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 59 rows. Rows without a quote are marked unavailable.
| 1 | DOW | DOW CHEM CO | 14.05% | Add +204.5% | 22,000,000 | $1.13B | $51.46 | No quote |
| 2 | ALLY | ALLY FINL INC | 13.51% | New | 45,595,000 | $1.09B | $23.88 | No quote |
| 3 | ACT | ACTAVIS PLC | 6.92% | - | 2,500,000 | $557.63M | No quote | No quote |
| 4 | AIG | AMERICAN INTL GROUP INC | 4.06% | - | 6,000,000 | $327.48M | $54.58 | No quote |
| 5 | BID | SOTHEBYS | 3.46% | - | 6,650,000 | $279.23M | No quote | No quote |
| 6 | TMUS | T-MOBILE US INC | 3.34% | Reduce -15.8% | 8,000,000 | $268.96M | $33.62 | No quote |
| 7 | RAX | RACKSPACE HOSTING INC | 3.03% | New | 7,250,000 | $244.04M | No quote | No quote |
| 8 | DG | DOLLAR GEN CORP NEW | 2.85% | Add +33.3% | 4,000,000 | $229.44M | $57.36 | No quote |
| 9 | LBTYK | LIBERTY GLOBAL PLC | 2.78% | Reduce -1.9% | 5,300,000 | $224.24M | $42.31 | No quote |
| 10 | WMB | WILLIAMS COS INC DEL | 2.71% | Reduce -25.0% | 3,750,000 | $218.29M | $58.21 | No quote |
| 11 | CF | CF INDS HLDGS INC | 2.70% | Reduce -6.4% | 905,000 | $217.68M | $240.53 | No quote |
| 12 | APC | ANADARKO PETE CORP | 2.58% | Add +11.8% | 1,900,000 | $207.99M | No quote | No quote |
| 13 | YPF | YPF SOCIEDAD ANONIMA | 2.53% | Add +135.8% | 6,250,000 | $204.25M | $32.68 | No quote |
| 14 | BUD | ANHEUSER BUSCH INBEV SA/NV | 2.50% | Add +29.6% | 1,750,000 | $201.15M | $114.94 | No quote |
| 15 | STZ | CONSTELLATION BRANDS INC | 2.41% | Add +12.8% | 2,200,000 | $193.89M | $88.13 | No quote |
| 16 | ROP | ROPER INDS INC NEW | 2.36% | Add +13.0% | 1,300,000 | $189.81M | $146.01 | No quote |
| 17 | MAS | MASCO CORP | 2.34% | Add +79.0% | 8,500,000 | $188.7M | $22.20 | No quote |
| 18 | LNG | CHENIERE ENERGY INC | 2.00% | Reduce -25.0% | 2,250,000 | $161.33M | No quote | No quote |
| 19 | HTZ | HERTZ GLOBAL HOLDINGS INC | 2.00% | Reduce -4.2% | 5,750,000 | $161.17M | $28.03 | No quote |
| 20 | CCE | COCA COLA ENTERPRISES INC NE | 1.99% | Add +15.5% | 3,350,000 | $160.06M | No quote | No quote |
| 21 | FDX | FEDEX CORP | 1.88% | Reduce -50.0% | 1,000,000 | $151.38M | $151.38 | No quote |
| 22 | AVGO | AVAGO TECHNOLOGIES LTD | 1.79% | - | 2,000,000 | $144.14M | $72.07 | No quote |
| 23 | HRB | BLOCK H & R INC | 1.79% | Add +22.9% | 4,300,000 | $144.14M | $33.52 | No quote |
| 24 | ST | SENSATA TECHNOLOGIES HLDG NV | 1.74% | Add +62.2% | 3,000,000 | $140.34M | $46.78 | No quote |
| 25 | IAC | IAC INTERACTIVECORP | 1.72% | New | 2,000,000 | $138.46M | $69.23 | No quote |
| 26 | CTXS | CITRIX SYS INC | 1.55% | Reduce -21.6% | 2,000,000 | $125.1M | No quote | No quote |
| 27 | FMC | F M C CORP | 1.37% | New | 1,550,000 | $110.34M | $71.19 | No quote |
| 28 | ASH | ASHLAND INC NEW | 1.35% | Add +33.3% | 1,000,000 | $108.74M | $108.74 | No quote |
| 29 | AAL | AMERICAN AIRLS GROUP INC | 1.13% | Reduce -21.3% | 2,125,000 | $91.29M | $42.96 | No quote |
| 30 | XON | INTREXON CORP | 0.90% | Reduce -3.3% | 2,900,000 | $72.88M | No quote | No quote |
| 31 | FNSR | FINISAR CORP | 0.86% | New | 3,500,000 | $69.13M | No quote | No quote |
| 32 | ENPH | ENPHASE ENERGY INC | 0.79% | - | 7,448,987 | $63.69M | No quote | No quote |
| 33 | AMGN | AMGEN INC | 0.66% | New | 450,000 | $53.27M | $118.37 | No quote |
| 34 | WAG | WALGREEN CO | 0.64% | New | 700,000 | $51.89M | No quote | No quote |
| 35 | EQT | EQT CORP | 0.44% | Reduce -63.3% | 330,000 | $35.28M | $106.90 | No quote |
| 36 | MRD | MEMORIAL RESOURCE DEV CORP | 0.43% | New | 1,434,000 | $34.93M | No quote | No quote |
| 37 | JDSU | JDS UNIPHASE CORP | 0.39% | New | 2,500,000 | $31.18M | No quote | No quote |
| 38 | OC | OWENS CORNING NEW | 0.23% | New | 473,000 | $18.3M | $38.68 | No quote |
| 39 | MC | MOELIS & CO | 0.13% | New | 341,044 | $10.84M | $31.78 | No quote |
| 40 | BIOF | BIOFUEL ENERGY CORP | 0.09% | - | 1,043,123 | $7.17M | No quote | No quote |
| 55 | VZ | VERIZON COMMUNICATIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | VRX | VALEANT PHARMACEUTICALS INTL | - | Sold | 0 | $0 | No quote | No quote |
| 53 | TWC | TIME WARNER CABLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 52 | TSU | TIM PARTICIPACOES S A | - | Sold | 0 | $0 | No quote | No quote |
| 51 | SIG | SIGNET JEWELERS LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 50 | OCN | OCWEN FINL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 49 | NOK | NOKIA CORP | - | Sold | 0 | $0 | No quote | No quote |
| 48 | VYX | NCR CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 47 | MDLZ | MONDELEZ INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | IP | INTL PAPER CO | - | Sold | 0 | $0 | No quote | No quote |
| 45 | GOOGL | GOOGLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | CCK | CROWN HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | C | CITIGROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | CTRA | CABOT OIL & GAS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 41 | BIDU | BAIDU 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.