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 | 17.25% | Reduce -12.2% | 36,000,000 | $2.33B | $64.64 | No quote |
| 2 | DWDP | DOWDUPONT INC | 7.91% | Reduce -0.4% | 14,975,000 | $1.07B | No quote | No quote |
| 3 | BABA | ALIBABA GROUP HLDG LTD | 7.67% | Reduce -9.1% | 6,000,000 | $1.03B | $172.43 | No quote |
| 4 | BLK | BLACKROCK INC | 5.90% | - | 1,550,000 | $796.25M | $513.71 | No quote |
| 5 | GOOGL | ALPHABET INC | 5.39% | Add +119.0% | 690,000 | $726.85M | $1053.40 | No quote |
| 6 | META | FACEBOOK INC | 4.45% | - | 3,400,000 | $599.96M | $176.46 | No quote |
| 7 | STZ | CONSTELLATION BRANDS INC | 4.24% | - | 2,500,000 | $571.43M | $228.57 | No quote |
| 8 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.88% | New | 5,500,000 | $388.08M | $70.56 | No quote |
| 9 | NFLX | NETFLIX INC | 2.85% | New | 2,000,000 | $383.92M | $191.96 | No quote |
| 10 | BID | SOTHEBYS | 2.55% | - | 6,661,604 | $343.74M | No quote | No quote |
| 11 | LEN | LENNAR CORP | 2.48% | New | 5,300,000 | $335.17M | $63.24 | No quote |
| 12 | VMC | VULCAN MATLS CO | 2.47% | Add +10.6% | 2,600,000 | $333.76M | $128.37 | No quote |
| 13 | AET | AETNA INC NEW | 2.47% | New | 1,850,000 | $333.72M | No quote | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.28% | Add +0.3% | 3,310,000 | $307.23M | $92.82 | No quote |
| 15 | SPGI | S&P GLOBAL INC | 2.26% | Add +44.0% | 1,800,000 | $304.92M | $169.40 | No quote |
| 16 | VNTV | VANTIV INC | 2.18% | Add +45.5% | 4,000,000 | $294.2M | No quote | No quote |
| 17 | MHK | MOHAWK INDS INC | 2.05% | Add +11.1% | 1,000,000 | $275.9M | $275.90 | No quote |
| 18 | NXPI | NXP SEMICONDUCTORS N V | 1.87% | Reduce -20.4% | 2,150,000 | $251.74M | $117.09 | No quote |
| 19 | SHW | SHERWIN WILLIAMS CO | 1.82% | - | 600,000 | $246.02M | $410.04 | No quote |
| 20 | FMC | F M C CORP | 1.54% | - | 2,200,000 | $208.25M | $94.66 | No quote |
| 21 | DVMT | DELL TECHNOLOGIES INC | 1.51% | - | 2,500,000 | $203.2M | No quote | No quote |
| 22 | HON | HONEYWELL INTL INC | 1.45% | - | 1,275,000 | $195.53M | $153.36 | No quote |
| 23 | RSPP | RSP PERMIAN INC | 1.39% | - | 4,600,000 | $187.13M | No quote | No quote |
| 24 | TWX | TIME WARNER INC | 1.36% | Reduce -27.3% | 2,000,000 | $182.94M | No quote | No quote |
| 25 | PE | PARSLEY ENERGY INC | 1.25% | Add +7.5% | 5,750,000 | $169.28M | No quote | No quote |
| 26 | DOV | DOVER CORP | 1.24% | - | 1,650,000 | $166.63M | $100.99 | No quote |
| 27 | XRAY | DENTSPLY SIRONA INC | 0.98% | New | 2,000,000 | $131.66M | $65.83 | No quote |
| 28 | GGAL | GRUPO FINANCIERO GALICIA S A | 0.89% | Add +9.0% | 1,825,000 | $120.18M | $65.85 | No quote |
| 29 | GD | GENERAL DYNAMICS CORP | 0.83% | New | 550,000 | $111.9M | $203.45 | No quote |
| 30 | PAM | PAMPA ENERGIA S A | 0.81% | Add +1811.8% | 1,625,000 | $109.33M | No quote | No quote |
| 31 | MGM | MGM RESORTS INTERNATIONAL | 0.74% | New | 3,000,000 | $100.17M | $33.39 | No quote |
| 32 | MAC | MACERICH CO | 0.69% | Reduce -17.4% | 1,425,000 | $93.59M | $65.68 | No quote |
| 33 | GRBK | GREEN BRICK PARTNERS INC | 0.68% | - | 8,083,022 | $91.34M | $11.30 | No quote |
| 34 | ELV | ANTHEM INC | 0.63% | Reduce -70.0% | 375,000 | $84.38M | $225.01 | No quote |
| 35 | SWN | SOUTHWESTERN ENERGY CO | 0.62% | New | 15,000,000 | $83.7M | No quote | No quote |
| 36 | PF | PINNACLE FOODS INC DEL | 0.44% | New | 1,000,000 | $59.47M | No quote | No quote |
| 37 | NEXA | NEXA RES S A | 0.44% | New | 3,000,000 | $58.83M | No quote | No quote |
| 38 | PCG | PG&E CORP | 0.42% | New | 1,250,000 | $56.04M | $44.83 | No quote |
| 39 | AABA | ALTABA INC | 0.39% | - | 750,000 | $52.39M | No quote | No quote |
| 40 | SUPV | GRUPO SUPERVIELLE S A | 0.33% | - | 1,500,000 | $43.98M | No quote | No quote |
| 41 | KDMN | KADMON HLDGS INC | 0.25% | - | 9,407,745 | $34.06M | No quote | No quote |
| 42 | MON | MONSANTO CO NEW | 0.17% | New | 200,000 | $23.36M | No quote | No quote |
| 43 | SHY | ISHARES TR | 0.01% | New | 9,995 | $838K | No quote | No quote |
| 50 | TMUS | T MOBILE US INC | - | Sold | 0 | $0 | No quote | No quote |
| 49 | SHPG | SHIRE PLC | - | Sold | 0 | $0 | No quote | No quote |
| 48 | MPC | MARATHON PETE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 47 | XELA | EXELA TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | BAC | BANK AMER CORP | - | Sold | 0 | $0 | No quote | No quote |
| 45 | BMA | BANCO MACRO SA | - | Sold | 0 | $0 | No quote | No quote |
| 44 | ALXN | ALEXION PHARMACEUTICALS 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 | TWX | TIME WARNER INCCOM NEW | CALL | New | 4,000,000 | $365.88M |