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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Live quotes available for 20 of 45 rows. Rows without a quote are marked unavailable.
| 1 | DIS | DISNEY WALT CO | 8.42% | Add +286.0% | 5,500,000 | $613.31M | $111.51 | |
| 2 | AMZN | AMAZON COM INC | 7.96% | Reduce -2.3% | 210,000 | $579.35M | $2758.82 | |
| 3 | DHR | DANAHER CORPORATION | 7.29% | Reduce -16.0% | 3,000,000 | $530.49M | $176.83 | |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 5.92% | New | 2,000,000 | $431.4M | $215.70 | |
| 5 | FIS | FIDELITY NATL INFORMATION SV | 5.89% | Add +36.5% | 3,200,000 | $429.09M | $134.09 | |
| 6 | IAA | IAA INC | 5.61% | Add +62.9% | 10,585,000 | $408.26M | No quote | No quote |
| 7 | CHTR | CHARTER COMMUNICATIONS INC N | 5.25% | Add +150.0% | 750,000 | $382.53M | $510.04 | |
| 8 | BAX | BAXTER INTL INC | 4.73% | Reduce -65.5% | 4,000,000 | $344.4M | $86.10 | |
| 9 | RTX | RAYTHEON TECHNOLOGIES CORP | 4.46% | New | 5,265,000 | $324.43M | $61.62 | |
| 10 | ADBE | ADOBE INC | 3.98% | - | 665,000 | $289.48M | $435.31 | |
| 11 | BURL | BURLINGTON STORES INC | 3.79% | Add +24.4% | 1,400,000 | $275.7M | No quote | No quote |
| 12 | IQV | IQVIA HLDGS INC | 3.70% | Add +3.5% | 1,900,000 | $269.57M | $141.88 | |
| 13 | CRM | SALESFORCE COM INC | 3.67% | Reduce -6.6% | 1,425,000 | $266.95M | $187.33 | |
| 14 | SPGI | S&P GLOBAL INC | 3.51% | - | 775,000 | $255.35M | $329.48 | |
| 15 | V | VISA INC | 3.32% | Reduce -10.7% | 1,250,000 | $241.46M | $193.17 | |
| 16 | JD | JD.COM INC | 2.69% | New | 3,250,000 | $195.59M | $60.18 | |
| 17 | META | FACEBOOK INC | 2.65% | New | 850,000 | $193.01M | $227.07 | |
| 18 | RACE | FERRARI N V | 2.55% | - | 1,085,000 | $185.55M | $171.01 | |
| 19 | FPAC | FAR PT ACQUISITION CORP | 2.21% | - | 15,692,500 | $160.69M | No quote | No quote |
| 20 | NKE | NIKE INC | 1.68% | New | 1,250,000 | $122.56M | $98.05 | |
| 21 | TEL | TE CONNECTIVITY LTD | 1.62% | Add +7.4% | 1,450,000 | $118.25M | $81.55 | |
| 22 | EVRG | EVERGY INC | 1.22% | New | 1,500,000 | $88.94M | No quote | No quote |
| 23 | ATVI | ACTIVISION BLIZZARD INC | 1.17% | New | 1,125,429 | $85.42M | No quote | No quote |
| 24 | SQ | SQUARE INC | 1.15% | New | 800,000 | $83.95M | No quote | No quote |
| 25 | ETRN | EQUITRANS MIDSTREAM CORP | 1.14% | New | 10,000,000 | $83.1M | No quote | No quote |
| 26 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.96% | New | 500,000 | $69.79M | $139.57 | |
| 27 | INTU | INTUIT | 0.81% | New | 200,000 | $59.24M | $296.19 | |
| 28 | FPACU | FAR PT ACQUISITION CORP | 0.57% | - | 4,000,000 | $41.8M | No quote | No quote |
| 29 | KDMN | KADMON HLDGS INC | 0.53% | Reduce -19.2% | 7,601,115 | $38.92M | No quote | No quote |
| 30 | GPS | GAP INC | 0.52% | New | 3,000,000 | $37.86M | No quote | No quote |
| 31 | BKI | BLACK KNIGHT INC | 0.44% | New | 444,482 | $32.25M | No quote | No quote |
| 32 | BMYRT | BRISTOL-MYERS SQUIBB CO | 0.29% | Reduce -14.3% | 6,000,000 | $21.48M | No quote | No quote |
| 33 | RPLAU | REPLAY ACQUISITION CORP | 0.15% | - | 1,000,000 | $10.63M | No quote | No quote |
| 34 | CNNE | CANNAE HLDGS INC | 0.10% | New | 181,000 | $7.44M | No quote | No quote |
| 35 | SHY | ISHARES TR | 0.05% | Reduce -18.3% | 38,744 | $3.36M | No quote | No quote |
| 44 | UTX | UNITED TECHNOLOGIES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 43 | SONY | SONY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 42 | SHW | SHERWIN WILLIAMS CO | - | Sold | 0 | $0 | No quote | No quote |
| 41 | SERV | SERVICEMASTER GLOBAL HLDGS I | - | Sold | 0 | $0 | No quote | No quote |
| 40 | ROP | ROPER TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | RTN | RAYTHEON CO | - | Sold | 0 | $0 | No quote | No quote |
| 38 | CNC | CENTENE CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 37 | AVTR | AVANTOR INC | - | Sold | 0 | $0 | No quote | No quote |
| 36 | AGN | ALLERGAN PLC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | DISH 3.375 08/15/26 | DISH NETWORK CORPORATIONNOTE 3.375% 8/1 | OTHER | 25,000,000 | $23.03M |