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 24 of 56 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 22.62% | Reduce -3.6% | 51,901,767 | $2.35B | $45.22 | No quote |
| 2 | AGN | ALLERGAN PLC | 10.91% | Reduce -2.0% | 4,900,000 | $1.13B | No quote | No quote |
| 3 | DOW | DOW CHEM CO | 9.58% | Reduce -20.0% | 20,000,000 | $994.2M | $49.71 | No quote |
| 4 | META | FACEBOOK INC | 4.13% | New | 3,750,000 | $428.55M | $114.28 | No quote |
| 5 | DHR | DANAHER CORP DEL | 3.75% | Add +4.0% | 3,850,000 | $388.85M | $101.00 | No quote |
| 6 | CHTR | CHARTER COMMUNICATIONS INC N | 3.19% | New | 1,450,000 | $331.53M | $228.64 | No quote |
| 7 | STZ | CONSTELLATION BRANDS INC | 3.19% | Add +13.3% | 2,000,000 | $330.8M | $165.40 | No quote |
| 8 | CB | CHUBB LIMITED | 2.96% | Reduce -2.1% | 2,350,000 | $307.17M | $130.71 | No quote |
| 9 | TDG | TRANSDIGM GROUP INC | 2.87% | Add +13.1% | 1,131,000 | $298.23M | $263.69 | No quote |
| 10 | MHK | MOHAWK INDS INC | 2.74% | Reduce -25.0% | 1,500,000 | $284.64M | $189.76 | No quote |
| 11 | GOOGL | ALPHABET INC | 2.71% | Reduce -42.9% | 400,000 | $281.41M | $703.53 | No quote |
| 12 | BUD | ANHEUSER BUSCH INBEV SA/NV | 2.41% | Add +8.6% | 1,900,000 | $250.19M | $131.68 | No quote |
| 13 | LOW | LOWES COS INC | 2.29% | - | 3,000,000 | $237.51M | $79.17 | No quote |
| 14 | YUM | YUM BRANDS INC | 2.00% | Reduce -54.5% | 2,500,000 | $207.3M | $82.92 | No quote |
| 15 | SEE | SEALED AIR CORP NEW | 1.99% | Reduce -10.0% | 4,500,000 | $206.87M | $45.97 | No quote |
| 16 | MON | MONSANTO CO NEW | 1.99% | New | 2,000,000 | $206.82M | No quote | No quote |
| 17 | SHW | SHERWIN WILLIAMS CO | 1.98% | New | 700,000 | $205.57M | $293.67 | No quote |
| 18 | BID | SOTHEBYS | 1.76% | - | 6,660,925 | $182.51M | No quote | No quote |
| 19 | SHPG | SHIRE PLC | 1.69% | New | 950,000 | $174.88M | No quote | No quote |
| 20 | SPGI | S&P GLOBAL INC | 1.65% | New | 1,600,000 | $171.62M | $107.26 | No quote |
| 21 | EMC | E M C CORP MASS | 1.57% | Reduce -14.3% | 6,000,000 | $163.02M | No quote | No quote |
| 22 | AME | AMETEK INC NEW | 1.20% | New | 2,700,000 | $124.82M | $46.23 | No quote |
| 23 | ATVI | ACTIVISION BLIZZARD INC | 1.15% | New | 3,000,000 | $118.89M | No quote | No quote |
| 24 | UNP | UNION PAC CORP | 1.14% | New | 1,350,000 | $117.79M | $87.25 | No quote |
| 25 | TAP | MOLSON COORS BREWING CO | 0.97% | Reduce -53.5% | 1,000,000 | $101.13M | $101.13 | No quote |
| 26 | NOMD | NOMAD HLDGS LTD | 0.97% | Add +8.3% | 12,650,000 | $100.95M | $7.98 | No quote |
| 27 | CCEP | COCA COLA EUROPEAN PARTNERS | 0.93% | New | 2,700,000 | $96.36M | No quote | No quote |
| 28 | HRS | HARRIS CORP DEL | 0.80% | New | 1,000,000 | $83.44M | No quote | No quote |
| 29 | WLL | WHITING PETE CORP NEW | 0.73% | New | 8,200,000 | $75.93M | No quote | No quote |
| 30 | MRO | MARATHON OIL CORP | 0.58% | New | 4,000,000 | $60.04M | No quote | No quote |
| 31 | GRBK | GREEN BRICK PARTNERS INC | 0.57% | - | 8,083,022 | $58.76M | $7.27 | No quote |
| 32 | LBTYA | LIBERTY GLOBAL PLC | 0.56% | New | 2,000,000 | $58.12M | $29.06 | No quote |
| 33 | SUPV | GRUPO SUPERVIELLE S A | 0.55% | New | 4,500,000 | $57.56M | No quote | No quote |
| 34 | GD | GENERAL DYNAMICS CORP | 0.48% | New | 355,100 | $49.44M | $139.24 | No quote |
| 35 | TSO | TESORO CORP | 0.47% | New | 650,000 | $48.7M | No quote | No quote |
| 36 | DVN | DEVON ENERGY CORP NEW | 0.40% | New | 1,150,000 | $41.69M | $36.25 | No quote |
| 37 | APIC | APIGEE CORP | 0.37% | - | 3,166,551 | $38.7M | No quote | No quote |
| 38 | ENPH | ENPHASE ENERGY INC | 0.12% | - | 6,248,987 | $12.44M | No quote | No quote |
| 39 | CWSA | CITIGROUP INC | 0.01% | - | 20,000,000 | $1.18M | No quote | No quote |
| 53 | WMB | WILLIAMS COS INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 52 | VMW | VMWARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 51 | FOXA | TWENTY FIRST CENTY FOX INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | TWC | TIME WARNER CABLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 49 | TRGP | TARGA RES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 48 | SJM | SMUCKER J M CO | - | Sold | 0 | $0 | No quote | No quote |
| 47 | SIG | SIGNET JEWELERS LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 46 | ROP | ROPER TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | KHC | KRAFT HEINZ CO | - | Sold | 0 | $0 | No quote | No quote |
| 44 | ICE | INTERCONTINENTAL EXCHANGE IN | - | Sold | 0 | $0 | No quote | No quote |
| 43 | GLPI | GAMING & LEISURE PPTYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | AVGO | BROADCOM LTD | - | Sold | 0 | $0 | No quote | No quote |
| 41 | BXLT | BAXALTA INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | AMGN | AMGEN 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.