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 26 of 53 rows. Rows without a quote are marked unavailable.
| 1 | AMGN | AMGEN INC | 15.37% | Add +705.7% | 10,675,000 | $1.7B | $159.29 | No quote |
| 2 | BABA | ALIBABA GROUP HLDG LTD | 9.39% | Add +38.9% | 10,000,000 | $1.04B | $103.94 | No quote |
| 3 | DOW | DOW CHEM CO | 9.07% | Reduce -24.8% | 22,000,000 | $1B | $45.61 | No quote |
| 4 | ACTZZZZ | ACTAVIS PLC | 8.02% | Add +20.0% | 3,450,000 | $888.06M | No quote | No quote |
| 5 | ALLY | ALLY FINL INC | 6.40% | Reduce -28.4% | 30,000,000 | $708.6M | $23.62 | No quote |
| 6 | EBAY | EBAY INC | 5.07% | Add +122.2% | 10,000,000 | $561.2M | $56.12 | No quote |
| 7 | PSX | PHILLIPS 66 | 3.24% | New | 5,000,000 | $358.5M | $71.70 | No quote |
| 8 | BID | SOTHEBYS | 2.59% | - | 6,650,000 | $287.15M | No quote | No quote |
| 9 | DG | DOLLAR GEN CORP NEW | 2.56% | - | 4,000,000 | $282.8M | $70.70 | No quote |
| 10 | LBTYK | LIBERTY GLOBAL PLC | 2.53% | Add +9.4% | 5,800,000 | $280.2M | $48.31 | No quote |
| 11 | C | CITIGROUP INC | 2.44% | New | 5,000,000 | $270.55M | $54.11 | No quote |
| 12 | BUD | ANHEUSER BUSCH INBEV SA/NV | 2.28% | Add +12.5% | 2,250,000 | $252.72M | $112.32 | No quote |
| 13 | MAS | MASCO CORP | 2.28% | Add +23.5% | 10,000,000 | $252M | $25.20 | No quote |
| 14 | SUNEQ | SUNEDISON INC | 1.98% | Add +87.5% | 11,250,000 | $219.49M | No quote | No quote |
| 15 | ST | SENSATA TECHNOLOGIES HLDG NV | 1.89% | Reduce -20.0% | 4,000,000 | $209.64M | $52.41 | No quote |
| 16 | EMC | E M C CORP MASS | 1.88% | New | 7,000,000 | $208.18M | No quote | No quote |
| 17 | ROP | ROPER INDS INC NEW | 1.84% | - | 1,300,000 | $203.26M | $156.35 | No quote |
| 18 | AAL | AMERICAN AIRLS GROUP INC | 1.82% | Add +36.4% | 3,750,000 | $201.11M | $53.63 | No quote |
| 19 | STZ | CONSTELLATION BRANDS INC | 1.77% | Reduce -4.8% | 2,000,000 | $196.34M | $98.17 | No quote |
| 20 | AIG | AMERICAN INTL GROUP INC | 1.77% | New | 3,500,000 | $196.04M | $56.01 | No quote |
| 21 | DAL | DELTA AIR LINES INC DEL | 1.71% | New | 3,850,000 | $189.38M | $49.19 | No quote |
| 22 | WMB | WILLIAMS COS INC DEL | 1.62% | Add +166.7% | 4,000,000 | $179.76M | $44.94 | No quote |
| 23 | CF | CF INDS HLDGS INC | 1.60% | Reduce -14.5% | 650,000 | $177.15M | $272.54 | No quote |
| 24 | IAC | IAC INTERACTIVECORP | 1.30% | Add +18.8% | 2,375,000 | $144.38M | $60.79 | No quote |
| 25 | ENR | ENERGIZER HLDGS INC | 1.16% | - | 1,000,000 | $128.56M | $128.56 | No quote |
| 26 | SHPG | SHIRE PLC | 0.96% | Reduce -33.3% | 500,000 | $106.27M | No quote | No quote |
| 27 | HTZ | HERTZ GLOBAL HOLDINGS INC | 0.96% | New | 4,250,000 | $106M | $24.94 | No quote |
| 28 | SPY | SPDR S&P 500 ETF TR | 0.93% | New | 500,000 | $102.77M | $205.54 | No quote |
| 29 | MHK | MOHAWK INDS INC | 0.91% | New | 650,000 | $100.98M | $155.36 | No quote |
| 30 | ENPH | ENPHASE ENERGY INC | 0.81% | - | 6,248,987 | $89.3M | No quote | No quote |
| 31 | AGN | ALLERGAN INC | 0.77% | New | 400,000 | $85.04M | No quote | No quote |
| 32 | APC | ANADARKO PETE CORP | 0.75% | Reduce -50.0% | 1,000,000 | $82.5M | No quote | No quote |
| 33 | FLT | FLEETCOR TECHNOLOGIES INC | 0.74% | Add +266.7% | 550,000 | $81.79M | No quote | No quote |
| 34 | XON | INTREXON CORP | 0.72% | - | 2,900,000 | $79.84M | No quote | No quote |
| 35 | GRBK | GREEN BRICK PARTNERS INC | 0.39% | New | 5,242,124 | $42.99M | $8.20 | No quote |
| 36 | FCB | FCB FINL HLDGS INC | 0.22% | New | 996,165 | $24.55M | No quote | No quote |
| 37 | CWSA | CITIGROUP INC | 0.16% | New | 20,000,000 | $17.4M | No quote | No quote |
| 38 | MC | MOELIS & CO | 0.05% | Reduce -50.0% | 170,523 | $5.78M | $33.91 | No quote |
| 39 | RMP | RICE MIDSTREAM PARTNERS LP | 0.03% | New | 200,000 | $3.35M | No quote | No quote |
| 52 | YPF | YPF SOCIEDAD ANONIMA | - | Sold | 0 | $0 | No quote | No quote |
| 51 | PH | PARKER HANNIFIN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 50 | TAP | MOLSON COORS BREWING CO | - | Sold | 0 | $0 | No quote | No quote |
| 49 | FDX | FEDEX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 48 | EQT | EQT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 47 | CCK | CROWN HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | CCE | COCA COLA ENTERPRISES INC NE | - | Sold | 0 | $0 | No quote | No quote |
| 45 | LNG | CHENIERE ENERGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | HRB | BLOCK H & R INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | BIOF | BIOFUEL ENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 42 | BIOFR | BIOFUEL ENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 41 | BBBYQ | BED BATH & BEYOND INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | AVGO | AVAGO TECHNOLOGIES LTD | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | COBALT INTL ENERGY INCNOTE 2.625%12/0 | OTHER | 32,000,000 | $19.36M |