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
- +0.30%
- 1-year
- +3.00%
- 3-year
- +48.74%
- 5-year
- +8.08%
- 3-year vs S&P 500
- -24.51%
- 5-year vs S&P 500
- -65.61%
- 5-year top 5
- -22.99%
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 29 of 55 rows. Rows without a quote are marked unavailable.
| 1 | PCG | PG&E CORP | 14.01% | Add +5.3% | 56,860,000 | $917.15M | $16.13 | |
| 2 | MSFT | MICROSOFT CORP | 10.73% | Add +46.4% | 2,225,000 | $702.54M | $315.75 | |
| 3 | DHR | DANAHER CORPORATION | 9.29% | Reduce -5.8% | 2,450,000 | $607.85M | $248.10 | |
| 4 | AMZN | AMAZON COM INC | 9.09% | Add +14.2% | 4,680,000 | $594.92M | $127.12 | |
| 5 | BBWI | BATH & BODY WORKS INC | 7.15% | - | 13,850,000 | $468.13M | $33.80 | |
| 6 | META | META PLATFORMS INC | 5.05% | New | 1,100,000 | $330.23M | $300.21 | |
| 7 | DD | DUPONT DE NEMOURS INC | 4.73% | Reduce -9.8% | 4,150,000 | $309.55M | $74.59 | |
| 8 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.02% | Add +29.2% | 2,389,934 | $262.94M | $110.02 | |
| 9 | J | JACOBS SOLUTIONS INC | 3.75% | Add +32.8% | 1,800,000 | $245.7M | $136.50 | |
| 10 | FERG | FERGUSON PLC NEW | 3.19% | - | 1,275,000 | $208.73M | $163.71 | |
| 11 | UBER | UBER TECHNOLOGIES INC | 2.95% | Add +51.4% | 4,200,000 | $193.16M | $45.99 | |
| 12 | AIG | AMERICAN INTL GROUP INC | 2.73% | - | 2,950,000 | $178.77M | $60.60 | |
| 13 | OPCH | OPTION CARE HEALTH INC | 2.69% | Add +55.7% | 5,450,659 | $176.33M | $32.35 | |
| 14 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 2.58% | Reduce -6.6% | 2,475,000 | $168.72M | $68.17 | |
| 15 | X | UNITED STATES STL CORP NEW | 2.36% | New | 4,750,000 | $154.28M | No quote | No quote |
| 16 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.36% | Reduce -27.6% | 1,775,000 | $154.25M | $86.90 | |
| 17 | TMUS | T-MOBILE US INC | 2.14% | New | 1,000,000 | $140.05M | $140.05 | |
| 18 | VST | VISTRA CORP | 1.83% | Add +8.6% | 3,604,252 | $119.59M | $33.18 | |
| 19 | GOOGL | ALPHABET INC | 1.80% | Reduce -36.8% | 900,000 | $117.77M | $130.86 | |
| 20 | RRX | REGAL REXNORD CORPORATION | 1.42% | New | 650,000 | $92.87M | $142.88 | |
| 21 | HTZ | HERTZ GLOBAL HLDGS INC | 1.40% | Add +2.4% | 7,494,821 | $91.81M | $12.25 | |
| 22 | WCC | WESCO INTL INC | 1.37% | - | 625,000 | $89.89M | $143.82 | |
| 23 | GB | GLOBAL BLUE GROUP HOLDING AG | 0.78% | Reduce -1.2% | 8,387,601 | $51M | No quote | No quote |
| 24 | APOPRA | APOLLO GLOBAL MGMT INC | 0.76% | New | 900,000 | $49.59M | No quote | No quote |
| 25 | TDS | TELEPHONE & DATA SYS INC | 0.60% | New | 2,136,832 | $39.13M | $18.31 | |
| 26 | HTZWW | HERTZ GLOBAL HLDGS INC | 0.37% | Add +32.3% | 3,970,000 | $24.3M | $6.12 | No quote |
| 27 | AD | UNITED STATES CELLULAR CORP | 0.36% | New | 545,344 | $23.43M | $42.97 | |
| 28 | FIS | FIDELITY NATL INFORMATION SV | 0.25% | - | 300,000 | $16.58M | $55.27 | |
| 29 | EGGF | EG ACQUISITION CORP | 0.15% | - | 952,000 | $10.15M | No quote | No quote |
| 30 | AUR | AURORA INNOVATION INC | 0.04% | - | 1,032,463 | $2.43M | $2.35 | |
| 31 | NPWRWS | NET POWER INC | 0.03% | - | 500,000 | $2.17M | No quote | No quote |
| 32 | AUROW | AURORA INNOVATION INC | 0.01% | - | 1,835,000 | $587.2K | $0.32 | No quote |
| 33 | GBWS | GLOBAL BLUE GROUP HOLDING AG | 0.01% | - | 1,333,333 | $506.67K | No quote | No quote |
| 34 | PUMP | PROPETRO HLDG CORP | 0.00% | New | 15,000 | $159.45K | $10.63 | |
| 35 | TMCWW | TMC THE METALS COMPANY INC | 0.00% | - | 1,000,000 | $110.1K | No quote | No quote |
| 36 | EGGFWS | EG ACQUISITION CORP | 0.00% | - | 367,499 | $62.77K | No quote | No quote |
| 37 | JWSMWS | JAWS MUSTANG ACQUISITION COR | 0.00% | - | 1,000,000 | $40K | No quote | No quote |
| 38 | DISAW | DISRUPTIVE ACQUISITION CORP | 0.00% | - | 333,333 | $15.73K | No quote | No quote |
| 39 | SLACW | SOCIAL LEVERAGE ACQUISN CORP | 0.00% | - | 250,000 | $11.28K | No quote | No quote |
| 40 | BOACWS | BLUESCAPE OPPORTUNITIES ACQU | 0.00% | - | 1,000,000 | $8.7K | No quote | No quote |
| 53 | PCGU | PG&E CORP | - | Sold | 0 | $0 | No quote | No quote |
| 52 | NVDA | NVIDIA CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 51 | MU | MICRON TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | HZNP | HORIZON THERAPEUTICS PUB L | - | Sold | 0 | $0 | No quote | No quote |
| 49 | HCA | HCA HEALTHCARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 48 | DEN | DENBURY INC | - | Sold | 0 | $0 | No quote | No quote |
| 47 | CPUHWS | COMPUTE HEALTH ACQUISITIN CO | - | Sold | 0 | $0 | No quote | No quote |
| 46 | BWCAW | BLUE WHALE ACQUISITION CORP | - | Sold | 0 | $0 | No quote | No quote |
| 45 | BWC | BLUE WHALE ACQUISITION CORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | BKI | BLACK KNIGHT INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | BABA | ALIBABA GROUP HLDG LTD | - | Sold | 0 | $0 | No quote | No quote |
| 42 | AMD | ADVANCED MICRO DEVICES INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | ATVI | ACTIVISION BLIZZARD INC | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.