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 51 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 23.51% | Reduce -11.4% | 46,000,000 | $2.39B | $51.86 | No quote |
| 2 | DOW | DOW CHEM CO | 9.83% | Reduce -7.7% | 15,700,000 | $997.58M | $63.54 | No quote |
| 3 | STZ | CONSTELLATION BRANDS INC | 4.79% | - | 3,000,000 | $486.21M | $162.07 | No quote |
| 4 | META | FACEBOOK INC | 4.20% | Reduce -14.3% | 3,000,000 | $426.15M | $142.05 | No quote |
| 5 | GOOGL | ALPHABET INC | 3.80% | Add +7.1% | 455,000 | $385.75M | $847.80 | No quote |
| 6 | TWX | TIME WARNER INC | 3.37% | Add +16.7% | 3,500,000 | $341.99M | No quote | No quote |
| 7 | JPM | JPMORGAN CHASE & CO | 3.25% | Reduce -28.6% | 3,750,000 | $329.4M | $87.84 | No quote |
| 8 | TMUS | T MOBILE US INC | 3.18% | New | 5,000,000 | $322.95M | $64.59 | No quote |
| 9 | BAC | BANK AMER CORP | 3.14% | Reduce -22.9% | 13,500,000 | $318.47M | $23.59 | No quote |
| 10 | BID | SOTHEBYS | 2.99% | - | 6,661,604 | $302.97M | No quote | No quote |
| 11 | SHW | SHERWIN WILLIAMS CO | 2.75% | Reduce -10.0% | 900,000 | $279.17M | $310.19 | No quote |
| 12 | DHR | DANAHER CORP DEL | 2.61% | Reduce -4.6% | 3,100,000 | $265.14M | $85.53 | No quote |
| 13 | CHTR | CHARTER COMMUNICATIONS INC N | 2.58% | Reduce -5.9% | 800,000 | $261.86M | $327.32 | No quote |
| 14 | CRM | SALESFORCE COM INC | 2.44% | New | 3,000,000 | $247.47M | $82.49 | No quote |
| 15 | GD | GENERAL DYNAMICS CORP | 2.31% | Reduce -3.9% | 1,250,000 | $234M | $187.20 | No quote |
| 16 | MHK | MOHAWK INDS INC | 2.15% | Reduce -20.8% | 950,000 | $218.02M | $229.49 | No quote |
| 17 | QCOM | QUALCOMM INC | 1.98% | New | 3,500,000 | $200.69M | $57.34 | No quote |
| 18 | ZAYO | ZAYO GROUP HLDGS INC | 1.95% | Reduce -14.3% | 6,000,000 | $197.4M | No quote | No quote |
| 19 | SPGI | S&P GLOBAL INC | 1.93% | Reduce -6.3% | 1,500,000 | $196.11M | $130.74 | No quote |
| 20 | HUM | HUMANA INC | 1.88% | Reduce -61.5% | 925,000 | $190.68M | $206.14 | No quote |
| 21 | ELV | ANTHEM INC | 1.87% | Add +15.0% | 1,150,000 | $190.19M | $165.38 | No quote |
| 22 | HON | HONEYWELL INTL INC | 1.69% | - | 1,375,000 | $171.7M | $124.87 | No quote |
| 23 | DVMT | DELL TECHNOLOGIES INC | 1.58% | Reduce -3.9% | 2,500,000 | $160.2M | No quote | No quote |
| 24 | HPE | HEWLETT PACKARD ENTERPRISE C | 1.40% | New | 6,000,000 | $142.2M | $23.70 | No quote |
| 25 | RICE | RICE ENERGY INC | 1.17% | Add +88.7% | 5,000,000 | $118.5M | No quote | No quote |
| 26 | CE | CELANESE CORP DEL | 1.11% | New | 1,250,000 | $112.31M | $89.85 | No quote |
| 27 | PXD | PIONEER NAT RES CO | 0.92% | New | 500,000 | $93.12M | No quote | No quote |
| 28 | AA | ALCOA CORP | 0.85% | New | 2,500,000 | $86M | $34.40 | No quote |
| 29 | RSPP | RSP PERMIAN INC | 0.82% | New | 2,000,000 | $82.86M | No quote | No quote |
| 30 | PE | PARSLEY ENERGY INC | 0.80% | New | 2,500,000 | $81.28M | No quote | No quote |
| 31 | GRBK | GREEN BRICK PARTNERS INC | 0.79% | - | 8,083,022 | $80.43M | $9.95 | No quote |
| 32 | NOMD | NOMAD HLDGS LTD | 0.79% | Reduce -41.4% | 7,000,000 | $80.15M | $11.45 | No quote |
| 33 | SNAP | SNAP INC | 0.50% | New | 2,250,000 | $50.69M | $22.53 | No quote |
| 34 | HK | HALCON RES CORP | 0.39% | New | 5,170,000 | $39.5M | No quote | No quote |
| 35 | KDMN | KADMON HLDGS INC | 0.34% | Add +18.8% | 9,407,745 | $34.02M | No quote | No quote |
| 36 | ERF | ENERPLUS CORP | 0.25% | New | 3,200,000 | $25.76M | No quote | No quote |
| 37 | ENPH | ENPHASE ENERGY INC | 0.08% | - | 6,248,987 | $8.56M | No quote | No quote |
| 50 | UNP | UNION PAC CORP | - | Sold | 0 | $0 | No quote | No quote |
| 49 | TDG | TRANSDIGM GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 48 | SWN | SOUTHWESTERN ENERGY CO | - | Sold | 0 | $0 | No quote | No quote |
| 47 | PVTB | PRIVATEBANCORP INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | MON | MONSANTO CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 45 | TAP | MOLSON COORS BREWING CO | - | Sold | 0 | $0 | No quote | No quote |
| 44 | HDS | HD SUPPLY HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | SUPV | GRUPO SUPERVIELLE S A | - | Sold | 0 | $0 | No quote | No quote |
| 42 | GS | GOLDMAN SACHS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | CAG | CONAGRA BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | CB | CHUBB LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 39 | AVGO | BROADCOM LTD | - | Sold | 0 | $0 | No quote | No quote |
| 38 | AAPL | APPLE 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.
| 1 | HUM | HUMANA INCCOM | CALL | New | 500,000 | $103.07M |