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 18 of 43 rows. Rows without a quote are marked unavailable.
| 1 | BAX | BAXTER INTL INC | 15.00% | Reduce -33.8% | 11,580,000 | $940.18M | $81.19 | |
| 2 | AGN | ALLERGAN PLC | 12.19% | Add +19.8% | 4,311,500 | $763.57M | No quote | No quote |
| 3 | DHR | DANAHER CORPORATION | 7.89% | Reduce -3.8% | 3,570,000 | $494.12M | $138.41 | |
| 4 | AMZN | AMAZON COM INC | 6.69% | Add +207.1% | 215,000 | $419.19M | $1949.72 | |
| 5 | CNC | CENTENE CORP DEL | 6.18% | Add +171.5% | 6,515,000 | $387.06M | $59.41 | |
| 6 | UTX | UNITED TECHNOLOGIES CORP | 6.02% | Reduce -23.2% | 4,000,000 | $377.32M | No quote | No quote |
| 7 | FIS | FIDELITY NATL INFORMATION SV | 4.55% | Reduce -6.2% | 2,345,000 | $285.25M | $121.64 | |
| 8 | V | VISA INC | 3.60% | Reduce -6.7% | 1,400,000 | $225.57M | $161.12 | |
| 9 | CRM | SALESFORCE COM INC | 3.50% | Reduce -30.7% | 1,525,000 | $219.57M | $143.98 | |
| 10 | ADBE | ADOBE INC | 3.38% | Reduce -30.0% | 665,000 | $211.63M | $318.24 | |
| 11 | IQV | IQVIA HLDGS INC | 3.16% | Reduce -8.3% | 1,835,000 | $197.92M | $107.86 | |
| 12 | IAA | IAA INC | 3.11% | - | 6,500,000 | $194.74M | No quote | No quote |
| 13 | SPGI | S&P GLOBAL INC | 3.03% | Reduce -3.1% | 775,000 | $189.91M | $245.05 | |
| 14 | BURL | BURLINGTON STORES INC | 2.84% | Reduce -19.6% | 1,125,000 | $178.27M | No quote | No quote |
| 15 | RACE | FERRARI N V | 2.64% | Add +623.3% | 1,085,000 | $165.54M | $152.57 | |
| 16 | FPAC | FAR PT ACQUISITION CORP | 2.53% | - | 15,692,500 | $158.81M | No quote | No quote |
| 17 | DIS | DISNEY WALT CO | 2.20% | New | 1,425,000 | $137.66M | $96.60 | |
| 18 | CHTR | CHARTER COMMUNICATIONS INC N | 2.09% | New | 300,000 | $130.89M | $436.31 | |
| 19 | ROP | ROPER TECHNOLOGIES INC | 1.37% | New | 275,000 | $85.75M | $311.81 | |
| 20 | TEL | TE CONNECTIVITY LTD | 1.36% | New | 1,350,000 | $85.02M | $62.98 | |
| 21 | SERV | SERVICEMASTER GLOBAL HLDGS I | 1.34% | New | 3,100,000 | $83.7M | No quote | No quote |
| 22 | SHW | SHERWIN WILLIAMS CO | 1.10% | New | 150,000 | $68.93M | $459.52 | |
| 23 | AVTR | AVANTOR INC | 1.00% | Reduce -28.6% | 5,000,000 | $62.45M | $12.49 | |
| 24 | RTN | RAYTHEON CO | 0.68% | Reduce -41.2% | 326,500 | $42.82M | No quote | No quote |
| 25 | FPACU | FAR PT ACQUISITION CORP | 0.65% | - | 4,000,000 | $40.6M | No quote | No quote |
| 26 | SONY | SONY CORP | 0.64% | Reduce -55.0% | 675,000 | $39.95M | $59.18 | |
| 27 | KDMN | KADMON HLDGS INC | 0.63% | - | 9,407,745 | $39.42M | No quote | No quote |
| 28 | BMYRT | BRISTOL-MYERS SQUIBB CO | 0.42% | - | 7,000,000 | $26.6M | No quote | No quote |
| 29 | RPLAU | REPLAY ACQUISITION CORP | 0.16% | - | 1,000,000 | $9.81M | No quote | No quote |
| 30 | SHY | ISHARES TR | 0.07% | Add +12.1% | 47,424 | $4.11M | No quote | No quote |
| 43 | XP | XP INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | PARA | VIACOMCBS INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | SCHW | THE CHARLES SCHWAB CORPORATI | - | Sold | 0 | $0 | No quote | No quote |
| 40 | AMTD | TD AMERITRADE HLDG CORP | - | Sold | 0 | $0 | No quote | No quote |
| 39 | GTT | GTT COMMUNICATIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 38 | GO | GROCERY OUTLET HLDG CORP | - | Sold | 0 | $0 | No quote | No quote |
| 37 | FOXA | FOX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 36 | FIVE | FIVE BELOW INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | - | Sold | 0 | $0 | No quote | No quote |
| 34 | CNNE | CANNAE HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 33 | CPB | CAMPBELL SOUP CO | - | Sold | 0 | $0 | No quote | No quote |
| 32 | BSX | BOSTON SCIENTIFIC CORP | - | Sold | 0 | $0 | No quote | No quote |
| 31 | BKI | BLACK KNIGHT INC | - | Sold | 0 | $0 | No quote | No quote |