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 35 of 59 rows. Rows without a quote are marked unavailable.
| 1 | AMGN | AMGEN INC | 13.62% | Reduce -10.0% | 9,000,000 | $1.38B | $153.52 | No quote |
| 2 | DOW | DOW CHEM CO | 11.60% | Add +4.5% | 23,000,000 | $1.18B | $51.17 | No quote |
| 3 | AGN | ALLERGAN PLC | 9.87% | New | 3,300,000 | $1B | No quote | No quote |
| 4 | EBAY | EBAY INC | 4.75% | Reduce -11.1% | 8,000,000 | $481.92M | $60.24 | No quote |
| 5 | MHK | MOHAWK INDS INC | 4.52% | Add +31.5% | 2,400,000 | $458.16M | $190.90 | No quote |
| 6 | SUNEQ | SUNEDISON INC | 3.66% | Add +24.0% | 12,400,000 | $370.88M | No quote | No quote |
| 7 | YUM | YUM BRANDS INC | 3.18% | Add +8.3% | 3,575,000 | $322.04M | $90.08 | No quote |
| 8 | BID | SOTHEBYS | 2.97% | - | 6,650,000 | $300.85M | No quote | No quote |
| 9 | BAX | BAXTER INTL INC | 2.72% | New | 3,950,000 | $276.22M | $69.93 | No quote |
| 10 | PSX | PHILLIPS 66 | 2.58% | Reduce -18.8% | 3,250,000 | $261.82M | $80.56 | No quote |
| 11 | ROP | ROPER TECHNOLOGIES INC | 2.55% | Reduce -6.3% | 1,500,000 | $258.69M | $172.46 | No quote |
| 12 | LBTYK | LIBERTY GLOBAL PLC | 2.50% | Reduce -13.8% | 5,000,000 | $253.15M | $50.63 | No quote |
| 13 | TMUS | T MOBILE US INC | 2.48% | New | 6,500,000 | $252.01M | $38.77 | No quote |
| 14 | SEE | SEALED AIR CORP NEW | 2.46% | New | 4,850,000 | $249.19M | $51.38 | No quote |
| 15 | ALLY | ALLY FINL INC | 2.21% | Reduce -61.5% | 10,000,000 | $224.3M | $22.43 | No quote |
| 16 | DVN | DEVON ENERGY CORP NEW | 2.20% | New | 3,750,000 | $223.09M | $59.49 | No quote |
| 17 | STZ | CONSTELLATION BRANDS INC | 2.17% | Reduce -5.0% | 1,900,000 | $220.44M | $116.02 | No quote |
| 18 | IAC | IAC INTERACTIVECORP | 2.16% | Add +15.3% | 2,750,000 | $219.07M | $79.66 | No quote |
| 19 | AIG | AMERICAN INTL GROUP INC | 2.13% | - | 3,500,000 | $216.37M | $61.82 | No quote |
| 20 | BUD | ANHEUSER BUSCH INBEV SA/NV | 2.08% | Reduce -12.5% | 1,750,000 | $211.17M | $120.67 | No quote |
| 21 | NXPI | NXP SEMICONDUCTORS N V | 2.03% | Add +31.8% | 2,100,000 | $206.22M | $98.20 | No quote |
| 22 | FDX | FEDEX CORP | 1.68% | Add +11.1% | 1,000,000 | $170.4M | $170.40 | No quote |
| 23 | SJM | SMUCKER J M CO | 1.55% | Add +26.1% | 1,450,000 | $157.19M | $108.41 | No quote |
| 24 | MAS | MASCO CORP | 1.31% | Reduce -50.0% | 5,000,000 | $133.35M | $26.67 | No quote |
| 25 | XON | INTREXON CORP | 1.30% | - | 2,700,000 | $131.76M | No quote | No quote |
| 26 | DAL | DELTA AIR LINES INC DEL | 1.11% | Reduce -47.6% | 2,750,000 | $112.97M | $41.08 | No quote |
| 27 | PRGO | PERRIGO CO PLC | 1.09% | New | 600,000 | $110.9M | $184.83 | No quote |
| 28 | VIV | TELEFONICA BRASIL SA | 1.03% | New | 7,500,000 | $104.48M | No quote | No quote |
