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 50 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 22.59% | - | 51,901,767 | $2.3B | $44.34 | No quote |
| 2 | DOW | DOW CHEM CO | 9.55% | Reduce -15.0% | 17,000,000 | $972.74M | $57.22 | No quote |
| 3 | HUM | HUMANA INC | 4.81% | Add +71.4% | 2,400,000 | $489.67M | $204.03 | No quote |
| 4 | STZ | CONSTELLATION BRANDS INC | 4.51% | Add +36.4% | 3,000,000 | $459.93M | $153.31 | No quote |
| 5 | JPM | JPMORGAN CHASE & CO | 4.45% | New | 5,250,000 | $453.02M | $86.29 | No quote |
| 6 | META | FACEBOOK INC | 3.95% | Reduce -35.8% | 3,500,000 | $402.68M | $115.05 | No quote |
| 7 | BAC | BANK AMER CORP | 3.80% | New | 17,500,000 | $386.75M | $22.10 | No quote |
| 8 | GOOGL | ALPHABET INC | 3.31% | Reduce -22.7% | 425,000 | $336.79M | $792.45 | No quote |
| 9 | TWX | TIME WARNER INC | 2.84% | New | 3,000,000 | $289.59M | No quote | No quote |
| 10 | SHW | SHERWIN WILLIAMS CO | 2.64% | Add +14.3% | 1,000,000 | $268.74M | $268.74 | No quote |
| 11 | BID | SOTHEBYS | 2.61% | - | 6,661,604 | $265.53M | No quote | No quote |
| 12 | DHR | DANAHER CORP DEL | 2.48% | Reduce -27.8% | 3,250,000 | $252.98M | $77.84 | No quote |
| 13 | CHTR | CHARTER COMMUNICATIONS INC N | 2.40% | Reduce -15.0% | 850,000 | $244.73M | $287.92 | No quote |
| 14 | MHK | MOHAWK INDS INC | 2.35% | Add +33.3% | 1,200,000 | $239.62M | $199.68 | No quote |
| 15 | ZAYO | ZAYO GROUP HLDGS INC | 2.26% | New | 7,000,000 | $230.02M | No quote | No quote |
| 16 | GD | GENERAL DYNAMICS CORP | 2.20% | Reduce -3.7% | 1,300,000 | $224.46M | $172.66 | No quote |
| 17 | AAPL | APPLE INC | 2.10% | Reduce -26.0% | 1,850,000 | $214.27M | $115.82 | No quote |
| 18 | SPGI | S&P GLOBAL INC | 1.69% | Reduce -20.0% | 1,600,000 | $172.06M | $107.54 | No quote |
| 19 | TAP | MOLSON COORS BREWING CO | 1.62% | - | 1,700,000 | $165.43M | $97.31 | No quote |
| 20 | PVTB | PRIVATEBANCORP INC | 1.60% | New | 3,000,000 | $162.57M | No quote | No quote |
| 21 | HON | HONEYWELL INTL INC | 1.56% | New | 1,375,000 | $159.29M | $115.85 | No quote |
| 22 | CB | CHUBB LIMITED | 1.56% | Reduce -33.3% | 1,200,000 | $158.54M | $132.12 | No quote |
| 23 | ELV | ANTHEM INC | 1.41% | New | 1,000,000 | $143.77M | $143.77 | No quote |
| 24 | DVMT | DELL TECHNOLOGIES INC | 1.40% | Add +13.0% | 2,600,000 | $142.92M | No quote | No quote |
| 25 | UNP | UNION PAC CORP | 1.17% | Reduce -8.0% | 1,150,000 | $119.23M | $103.68 | No quote |
| 26 | CAG | CONAGRA BRANDS INC | 1.16% | Reduce -29.4% | 3,000,000 | $118.65M | $39.55 | No quote |
| 27 | MON | MONSANTO CO NEW | 1.14% | Reduce -70.3% | 1,100,000 | $115.73M | No quote | No quote |
| 28 | NOMD | NOMAD HLDGS LTD | 1.12% | Reduce -5.5% | 11,950,000 | $114.36M | $9.57 | No quote |
| 29 | GS | GOLDMAN SACHS GROUP INC | 0.94% | New | 400,000 | $95.78M | $239.45 | No quote |
| 30 | HDS | HD SUPPLY HLDGS INC | 0.94% | New | 2,250,000 | $95.65M | No quote | No quote |
| 31 | GRBK | GREEN BRICK PARTNERS INC | 0.80% | - | 8,083,022 | $81.23M | $10.05 | No quote |
| 32 | TDG | TRANSDIGM GROUP INC | 0.61% | Reduce -77.9% | 250,000 | $62.24M | $248.96 | No quote |
| 33 | RICE | RICE ENERGY INC | 0.56% | New | 2,650,000 | $56.58M | No quote | No quote |
| 34 | SWN | SOUTHWESTERN ENERGY CO | 0.53% | New | 5,000,000 | $54.1M | No quote | No quote |
| 35 | AVGO | BROADCOM LTD | 0.52% | New | 300,000 | $53.03M | $176.77 | No quote |
| 36 | KDMN | KADMON HLDGS INC | 0.41% | - | 7,919,650 | $42.13M | No quote | No quote |
| 37 | SUPV | GRUPO SUPERVIELLE S A | 0.35% | Reduce -39.1% | 2,740,000 | $36M | No quote | No quote |
| 38 | ENPH | ENPHASE ENERGY INC | 0.06% | - | 6,248,987 | $6.31M | No quote | No quote |
| 50 | YUM | YUM BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 49 | WMB | WILLIAMS COS INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 48 | V | VISA INC | - | Sold | 0 | $0 | No quote | No quote |
| 47 | STJ | ST JUDE MED INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | SHPG | SHIRE PLC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | LBTYA | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | CWSA | CITIGROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | APIC | APIGEE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 42 | BUD | ANHEUSER BUSCH INBEV SA/NV | - | Sold | 0 | $0 | No quote | No quote |
| 41 | AME | AMETEK INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 40 | AGN | ALLERGAN PLC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | BABA | ALIBABA GROUP HLDG LTD | - | Sold | 0 | $0 | No quote | No quote |