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 23 of 53 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 17.15% | Add +1263.3% | 53,850,000 | $1.77B | $32.85 | No quote |
| 2 | AMGN | AMGEN INC | 13.21% | Add +9.4% | 9,850,000 | $1.36B | $138.32 | No quote |
| 3 | AGN | ALLERGAN PLC | 9.67% | Add +11.2% | 3,669,000 | $997.27M | No quote | No quote |
| 4 | DOW | DOW CHEM CO | 9.66% | Add +2.2% | 23,500,000 | $996.4M | $42.40 | No quote |
| 5 | YUM | YUM BRANDS INC | 8.99% | Add +224.5% | 11,600,000 | $927.42M | $79.95 | No quote |
| 6 | KHC | KRAFT HEINZ CO | 5.65% | New | 8,250,000 | $582.29M | $70.58 | No quote |
| 7 | MHK | MOHAWK INDS INC | 3.79% | Reduce -10.4% | 2,150,000 | $390.85M | $181.79 | No quote |
| 8 | TMUS | T MOBILE US INC | 2.51% | - | 6,500,000 | $258.77M | $39.81 | No quote |
| 9 | ROP | ROPER TECHNOLOGIES INC | 2.43% | Add +6.7% | 1,600,000 | $250.72M | $156.70 | No quote |
| 10 | SEE | SEALED AIR CORP NEW | 2.39% | Add +8.3% | 5,250,000 | $246.12M | $46.88 | No quote |
| 11 | TWC | TIME WARNER CABLE INC | 2.26% | New | 1,300,000 | $233.18M | No quote | No quote |
| 12 | EBAY | EBAY INC | 2.13% | Add +12.5% | 9,000,000 | $219.96M | $24.44 | No quote |
| 13 | STZ | CONSTELLATION BRANDS INC | 2.12% | Reduce -7.9% | 1,750,000 | $219.12M | $125.21 | No quote |
| 14 | BID | SOTHEBYS | 2.06% | - | 6,650,000 | $212.67M | No quote | No quote |
| 15 | AVGO | AVAGO TECHNOLOGIES LTD | 2.00% | New | 1,650,000 | $206.27M | $125.01 | No quote |
| 16 | LBTYK | LIBERTY GLOBAL PLC | 1.99% | - | 5,000,000 | $205.1M | $41.02 | No quote |
| 17 | DHR | DANAHER CORP DEL | 1.86% | New | 2,250,000 | $191.72M | $85.21 | No quote |
| 18 | TAP | MOLSON COORS BREWING CO | 1.73% | Add +115.0% | 2,150,000 | $178.49M | $83.02 | No quote |
| 19 | NXPI | NXP SEMICONDUCTORS N V | 1.65% | Reduce -7.1% | 1,950,000 | $169.79M | $87.07 | No quote |
| 20 | IAC | IAC INTERACTIVECORP | 1.58% | Reduce -9.1% | 2,500,000 | $163.18M | $65.27 | No quote |
| 21 | BUD | ANHEUSER BUSCH INBEV SA/NV | 1.44% | Reduce -20.0% | 1,400,000 | $148.85M | $106.32 | No quote |
| 22 | SJM | SMUCKER J M CO | 1.44% | Reduce -10.3% | 1,300,000 | $148.32M | $114.09 | No quote |
| 23 | GRBK | GREEN BRICK PARTNERS INC | 0.85% | - | 8,083,022 | $87.22M | $10.79 | No quote |
| 24 | XON | INTREXON CORP | 0.46% | Reduce -44.4% | 1,500,000 | $47.7M | No quote | No quote |
| 25 | CWEI | WILLIAMS CLAYTON ENERGY INC | 0.33% | Reduce -12.5% | 875,000 | $33.96M | No quote | No quote |
| 26 | APIC | APIGEE CORP | 0.32% | - | 3,166,551 | $33.41M | No quote | No quote |
| 27 | ENPH | ENPHASE ENERGY INC | 0.22% | - | 6,248,987 | $23.12M | No quote | No quote |
| 28 | CWSA | CITIGROUP INC | 0.09% | - | 20,000,000 | $9.2M | No quote | No quote |
| 45 | TCRT | ZIOPHARM ONCOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | WMB | WILLIAMS COS INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 43 | VIV | TELEFONICA BRASIL SA | - | Sold | 0 | $0 | No quote | No quote |
| 42 | SUNEQ | SUNEDISON INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | HOT | STARWOOD HOTELS&RESORTS WRLD | - | Sold | 0 | $0 | No quote | No quote |
| 40 | ST | SENSATA TECHNOLOGIES HLDG NV | - | Sold | 0 | $0 | No quote | No quote |
| 39 | PSX | PHILLIPS 66 | - | Sold | 0 | $0 | No quote | No quote |
| 38 | PRGO | PERRIGO CO PLC | - | Sold | 0 | $0 | No quote | No quote |
| 37 | NOK | NOKIA CORP | - | Sold | 0 | $0 | No quote | No quote |
| 36 | MAS | MASCO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 35 | FDX | FEDEX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 34 | DVN | DEVON ENERGY CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 33 | DAL | DELTA AIR LINES INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 32 | CHTR | CHARTER COMMUNICATIONS INC D | - | Sold | 0 | $0 | No quote | No quote |
| 31 | - | BAXTER INTL INCCUSIP 071813141 | - | Sold | 0 | $0 | No quote | No quote |
| 30 | AIG | AMERICAN INTL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 29 | ALLY | ALLY FINL 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.
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | COBALT INTL ENERGY INCNOTE 2.625%12/0 | OTHER | 92,500,000 | $65.68M |