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 27 of 57 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 18.53% | - | 36,000,000 | $2.34B | $65.04 | No quote |
| 2 | DWDP | DOWDUPONT INC | 7.10% | Reduce -6.0% | 14,075,000 | $896.72M | No quote | No quote |
| 3 | UTX | UNITED TECHNOLOGIES CORP | 7.07% | New | 7,100,000 | $893.32M | No quote | No quote |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 5.81% | Reduce -33.3% | 4,000,000 | $734.16M | $183.54 | No quote |
| 5 | META | FACEBOOK INC | 5.06% | Add +17.6% | 4,000,000 | $639.16M | $159.79 | No quote |
| 6 | GOOGL | ALPHABET INC | 4.72% | Reduce -16.7% | 575,000 | $596.36M | $1037.14 | No quote |
| 7 | NFLX | NETFLIX INC | 4.68% | - | 2,000,000 | $590.7M | $295.35 | No quote |
| 8 | BLK | BLACKROCK INC | 4.65% | Reduce -30.0% | 1,085,000 | $587.77M | $541.72 | No quote |
| 9 | STZ | CONSTELLATION BRANDS INC | 4.15% | Reduce -8.0% | 2,300,000 | $524.22M | $227.92 | No quote |
| 10 | DOV | DOVER CORP | 3.05% | Add +137.6% | 3,920,000 | $385.02M | $98.22 | No quote |
| 11 | LEN | LENNAR CORP | 2.93% | Add +18.4% | 6,275,000 | $369.85M | $58.94 | No quote |
| 12 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.87% | Reduce -9.1% | 5,000,000 | $362.6M | $72.52 | No quote |
| 13 | BID | SOTHEBYS | 2.71% | - | 6,661,604 | $341.81M | No quote | No quote |
| 14 | WP | WORLDPAY INC | 2.67% | New | 4,100,000 | $337.18M | No quote | No quote |
| 15 | VMC | VULCAN MATLS CO | 2.66% | Add +13.1% | 2,940,000 | $335.66M | $114.17 | No quote |
| 16 | DHR | DANAHER CORP DEL | 2.52% | Reduce -1.8% | 3,250,000 | $318.21M | $97.91 | No quote |
| 17 | SPGI | S&P GLOBAL INC | 2.27% | Reduce -16.7% | 1,500,000 | $286.59M | $191.06 | No quote |
| 18 | WYNN | WYNN RESORTS LTD | 2.22% | New | 1,535,000 | $279.92M | $182.36 | No quote |
| 19 | SHW | SHERWIN WILLIAMS CO | 1.82% | Reduce -2.5% | 585,000 | $229.39M | $392.12 | No quote |
| 20 | MHK | MOHAWK INDS INC | 1.53% | Reduce -16.5% | 835,000 | $193.9M | $232.22 | No quote |
| 21 | PAGS | PAGSEGURO DIGITAL LTD | 1.38% | New | 4,550,000 | $174.36M | $38.32 | No quote |
| 22 | ELV | ANTHEM INC | 1.36% | Add +109.3% | 785,000 | $172.46M | $219.70 | No quote |
| 23 | EA | ELECTRONIC ARTS INC | 1.20% | New | 1,250,000 | $151.55M | $121.24 | No quote |
| 24 | MPC | MARATHON PETE CORP | 1.16% | New | 2,000,000 | $146.22M | $73.11 | No quote |
| 25 | GGAL | GRUPO FINANCIERO GALICIA S A | 0.93% | Reduce -1.9% | 1,790,000 | $117.71M | $65.76 | No quote |
| 26 | GRBK | GREEN BRICK PARTNERS INC | 0.70% | - | 8,083,022 | $88.11M | $10.90 | No quote |
| 27 | ADBE | ADOBE SYS INC | 0.68% | New | 400,000 | $86.43M | $216.08 | No quote |
| 28 | PAM | PAMPA ENERGIA S A | 0.52% | Reduce -32.3% | 1,100,000 | $65.56M | No quote | No quote |
| 29 | BKI | BLACK KNIGHT INC | 0.47% | New | 1,250,000 | $58.88M | No quote | No quote |
| 30 | CRM | SALESFORCE COM INC | 0.41% | New | 450,000 | $52.34M | $116.30 | No quote |
| 31 | MSFT | MICROSOFT CORP | 0.40% | New | 550,000 | $50.2M | $91.27 | No quote |
| 32 | SUPV | GRUPO SUPERVIELLE S A | 0.35% | Reduce -2.0% | 1,470,000 | $44.6M | No quote | No quote |
| 33 | PBF | PBF ENERGY INC | 0.34% | New | 1,250,000 | $42.38M | $33.90 | No quote |
| 34 | KDMN | KADMON HLDGS INC | 0.32% | - | 9,407,745 | $39.98M | No quote | No quote |
| 35 | NEXA | NEXA RES S A | 0.30% | Reduce -27.9% | 2,164,000 | $37.89M | No quote | No quote |
| 36 | MELI | MERCADOLIBRE INC | 0.28% | New | 100,000 | $35.64M | $356.39 | No quote |
| 37 | MON | MONSANTO CO NEW | 0.18% | - | 200,000 | $23.34M | No quote | No quote |
| 38 | SHY | ISHARES TR | 0.02% | Add +247.1% | 34,695 | $2.9M | No quote | No quote |
| 55 | VNTV | VANTIV INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | TWX | TIME WARNER INC | - | Sold | 0 | $0 | No quote | No quote |
| 53 | SWN | SOUTHWESTERN ENERGY CO | - | Sold | 0 | $0 | No quote | No quote |
| 52 | RSPP | RSP PERMIAN INC | - | Sold | 0 | $0 | No quote | No quote |
| 51 | PF | PINNACLE FOODS INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 50 | PCG | PG&E CORP | - | Sold | 0 | $0 | No quote | No quote |
| 49 | PE | PARSLEY ENERGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 48 | NXPI | NXP SEMICONDUCTORS N V | - | Sold | 0 | $0 | No quote | No quote |
| 47 | MGM | MGM RESORTS INTERNATIONAL | - | Sold | 0 | $0 | No quote | No quote |
| 46 | MAC | MACERICH CO | - | Sold | 0 | $0 | No quote | No quote |
| 45 | HON | HONEYWELL INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | GD | GENERAL DYNAMICS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 43 | FMC | F M C CORP | - | Sold | 0 | $0 | No quote | No quote |
| 42 | XRAY | DENTSPLY SIRONA INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | DVMT | DELL TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | AABA | ALTABA INC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | AET | AETNA INC NEW | - | 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.