Daniel Loeb

Daniel Loeb

Last Update: 02-13-2015

Number of Stocks: 40
Number of New Stocks: 12

Total Value: $11,086 Mil
Q/Q Turnover: 40%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Daniel Loeb' s Profile & Performance

Profile

Daniel S. Loeb founded Third Point LLC in 1995 and leads the firm’s research activities, portfolio, and risk management. He is well known for his public letters in which he criticizes company CEOs or other investment managers. Third Point’s total assets are more than $2.2 billion, and Loeb’s personal net worth is $2.3 billion.

Web Page:http://www.thirdpointpublic.com/

Investing Philosophy

Loeb and Third Point focus on activist investing, and follows an event-driven, value-oriented investment style. Loeb identifies situations in which a catalyst will unlock value.

Total Holding History

Performance of Master Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20145.713.69-8.0
201325.232.39-7.2
201221.2165.2
3-Year Cumulative60.4 (17.1%/year)74.6 (20.4%/year)-14.2 (-3.3%/year)
2011-0.12.11-2.2
201033.515.0618.4
5-Year Cumulative113.9 (16.4%/year)105.1 (15.5%/year)8.8 (0.9%/year)
200938.226.4611.7
2008-32.8-374.2
200716.65.4911.1
20061515.79-0.8
200519.94.9115.0
10-Year Cumulative219.4 (12.3%/year)109.4 (7.7%/year)110 (4.6%/year)
200430.210.8819.3
200351.528.6822.8
2002-7-22.115.1
200114.9-11.8926.8
200017.1-9.126.2
15-Year Cumulative688.3 (14.8%/year)86.4 (4.2%/year)601.9 (10.6%/year)
199942.221.0421.2
19986.628.58-22.0
199752.133.3618.7
199644.322.9621.3
19953737.58-0.6
20-Year Cumulative3493.2 (19.6%/year)554.6 (9.8%/year)2938.6 (9.8%/year)

Top Ranked Articles

Market Cycle Analysis & Five-Year Rolling Analysis of Guru Performance
Market Cycle Analysis In our research of John Hussman’s performance, we observed that he underperformed the market if we look at the latest 3-year annualized return, 5-year annualized return and even 10-year annualized return. Yet this might not be the case if we look at his performance over a complete economic cycle. Read more...
Dan Loeb’s Letter to the Board of Yahoo
LETTER TO THE BOARD OF DIRECTORS OF THE ISSUER Read more...
Talks of Carl Icahn Getting a Piece of Herbalife, Joining Loeb in Long Position
After fellow activist investor, Daniel Loeb set off the media earlier this week with his declaration to obtain a long position in Herbalife (HLF), a company that Pershing Square’s Bill Ackman just shorted weeks ago, corporate raiding Guru Carl Icahn has been reported yesterday afternoon of joining Loeb in taking a piece of the action. Read more...
Daniel Loeb Comments on AIG
Equity: AIG (AIG) Read more...
Why Third Point Capital's Daniel Loeb Is Beating John Paulson and David Einhorn
On Wednesday, Reuters reported that hedge funds overall have lost an average of 2% over the first half of the year, while the S&P gained around 6%. Below the average are unexpected names like John Paulson (flagship fund down 15%), David Einhorn (Greenlight Capital down 5%), and Bill Ackman (Pershing Square Capital down 2.27%). Read more...
» More Daniel Loeb Articles

Commentaries and Stories

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Should You Buy EBay Post Recent Analyst Upgrade?
Recently, Susquehanna analyst James Friedman upgraded his rating on eBay (EBAY) to buy from neutral. He also raised his stock price target to $75, which implies significant upside from the current levels. Friedman is bullish about Paypal's business prospects once it demerges from eBay. More...

LONG, INTERNET


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A look at Daniel Loeb's investment in Delta Airlines Daniel Loeb - A Look At Daniel Loeb's Investment In Delta Airlines
Airline companies are notorious for burning cash. Serial Entrepreneur Richard Branson once said, "If you want to be a millionaire, start with a billion dollars and launch a new airline". With falling oil prices, things appear to have been turning around for the sector. Most of the airline stocks have seen good run up over the last few months backed by improved profitability. Many big name investors are now looking for quality names in the sector. More...

LONG, INDUSTRIALS


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Analyzing Daniel Loeb's Top Buys: Masco Corporation Daniel Loeb - Analyzing Daniel Loeb's Top Buys: Masco Corporation
Daniel Loeb (Trades, Portfolio) is well known activist investor. He founded Third Point LLC in 1995 and leads the firm’s research activities, portfolio, and risk management. Third Point’s total assets are more than $2.2 billion, and Loeb’s personal net worth is $2.3 billion. More...

LONG, INDUSTRIALS


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Daniel Loeb's Comments on Fanuc
During the fourth quarter we invested in Fanuc ( FANUY), the leading factory automation and robotics company in the world with a market capitalization of $33 billion and an enterprise value of $25 billion. Based in Japan and spun out of Fujitsu in the 1970’s, Fanuc is a unique company with a long history of being the best and fastest to market in everything it does. Its visionary founder describes the Company’s mission as “walking the narrow path,” which refers to its relentless focus on producing only a limited number of products that are technically superior with the lowest possible cost structure. This targeted innovation combined with a strong emphasis on reliability and service has made virtually all of Fanuc’s products blockbusters. While serving completely different, cyclical markets, Fanuc reminds us of Apple in its product approach. More...

