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 24 of 45 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 22.00% | Reduce -10.9% | 41,000,000 | $2.48B | $60.54 | No quote |
| 2 | DOW | DOW CHEM CO | 8.94% | Add +1.9% | 16,000,000 | $1.01B | $63.07 | No quote |
| 3 | BLK | BLACKROCK INC | 5.80% | New | 1,550,000 | $654.74M | $422.41 | No quote |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 5.62% | New | 4,500,000 | $634.05M | $140.90 | No quote |
| 5 | GOOGL | ALPHABET INC | 4.74% | Add +26.4% | 575,000 | $534.57M | $929.68 | No quote |
| 6 | META | FACEBOOK INC | 4.68% | Add +16.7% | 3,500,000 | $528.43M | $150.98 | No quote |
| 7 | STZ | CONSTELLATION BRANDS INC | 4.29% | Reduce -16.7% | 2,500,000 | $484.33M | $193.73 | No quote |
| 8 | TWX | TIME WARNER INC | 3.34% | Add +7.1% | 3,750,000 | $376.54M | No quote | No quote |
| 9 | BAC | BANK AMER CORP | 3.23% | Add +11.1% | 15,000,000 | $363.9M | $24.26 | No quote |
| 10 | BID | SOTHEBYS | 3.17% | - | 6,661,604 | $357.53M | No quote | No quote |
| 11 | TMUS | T MOBILE US INC | 2.82% | Add +5.0% | 5,250,000 | $318.26M | $60.62 | No quote |
| 12 | NXPI | NXP SEMICONDUCTORS N V | 2.62% | New | 2,700,000 | $295.52M | $109.45 | No quote |
| 13 | DHR | DANAHER CORP DEL | 2.47% | Add +6.5% | 3,300,000 | $278.49M | $84.39 | No quote |
| 14 | SHW | SHERWIN WILLIAMS CO | 2.33% | Reduce -16.7% | 750,000 | $263.22M | $350.96 | No quote |
| 15 | GD | GENERAL DYNAMICS CORP | 2.11% | Reduce -4.0% | 1,200,000 | $237.72M | $198.10 | No quote |
| 16 | ELV | ANTHEM INC | 2.08% | Add +8.7% | 1,250,000 | $235.16M | $188.13 | No quote |
| 17 | SPGI | S&P GLOBAL INC | 1.94% | - | 1,500,000 | $218.99M | $145.99 | No quote |
| 18 | MHK | MOHAWK INDS INC | 1.87% | Reduce -7.9% | 875,000 | $211.48M | $241.69 | No quote |
| 19 | VMC | VULCAN MATLS CO | 1.80% | New | 1,600,000 | $202.69M | $126.68 | No quote |
| 20 | HUM | HUMANA INC | 1.60% | Reduce -47.4% | 750,000 | $180.47M | $240.62 | No quote |
| 21 | HON | HONEYWELL INTL INC | 1.51% | Reduce -7.3% | 1,275,000 | $169.95M | $133.29 | No quote |
| 22 | CHTR | CHARTER COMMUNICATIONS INC N | 1.49% | Reduce -37.5% | 500,000 | $168.43M | $336.85 | No quote |
| 23 | DVMT | DELL TECHNOLOGIES INC | 1.35% | - | 2,500,000 | $152.78M | No quote | No quote |
| 24 | ALXN | ALEXION PHARMACEUTICALS INC | 1.35% | New | 1,250,000 | $152.09M | No quote | No quote |
| 25 | FMC | F M C CORP | 1.29% | New | 2,000,000 | $146.1M | $73.05 | No quote |
| 26 | PE | PARSLEY ENERGY INC | 1.11% | Add +80.0% | 4,500,000 | $124.88M | No quote | No quote |
| 27 | RSPP | RSP PERMIAN INC | 1.10% | Add +92.5% | 3,850,000 | $124.24M | No quote | No quote |
| 28 | HPE | HEWLETT PACKARD ENTERPRISE C | 1.03% | Add +16.7% | 7,000,000 | $116.13M | $16.59 | No quote |
| 29 | GRBK | GREEN BRICK PARTNERS INC | 0.82% | - | 8,083,022 | $92.55M | $11.45 | No quote |
| 30 | BMA | BANCO MACRO SA | 0.74% | New | 900,000 | $82.97M | No quote | No quote |
| 31 | EQT | EQT CORP | 0.43% | New | 825,000 | $48.34M | $58.59 | No quote |
| 32 | KDMN | KADMON HLDGS INC | 0.32% | - | 9,407,745 | $36.6M | No quote | No quote |
| 45 | ZAYO | ZAYO GROUP HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | SNAP | SNAP INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | CRM | SALESFORCE COM INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | RICE | RICE ENERGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | QCOM | QUALCOMM INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | PXD | PIONEER NAT RES CO | - | Sold | 0 | $0 | No quote | No quote |
| 39 | NOMD | NOMAD HLDGS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 38 | JPM | JPMORGAN CHASE & CO | - | Sold | 0 | $0 | No quote | No quote |
| 37 | HK | HALCON RES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 36 | ENPH | ENPHASE ENERGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | ERF | ENERPLUS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 34 | CE | CELANESE CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 33 | AA | ALCOA CORP | - | Sold | 0 | $0 | No quote | No quote |