| 29 | GRBK | GREEN BRICK PARTNERS INC | 0.86% | Add +54.2% | 8,083,022 | $87.07M | $10.77 | No quote |
| 30 | WMB | WILLIAMS COS INC DEL | 0.85% | New | 1,500,000 | $86.09M | $57.39 | No quote |
| 31 | HOT | STARWOOD HOTELS&RESORTS WRLD | 0.80% | New | 1,000,000 | $81.09M | No quote | No quote |
| 32 | ST | SENSATA TECHNOLOGIES HLDG NV | 0.75% | Reduce -63.9% | 1,443,500 | $76.13M | $52.74 | No quote |
| 33 | TAP | MOLSON COORS BREWING CO | 0.69% | New | 1,000,000 | $69.81M | $69.81 | No quote |
| 34 | CWEI | WILLIAMS CLAYTON ENERGY INC | 0.65% | Add +25.0% | 1,000,000 | $65.75M | No quote | No quote |
| 35 | ENPH | ENPHASE ENERGY INC | 0.47% | - | 6,248,987 | $47.56M | No quote | No quote |
| 36 | - | BAXTER INTL INCCUSIP 071813141 | 0.34% | New | 900,600 | $34.22M | No quote | No quote |
| 37 | APIC | APIGEE CORP | 0.31% | New | 3,166,551 | $31.44M | No quote | No quote |
| 38 | TCRT | ZIOPHARM ONCOLOGY INC | 0.23% | New | 1,950,000 | $23.4M | No quote | No quote |
| 39 | NOK | NOKIA CORP | 0.20% | New | 3,000,000 | $20.55M | $6.85 | No quote |
| 40 | CHTR | CHARTER COMMUNICATIONS INC D | 0.17% | New | 100,000 | $17.13M | $171.25 | No quote |
| 41 | CWSA | CITIGROUP INC | 0.15% | - | 20,000,000 | $14.8M | No quote | No quote |
| 50 | PCP | PRECISION CASTPARTS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 49 | MC | MOELIS & CO | - | Sold | 0 | $0 | No quote | No quote |
| 48 | MCK | MCKESSON CORP | - | Sold | 0 | $0 | No quote | No quote |
| 47 | MXIM | MAXIM INTEGRATED PRODS INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | FLT | FLEETCOR TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | ET | ENERGY TRANSFER EQUITY L P | - | Sold | 0 | $0 | No quote | No quote |
| 44 | ENR | ENERGIZER HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | DG | DOLLAR GEN CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 42 | ACT | ACTAVIS PLC | - | 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 | EBAY | EBAY INCCOM | CALL | Add +20.0% | 3,000,000 | $180.72M |
| 2 | BUD | ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR | CALL | Add +66.7% | 1,250,000 | $150.84M |
| 3 | FXI | ISHARES TRCHINA LG-CAP ETF | CALL | New | 2,000,000 | $92.2M |
| 4 | TMUS | T MOBILE US INCCOM | CALL | New | 1,000,000 | $38.77M |
| 5 | YUM | YUM BRANDS INCCOM | CALL | Add +700.0% | 120,000 | $10.81M |
| 6 | ENR | ENERGIZER HLDGS INCCOM | CALL | New | 17,500 | $2.3M |
| 7 | SUNEQ | SUNEDISON INCCOM | CALL | Reduce -75.0% | 35,000 | $1.05M |
| 8 | IWM | ISHARES TRRUSSELL 2000 ETF | PUT | Sold | 0 | $0 |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | COBALT INTL ENERGY INCNOTE 2.625%12/0 | OTHER | 80,000,000 | $59M |