce -6.5% | 2,900,000 | $138.5M | No quote | No quote |
| 22 | IP | INTL PAPER CO | 2.16% | Reduce -25.0% | 3,000,000 | $137.64M | No quote | No quote |
| 23 | CCK | CROWN HOLDINGS INC | 2.11% | - | 3,000,000 | $134.22M | $44.74 | No quote |
| 24 | AVGO | AVAGO TECHNOLOGIES LTD | 2.03% | New | 2,000,000 | $128.82M | $64.41 | No quote |
| 25 | HRB | BLOCK H & R INC | 1.66% | New | 3,500,000 | $105.67M | $30.19 | No quote |
| 26 | MAS | MASCO CORP | 1.66% | New | 4,750,000 | $105.5M | $22.21 | No quote |
| 27 | AAL | AMERICAN AIRLS GROUP INC | 1.55% | New | 2,700,001 | $98.82M | $36.60 | No quote |
| 28 | C | CITIGROUP INC | 1.50% | New | 2,000,000 | $95.2M | $47.60 | No quote |
| 29 | EQT | EQT CORP | 1.37% | Reduce -14.3% | 900,000 | $87.27M | $96.97 | No quote |
| 30 | SIG | SIGNET JEWELERS LIMITED | 1.33% | New | 800,000 | $84.69M | No quote | No quote |
| 31 | YPF | YPF SOCIEDAD ANONIMA | 1.30% | New | 2,650,000 | $82.57M | $31.16 | No quote |
| 32 | ST | SENSATA TECHNOLOGIES HLDG BV | 1.24% | New | 1,850,000 | $78.88M | $42.64 | No quote |
| 33 | XON | INTREXON CORP | 1.24% | Add +18.1% | 3,000,000 | $78.87M | No quote | No quote |
| 34 | ASH | ASHLAND INC NEW | 1.17% | New | 750,000 | $74.61M | $99.48 | No quote |
| 36 | VYX | NCR CORP NEW | 0.86% | New | 1,500,000 | $54.83M | $36.55 | No quote |
| 35 | ENPH | ENPHASE ENERGY INC | 0.86% | - | 7,448,987 | $54.83M | No quote | No quote |
| 37 | BIDU | BAIDU INC | 0.84% | Reduce -41.7% | 350,000 | $53.29M | $152.27 | No quote |
| 38 | TWC | TIME WARNER CABLE INC | 0.82% | New | 380,000 | $52.13M | No quote | No quote |
| 39 | MDLZ | MONDELEZ INTL INC | 0.81% | New | 1,500,000 | $51.83M | $34.55 | No quote |
| 40 | TSU | TIM PARTICIPACOES S A | 0.65% | New | 1,600,000 | $41.54M | No quote | No quote |
| 41 | OCN | OCWEN FINL CORP | 0.62% | New | 1,000,000 | $39.18M | No quote | No quote |
| 42 | NOK | NOKIA CORP | 0.52% | - | 4,500,000 | $33.03M | $7.34 | No quote |
| 43 | VRX | VALEANT PHARMACEUTICALS INTL | 0.52% | New | 250,000 | $32.96M | No quote | No quote |
| 44 | BIOF | BIOFUEL ENERGY CORP | 0.12% | - | 1,043,123 | $7.62M | No quote | No quote |
| 60 | YHOO | YAHOO INC | - | Sold | 0 | $0 | No quote | No quote |
| 59 | NXPI | NXP SEMICONDUCTORS N V | - | Sold | 0 | $0 | No quote | No quote |
| 58 | NRF | NORTHSTAR RLTY FIN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 57 | NLSN | NIELSEN HOLDINGS N V | - | Sold | 0 | $0 | No quote | No quote |
| 56 | MPC | MARATHON PETE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 55 | LBTYA | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | GILD | GILEAD SCIENCES INC | - | Sold | 0 | $0 | No quote | No quote |
| 53 | FNF | FIDELITY NATIONAL FINANCIAL | - | Sold | 0 | $0 | No quote | No quote |
| 52 | CYT | CYTEC INDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 51 | COLE | COLE REAL ESTATE INVTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | CQH | CHENIERE ENERGY PTNRS LP HLD | - | Sold | 0 | $0 | No quote | No quote |
| 49 | BB | BLACKBERRY LTD | - | Sold | 0 | $0 | No quote | No quote |
| 48 | BEAV | B/E AEROSPACE INC | - | Sold | 0 | $0 | No quote | No quote |
| 47 | AAPL | APPLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | ATVI | ACTIVISION BLIZZARD INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | ABT | ABBOTT LABS | - | 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.