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
- -0.45%
- 1-year
- +3.69%
- 3-year
- +50.41%
- 5-year
- +38.24%
- 3-year vs S&P 500
- -22.83%
- 5-year vs S&P 500
- -35.44%
- 5-year top 5
- +22.87%
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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 27 of 48 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 21.48% | - | 51,901,767 | $2.47B | $47.60 | No quote |
| 2 | DOW | DOW CHEM CO | 9.01% | - | 20,000,000 | $1.04B | $51.83 | No quote |
| 3 | AGN | ALLERGAN PLC | 7.58% | Reduce -29.9% | 3,785,000 | $871.72M | No quote | No quote |
| 4 | META | FACEBOOK INC | 6.08% | Add +45.3% | 5,450,000 | $699.07M | $128.27 | No quote |
| 5 | GOOGL | ALPHABET INC | 3.84% | Add +37.5% | 550,000 | $442.23M | $804.06 | No quote |
| 6 | MON | MONSANTO CO NEW | 3.29% | Add +85.0% | 3,700,000 | $378.14M | No quote | No quote |
| 7 | STZ | CONSTELLATION BRANDS INC | 3.18% | Add +10.0% | 2,200,000 | $366.28M | $166.49 | No quote |
| 8 | DHR | DANAHER CORP DEL | 3.07% | Add +16.9% | 4,500,000 | $352.76M | $78.39 | No quote |
| 9 | TDG | TRANSDIGM GROUP INC | 2.84% | - | 1,131,000 | $327M | $289.12 | No quote |
| 10 | AAPL | APPLE INC | 2.46% | New | 2,500,000 | $282.63M | $113.05 | No quote |
| 11 | BABA | ALIBABA GROUP HLDG LTD | 2.39% | New | 2,600,000 | $275.05M | $105.79 | No quote |
| 12 | CHTR | CHARTER COMMUNICATIONS INC N | 2.35% | Reduce -31.0% | 1,000,000 | $269.97M | $269.97 | No quote |
| 13 | BID | SOTHEBYS | 2.20% | Add +0.0% | 6,661,604 | $253.27M | No quote | No quote |
| 14 | SPGI | S&P GLOBAL INC | 2.20% | Add +25.0% | 2,000,000 | $253.12M | $126.56 | No quote |
| 15 | HUM | HUMANA INC | 2.15% | New | 1,400,000 | $247.65M | $176.89 | No quote |
| 16 | SHW | SHERWIN WILLIAMS CO | 2.10% | Add +25.0% | 875,000 | $242.08M | $276.66 | No quote |
| 17 | CB | CHUBB LIMITED | 1.97% | Reduce -23.4% | 1,800,000 | $226.17M | $125.65 | No quote |
| 18 | BUD | ANHEUSER BUSCH INBEV SA/NV | 1.83% | Reduce -15.8% | 1,600,000 | $210.26M | $131.41 | No quote |
| 19 | GD | GENERAL DYNAMICS CORP | 1.82% | Add +280.2% | 1,350,000 | $209.47M | $155.16 | No quote |
| 20 | STJ | ST JUDE MED INC | 1.80% | New | 2,600,000 | $207.38M | No quote | No quote |
| 21 | CAG | CONAGRA FOODS INC | 1.74% | New | 4,250,000 | $200.22M | $47.11 | No quote |
| 22 | TAP | MOLSON COORS BREWING CO | 1.62% | Add +70.0% | 1,700,000 | $186.66M | $109.80 | No quote |
| 23 | MHK | MOHAWK INDS INC | 1.57% | Reduce -40.0% | 900,000 | $180.31M | $200.34 | No quote |
| 24 | SHPG | SHIRE PLC | 1.52% | Reduce -5.3% | 900,000 | $174.47M | No quote | No quote |
| 25 | V | VISA INC | 1.51% | New | 2,100,000 | $173.67M | $82.70 | No quote |
| 26 | NOMD | NOMAD HLDGS LTD | 1.30% | - | 12,650,000 | $149.52M | $11.82 | No quote |
| 27 | WMB | WILLIAMS COS INC DEL | 1.07% | New | 4,000,000 | $122.92M | $30.73 | No quote |
| 28 | UNP | UNION PAC CORP | 1.06% | Reduce -7.4% | 1,250,000 | $121.91M | $97.53 | No quote |
| 29 | DVMT | DELL TECHNOLOGIES INC | 0.96% | New | 2,300,000 | $109.94M | No quote | No quote |
| 30 | LBTYA | LIBERTY GLOBAL PLC | 0.89% | Add +50.0% | 3,000,000 | $102.54M | $34.18 | No quote |
| 31 | GRBK | GREEN BRICK PARTNERS INC | 0.58% | - | 8,083,022 | $66.77M | $8.26 | No quote |
| 32 | SUPV | GRUPO SUPERVIELLE S A | 0.58% | - | 4,500,000 | $66.65M | No quote | No quote |
| 33 | AME | AMETEK INC NEW | 0.52% | Reduce -53.7% | 1,250,000 | $59.73M | $47.78 | No quote |
| 34 | KDMN | KADMON HLDGS INC | 0.49% | New | 7,919,650 | $56.68M | No quote | No quote |
| 35 | APIC | APIGEE CORP | 0.48% | - | 3,166,551 | $55.1M | No quote | No quote |
| 36 | YUM | YUM BRANDS INC | 0.39% | Reduce -80.0% | 500,000 | $45.41M | $90.81 | No quote |
| 37 | ENPH | ENPHASE ENERGY INC | 0.06% | - | 6,248,987 | $7.37M | No quote | No quote |
| 38 | CWSA | CITIGROUP INC | 0.01% | - | 20,000,000 | $1.04M | No quote | No quote |
| 48 | WLL | WHITING PETE CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 47 | TSO | TESORO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 46 | SEE | SEALED AIR CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 45 | MRO | MARATHON OIL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | LOW | LOWES COS INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | HRS | HARRIS CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 42 | EMC | E M C CORP MASS | - | Sold | 0 | $0 | No quote | No quote |
| 41 | DVN | DEVON ENERGY CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 40 | CCEP | COCA COLA EUROPEAN PARTNERS | - | Sold | 0 | $0 | No quote | No quote |
| 39 | ATVI | ACTIVISION BLIZZARD INC | - | Sold | 0 | $0 | No quote | No quote |