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 19 of 32 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 20.85% | - | 53,850,000 | $2.05B | $38.15 | No quote |
| 2 | AGN | ALLERGAN PLC | 17.12% | Add +47.2% | 5,400,000 | $1.69B | No quote | No quote |
| 3 | AMGN | AMGEN INC | 14.90% | Reduce -8.2% | 9,042,900 | $1.47B | $162.33 | No quote |
| 4 | DOW | DOW CHEM CO | 13.19% | Add +7.5% | 25,250,000 | $1.3B | $51.48 | No quote |
| 5 | MHK | MOHAWK INDS INC | 4.08% | Reduce -1.2% | 2,125,000 | $402.45M | $189.39 | No quote |
| 6 | ROP | ROPER TECHNOLOGIES INC | 2.79% | Reduce -9.4% | 1,450,000 | $275.2M | $189.79 | No quote |
| 7 | TWC | TIME WARNER CABLE INC | 2.64% | Add +7.7% | 1,400,000 | $259.83M | No quote | No quote |
| 8 | SEE | SEALED AIR CORP NEW | 2.38% | - | 5,250,000 | $234.15M | $44.60 | No quote |
| 9 | STZ | CONSTELLATION BRANDS INC | 2.31% | Reduce -8.6% | 1,600,000 | $227.9M | $142.44 | No quote |
| 10 | AVGO | AVAGO TECHNOLOGIES LTD | 2.21% | Reduce -9.1% | 1,500,000 | $217.73M | $145.15 | No quote |
| 11 | DHR | DANAHER CORP DEL | 2.12% | - | 2,250,000 | $208.98M | $92.88 | No quote |
| 12 | LBTYK | LIBERTY GLOBAL PLC | 2.07% | - | 5,000,000 | $203.85M | $40.77 | No quote |
| 13 | SJM | SMUCKER J M CO | 2.07% | Add +26.9% | 1,650,000 | $203.51M | $123.34 | No quote |
| 14 | TAP | MOLSON COORS BREWING CO | 1.91% | Reduce -7.0% | 2,000,000 | $187.84M | $93.92 | No quote |
| 15 | ACE | ACE LTD | 1.78% | New | 1,500,000 | $175.28M | No quote | No quote |
| 16 | BUD | ANHEUSER BUSCH INBEV SA/NV | 1.78% | Reduce -47.2% | 1,400,000 | $175M | $125.00 | No quote |
| 17 | BID | SOTHEBYS | 1.74% | - | 6,650,000 | $171.3M | No quote | No quote |
| 18 | EBAY | EBAY INC | 1.12% | Reduce -55.6% | 4,000,000 | $109.92M | $27.48 | No quote |
| 19 | MS | MORGAN STANLEY | 0.97% | New | 3,000,000 | $95.43M | $31.81 | No quote |
| 20 | AXTA | AXALTA COATING SYS LTD | 0.65% | New | 2,400,000 | $63.96M | $26.65 | No quote |
| 21 | GRBK | GREEN BRICK PARTNERS INC | 0.59% | - | 8,083,022 | $58.2M | $7.20 | No quote |
| 22 | APIC | APIGEE CORP | 0.26% | - | 3,166,551 | $25.43M | No quote | No quote |
| 23 | ENPH | ENPHASE ENERGY INC | 0.22% | - | 6,248,987 | $21.93M | No quote | No quote |
| 24 | CWEI | WILLIAMS CLAYTON ENERGY INC | 0.12% | Reduce -54.3% | 400,000 | $11.83M | No quote | No quote |
| 25 | KHC | KRAFT HEINZ CO | 0.06% | Reduce -99.0% | 82,000 | $5.97M | $72.76 | No quote |
| 26 | YUM | YUM BRANDS INC | 0.06% | Reduce -99.4% | 75,300 | $5.5M | $73.05 | No quote |
| 27 | CWSA | CITIGROUP INC | 0.04% | - | 20,000,000 | $3.6M | No quote | No quote |
| 31 | TMUS | T MOBILE US INC | - | Sold | 0 | $0 | No quote | No quote |
| 30 | NXPI | NXP SEMICONDUCTORS N V | - | Sold | 0 | $0 | No quote | No quote |
| 29 | XON | INTREXON CORP | - | Sold | 0 | $0 | No quote | No quote |
| 28 | IAC | IAC INTERACTIVECORP | - | 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 | 8,750,000 | $5.03M |