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 28 of 54 rows. Rows without a quote are marked unavailable.
| 1 | DOW | DOW CHEM CO | 13.85% | - | 22,000,000 | $1.15B | $52.44 | No quote |
| 2 | ALLY | ALLY FINL INC | 11.64% | Reduce -8.1% | 41,915,000 | $969.91M | $23.14 | No quote |
| 3 | ACT | ACTAVIS PLC | 8.33% | Add +15.0% | 2,875,000 | $693.68M | No quote | No quote |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 7.68% | New | 7,200,000 | $639.72M | $88.85 | No quote |
| 5 | EBAY | EBAY INC | 3.06% | New | 4,500,000 | $254.84M | $56.63 | No quote |
| 6 | DG | DOLLAR GEN CORP NEW | 2.93% | - | 4,000,000 | $244.44M | $61.11 | No quote |
| 7 | BID | SOTHEBYS | 2.85% | - | 6,650,000 | $237.54M | No quote | No quote |
| 8 | ST | SENSATA TECHNOLOGIES HLDG NV | 2.67% | Add +66.7% | 5,000,000 | $222.65M | $44.53 | No quote |
| 9 | BUD | ANHEUSER BUSCH INBEV SA/NV | 2.66% | Add +14.3% | 2,000,000 | $221.7M | $110.85 | No quote |
| 10 | LBTYK | LIBERTY GLOBAL PLC | 2.61% | - | 5,300,000 | $217.38M | $41.02 | No quote |
| 11 | CF | CF INDS HLDGS INC | 2.55% | Reduce -16.0% | 760,000 | $212.21M | $279.22 | No quote |
| 12 | APC | ANADARKO PETE CORP | 2.44% | Add +5.3% | 2,000,000 | $202.88M | No quote | No quote |
| 13 | BBBYQ | BED BATH & BEYOND INC | 2.37% | New | 3,000,000 | $197.49M | No quote | No quote |
| 14 | SHPG | SHIRE PLC | 2.33% | New | 750,000 | $194.29M | No quote | No quote |
| 15 | MAS | MASCO CORP | 2.33% | Reduce -4.7% | 8,100,000 | $193.75M | $23.92 | No quote |
| 16 | ROP | ROPER INDS INC NEW | 2.28% | - | 1,300,000 | $190.18M | $146.29 | No quote |
| 17 | CCE | COCA COLA ENTERPRISES INC NE | 2.26% | Add +26.9% | 4,250,000 | $188.53M | No quote | No quote |
| 18 | AMGN | AMGEN INC | 2.23% | Add +194.4% | 1,325,000 | $186.11M | $140.46 | No quote |
| 19 | STZ | CONSTELLATION BRANDS INC | 2.20% | Reduce -4.5% | 2,100,000 | $183.04M | $87.16 | No quote |
| 20 | PH | PARKER HANNIFIN CORP | 1.76% | New | 1,288,300 | $147.06M | $114.15 | No quote |
| 21 | AVGO | AVAGO TECHNOLOGIES LTD | 1.72% | Reduce -17.5% | 1,650,000 | $143.55M | $87.00 | No quote |
| 22 | YPF | YPF SOCIEDAD ANONIMA | 1.66% | Reduce -40.0% | 3,750,000 | $138.71M | $36.99 | No quote |
| 23 | HRB | BLOCK H & R INC | 1.66% | Add +3.4% | 4,448,000 | $137.93M | $31.01 | No quote |
| 24 | EQT | EQT CORP | 1.65% | Add +354.6% | 1,500,000 | $137.31M | $91.54 | No quote |
| 25 | IAC | IAC INTERACTIVECORP | 1.58% | - | 2,000,000 | $131.8M | $65.90 | No quote |
| 26 | ENR | ENERGIZER HLDGS INC | 1.48% | New | 1,000,000 | $123.21M | $123.21 | No quote |
| 27 | FDX | FEDEX CORP | 1.45% | Reduce -25.0% | 750,000 | $121.09M | $161.45 | No quote |
| 28 | SUNEQ | SUNEDISON INC | 1.36% | New | 6,000,000 | $113.28M | No quote | No quote |
| 29 | AAL | AMERICAN AIRLS GROUP INC | 1.17% | Add +29.4% | 2,750,000 | $97.57M | $35.48 | No quote |
| 30 | ENPH | ENPHASE ENERGY INC | 1.12% | Reduce -16.1% | 6,248,987 | $93.67M | No quote | No quote |
| 31 | WMB | WILLIAMS COS INC DEL | 1.00% | Reduce -60.0% | 1,500,000 | $83.03M | $55.35 | No quote |
| 32 | LNG | CHENIERE ENERGY INC | 0.77% | Reduce -64.4% | 800,000 | $64.02M | No quote | No quote |
| 33 | CCK | CROWN HOLDINGS INC | 0.75% | New | 1,400,000 | $62.33M | $44.52 | No quote |
| 34 | XON | INTREXON CORP | 0.65% | - | 2,900,000 | $53.88M | No quote | No quote |
| 35 | TAP | MOLSON COORS BREWING CO | 0.45% | New | 500,000 | $37.22M | $74.44 | No quote |
| 36 | FLT | FLEETCOR TECHNOLOGIES INC | 0.26% | New | 150,000 | $21.32M | No quote | No quote |
| 37 | MC | MOELIS & CO | 0.14% | - | 341,044 | $11.31M | $33.16 | No quote |
| 38 | BIOF | BIOFUEL ENERGY CORP | 0.08% | Add +0.0% | 1,043,126 | $6.66M | No quote | No quote |
| 39 | BIOFR | BIOFUEL ENERGY CORP | 0.04% | New | 1,043,126 | $3M | No quote | No quote |
| 51 | WAG | WALGREEN CO | - | Sold | 0 | $0 | No quote | No quote |
| 50 | TMUS | T-MOBILE US INC | - | Sold | 0 | $0 | No quote | No quote |
| 49 | RAX | RACKSPACE HOSTING INC | - | Sold | 0 | $0 | No quote | No quote |
| 48 | OC | OWENS CORNING NEW | - | Sold | 0 | $0 | No quote | No quote |
| 47 | MRD | MEMORIAL RESOURCE DEV CORP | - | Sold | 0 | $0 | No quote | No quote |
| 46 | JDSU | JDS UNIPHASE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 45 | HTZ | HERTZ GLOBAL HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | FNSR | FINISAR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 43 | FMC | F M C CORP | - | Sold | 0 | $0 | No quote | No quote |
| 42 | CTXS | CITRIX SYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | ASH | ASHLAND INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 40 | AIG | AMERICAN INTL GROUP 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.