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 26 of 45 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 20.73% | - | 53,850,000 | $2.21B | $41.08 | No quote |
| 2 | AGN | ALLERGAN PLC | 12.56% | Reduce -7.4% | 5,000,000 | $1.34B | No quote | No quote |
| 3 | DOW | DOW CHEM CO | 11.91% | Reduce -1.0% | 25,000,000 | $1.27B | $50.86 | No quote |
| 4 | GOOGL | ALPHABET INC | 5.00% | New | 700,000 | $534.03M | $762.90 | No quote |
| 5 | YUM | YUM BRANDS INC | 4.22% | Add +7204.1% | 5,500,000 | $450.18M | $81.85 | No quote |
| 6 | AMGN | AMGEN INC | 4.21% | Reduce -66.8% | 3,000,000 | $449.79M | $149.93 | No quote |
| 7 | MHK | MOHAWK INDS INC | 3.58% | Reduce -5.9% | 2,000,000 | $381.8M | $190.90 | No quote |
| 8 | DHR | DANAHER CORP DEL | 3.29% | Add +64.4% | 3,700,000 | $350.98M | $94.86 | No quote |
| 9 | CB | CHUBB LIMITED | 2.68% | New | 2,400,000 | $285.96M | $119.15 | No quote |
| 10 | STZ | CONSTELLATION BRANDS INC | 2.50% | Add +10.3% | 1,765,000 | $266.67M | $151.09 | No quote |
| 11 | ROP | ROPER TECHNOLOGIES INC | 2.31% | Reduce -6.9% | 1,350,000 | $246.74M | $182.77 | No quote |
| 12 | TWC | TIME WARNER CABLE INC | 2.30% | Reduce -14.3% | 1,200,000 | $245.54M | No quote | No quote |
| 13 | BXLT | BAXALTA INC | 2.27% | New | 6,000,000 | $242.4M | No quote | No quote |
| 14 | SEE | SEALED AIR CORP NEW | 2.25% | Reduce -4.8% | 5,000,000 | $240.05M | $48.01 | No quote |
| 15 | LOW | LOWES COS INC | 2.13% | New | 3,000,000 | $227.25M | $75.75 | No quote |
| 16 | TDG | TRANSDIGM GROUP INC | 2.06% | New | 1,000,000 | $220.34M | $220.34 | No quote |
| 17 | BUD | ANHEUSER BUSCH INBEV SA/NV | 2.04% | Add +25.0% | 1,750,000 | $218.16M | $124.66 | No quote |
| 18 | TAP | MOLSON COORS BREWING CO | 1.94% | Add +7.5% | 2,150,000 | $206.79M | $96.18 | No quote |
| 19 | AVGO | BROADCOM LTD | 1.88% | New | 1,300,000 | $200.85M | $154.50 | No quote |
| 20 | EMC | E M C CORP MASS | 1.75% | New | 7,000,000 | $186.55M | No quote | No quote |
| 21 | BID | SOTHEBYS | 1.67% | Add +0.2% | 6,660,925 | $178.05M | No quote | No quote |
| 22 | SIG | SIGNET JEWELERS LIMITED | 1.16% | New | 1,000,000 | $124.03M | No quote | No quote |
| 23 | NOMD | NOMAD HLDGS LTD | 0.99% | New | 11,685,000 | $105.28M | $9.01 | No quote |
| 24 | SJM | SMUCKER J M CO | 0.94% | Reduce -53.0% | 775,000 | $100.63M | $129.84 | No quote |
| 25 | VMW | VMWARE INC | 0.59% | New | 1,200,000 | $62.77M | No quote | No quote |
| 26 | GRBK | GREEN BRICK PARTNERS INC | 0.57% | - | 8,083,022 | $61.35M | $7.59 | No quote |
| 27 | TRGP | TARGA RES CORP | 0.50% | New | 1,800,000 | $53.75M | $29.86 | No quote |
| 28 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.50% | New | 225,000 | $52.91M | $235.14 | No quote |
| 29 | FOXA | TWENTY FIRST CENTY FOX INC | 0.38% | New | 1,450,000 | $40.43M | $27.88 | No quote |
| 30 | KHC | KRAFT HEINZ CO | 0.37% | Add +509.8% | 500,000 | $39.28M | $78.56 | No quote |
| 31 | WMB | WILLIAMS COS INC DEL | 0.30% | New | 2,000,000 | $32.14M | $16.07 | No quote |
| 32 | APIC | APIGEE CORP | 0.25% | - | 3,166,551 | $26.31M | No quote | No quote |
| 33 | ENPH | ENPHASE ENERGY INC | 0.14% | - | 6,248,987 | $14.56M | No quote | No quote |
| 34 | CWSA | CITIGROUP INC | 0.02% | - | 20,000,000 | $2M | No quote | No quote |
| 35 | GLPI | GAMING & LEISURE PPTYS INC | 0.01% | New | 35,000 | $1.08M | $30.91 | No quote |
| 42 | CWEI | WILLIAMS CLAYTON ENERGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | MS | MORGAN STANLEY | - | Sold | 0 | $0 | No quote | No quote |
| 40 | LBTYK | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | EBAY | EBAY INC | - | Sold | 0 | $0 | No quote | No quote |
| 38 | AXTA | AXALTA COATING SYS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 37 | AVGO | AVAGO TECHNOLOGIES LTD | - | Sold | 0 | $0 | No quote | No quote |
| 36 | ACE | ACE LTD | - | 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 | 0 | $0 |