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 21 of 51 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 16.83% | Add +3.9% | 17,500,000 | $1.46B | $83.62 | No quote |
| 2 | UTX | UNITED TECHNOLOGIES CORP | 8.97% | Reduce -13.2% | 5,207,000 | $779.8M | No quote | No quote |
| 3 | CPB | CAMPBELL SOUP CO | 8.18% | Reduce -15.3% | 14,400,000 | $711.65M | $49.42 | No quote |
| 4 | AGN | ALLERGAN PLC | 7.91% | - | 3,600,000 | $688.21M | No quote | No quote |
| 5 | DHR | DANAHER CORPORATION | 6.55% | - | 3,710,000 | $569.41M | $153.48 | No quote |
| 6 | CRM | SALESFORCE COM INC | 4.11% | Reduce -12.0% | 2,200,000 | $357.81M | $162.64 | No quote |
| 7 | FIS | FIDELITY NATL INFORMATION SV | 4.00% | Add +0.0% | 2,500,000 | $347.73M | $139.09 | No quote |
| 8 | BURL | BURLINGTON STORES INC | 3.67% | Reduce -6.7% | 1,400,000 | $319.24M | No quote | No quote |
| 9 | ADBE | ADOBE INC | 3.60% | Add +15.2% | 950,000 | $313.32M | $329.81 | No quote |
| 10 | IQV | IQVIA HLDGS INC | 3.55% | - | 2,000,000 | $309.02M | $154.51 | No quote |
| 11 | IAA | IAA INC | 3.52% | New | 6,500,000 | $305.89M | No quote | No quote |
| 12 | V | VISA INC | 3.24% | - | 1,500,000 | $281.85M | $187.90 | No quote |
| 13 | BSX | BOSTON SCIENTIFIC CORP | 2.60% | - | 5,000,000 | $226.1M | $45.22 | No quote |
| 14 | SPGI | S&P GLOBAL INC | 2.51% | - | 800,000 | $218.44M | $273.05 | No quote |
| 15 | FOXA | FOX CORP | 2.13% | Reduce -37.5% | 5,000,000 | $185.35M | $37.07 | No quote |
| 16 | FPAC | FAR PT ACQUISITION CORP | 1.86% | - | 15,692,500 | $162.1M | No quote | No quote |
| 17 | FIVE | FIVE BELOW INC | 1.76% | Add +41.2% | 1,200,000 | $153.43M | $127.86 | No quote |
| 18 | CNC | CENTENE CORP DEL | 1.74% | - | 2,400,000 | $150.89M | $62.87 | No quote |
| 19 | AMTD | TD AMERITRADE HLDG CORP | 1.71% | New | 3,000,000 | $149.1M | No quote | No quote |
| 20 | AMZN | AMAZON COM INC | 1.49% | New | 70,000 | $129.35M | $1847.84 | No quote |
| 21 | AVTR | AVANTOR INC | 1.46% | New | 7,000,000 | $127.05M | $18.15 | No quote |
| 22 | BKI | BLACK KNIGHT INC | 1.41% | Add +8.6% | 1,900,000 | $122.51M | No quote | No quote |
| 23 | RTN | RAYTHEON CO | 1.40% | New | 555,200 | $122M | No quote | No quote |
| 24 | PARA | VIACOMCBS INC | 1.33% | New | 2,750,000 | $115.42M | No quote | No quote |
| 25 | SONY | SONY CORP | 1.17% | - | 1,500,000 | $102M | $68.00 | No quote |
| 26 | SCHW | THE CHARLES SCHWAB CORPORATI | 0.55% | New | 1,000,000 | $47.56M | $47.56 | No quote |
| 27 | FPACU | FAR PT ACQUISITION CORP | 0.50% | - | 4,000,000 | $43.2M | No quote | No quote |
| 28 | KDMN | KADMON HLDGS INC | 0.49% | - | 9,407,745 | $42.62M | No quote | No quote |
| 29 | GO | GROCERY OUTLET HLDG CORP | 0.43% | Add +538.9% | 1,150,000 | $37.32M | $32.45 | No quote |
| 30 | XP | XP INC | 0.35% | New | 800,000 | $30.82M | $38.52 | No quote |
| 31 | RACE | FERRARI N V | 0.29% | New | 150,000 | $24.83M | $165.54 | No quote |
| 32 | BMYRT | BRISTOL MYERS SQUIBB CO | 0.24% | New | 7,000,000 | $21.07M | No quote | No quote |
| 33 | GTT | GTT COMMUNICATIONS INC | 0.20% | Reduce -50.4% | 1,520,000 | $17.25M | No quote | No quote |
| 34 | RPLAU | REPLAY ACQUISITION CORP | 0.12% | - | 1,000,000 | $10.37M | No quote | No quote |
| 35 | CNNE | CANNAE HLDGS INC | 0.07% | New | 175,000 | $6.51M | No quote | No quote |
| 36 | SHY | ISHARES TR | 0.04% | Add +7.5% | 42,309 | $3.58M | No quote | No quote |
| 37 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.01% | Reduce -95.2% | 250,000 | $715K | $2.86 | No quote |
| 51 | ZEN | ZENDESK INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | TW | TRADEWEB MKTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 49 | BID | SOTHEBYS | - | Sold | 0 | $0 | No quote | No quote |
| 48 | SDC | SMILEDIRECTCLUB INC | - | Sold | 0 | $0 | No quote | No quote |
| 47 | PYPL | PAYPAL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | MSFT | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 45 | HDS | HD SUPPLY HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | GDDY | GODADDY INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | EPRT | ESSENTIAL PPTYS RLTY TR INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | NVST | ENVISTA HLDGS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 41 | CFX | COLFAX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 40 | ANSS | ANSYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | COLD | AMERICOLD RLTY TR | - | Sold | 0 | $0 | No quote | No quote |
| 38 | AFYA | AFYA LTD | - | Sold | 0 | $0 | No quote | No quote |