Daniel Loeb, Fanuc


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Investors Should Bet on this New York City-Based Insurer
In this article, let's take a look at American International Group, Inc. (AIG), a $75.29 billion market cap company that is a leading international insurance organization, which was rescued by various government entities in the financial crisis of 2008. More...

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Analyzing Daniel Loeb's Top Picks: eBay Inc (EBAY)
Daniel Loeb (Trades, Portfolio) founded Third Point LLC in 1995 and leads the firm’s research activities, portfolio, and risk management. He is well known for his public letters in which he criticizes company CEOs or other investment managers. Third Point’s total assets are more than $2.2 billion, and Loeb’s personal net worth is $2.3 billion. Loeb and Third Point focus on activist investing, and follows an event-driven, value-oriented investment style. Loeb identifies situations in which a catalyst will unlock value. Last quarter Daniel Loeb (Trades, Portfolio) increased his holdings in eBay (EBAY) by 122%. He currently holds 10 mn shares of the company. Here's a look at the company in detail. More...

LONG, INTERNET


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Paul Tudor Jones Is Betting on the SPY, Should You?
Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). More...

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Why Hedge Fund Titans Like Delta Airlines (DAL) Daniel Loeb,John Griffin - Why Hedge Fund Titans Like Delta Airlines (DAL)
With crude prices declining, many investors are getting interested in airline stocks. Delta Airlines (DAL), in particular, has seen many big name investors like Daniel Loeb (Trades, Portfolio), Julian Robertson (Trades, Portfolio), John Griffin (Trades, Portfolio), Mario Gabelli (Trades, Portfolio), More...

LONG, AIRLINES


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Daniel Loeb's Top 5 New Stock Buys of the Fourth Quarter Daniel Loeb - Daniel Loeb's Top 5 New Stock Buys Of The Fourth Quarter
Daniel Loeb (Trades, Portfolio), the CEO of hedge fund known for its periodic activist ventures Third Point, had significant portfolio turnover of 40% in the fourth quarter, with 12 new stocks added. More...

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Daniel Loeb Comments on Fanuc Corp
Equity Position: FANUC (TSE:6954, FANUY, FANUF) More...

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Daniel Loeb Comments on Amgen Inc
Equity Position: Amgen (AMGN) More...

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Daniel Loeb’s Third Point Q4 2014 Investor Letter
Review and Outlook More...

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Why Soros, Burbank and Cohen Bought this Fairly Valued Stock
In this article, let's take a look at Anheuser-Busch InBev SA/NV(BUD), a $184.78 billion market cap company that is a brewing company and manages a portfolio of over 200 brands of beer. More...

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Different Hedge Fund Managers Bought and Added Molson Coors Brewing
In this article, let's take a look at Molson Coors Brewing Company (TAP), a $14.01 billion market cap company, which is the fifth largest brewer in the world, was formed in early 2005 via the combination of Adolph Coors Co. and Molson, Inc. More...

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The Broken-Leg Problem: Q&A with Abnormal Returns’ Tadas Viskanta about Deep Value Carl Icahn,Daniel Loeb - The Broken-Leg Problem: Q&A With Abnormal Returns’ Tadas Viskanta About Deep Value
Earlier this week I did a Q&A withAbnormal Returns’ Tadas Viskanta about Deep Value. Tadas sees more finance and investing content than anyone else, so it’s always interesting to see what he takes away from a topic: More...

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Daniel Loeb Comments on Sony Corp
In May of 2013, Third Point announced a significant stake in Sony (SNE) and suggested to the company’s CEO, Kazuo Hirai, that he should seriously consider spinning out 15‐20% of the company’s undervalued, American-based Entertainment business. At the time, we explained that partially listing the Entertainment segment would have three positive effects: 1) highlighting its profitability; 2) increasing investor transparency, thereby allowing the market to properly benchmark the company against its global media peers; and 3) incentivizing Entertainment’s management to run the company more efficiently by engaging in cost cutting and laying out clear earnings targets. More...

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Daniel Loeb Comments on Alibaba Group Holding Ltd
In our Quarterly Letter two and a half years ago, we argued “the Case for Alibaba.” At the time, Alibaba (BABA) held a leading market position that it was just beginning to monetize (the company had less than $75 million in LTM earnings). Today, the Company has continued its exponential growth, demonstrated significant margin leverage, and is expected to earn over $5 billion this fiscal year. Our enthusiasm for the Alibaba story has underpinned multiple investments at Third Point and now that the company is public, we have established a significant direct investment in Alibaba shares. More...

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Daniel Loeb Comments on eBay
We established a significant position in eBay (EBAY) during the Third Quarter. While eBay’s challenges were well‐mapped – including multiple years of minimal value growth, a weak execution track record, and high employee turnover – we sensed it had arrived at a critical inflection point and gained new focus. A meeting with CEO John Donahoe this summer left us impressed by his process‐driven approach to optimizing the business. More...

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Daniel Loeb Comments on Amgen Inc
Since its founding in 1980, Amgen (AMGN) (“the company”) has been a pioneer in the biotechnology industry, successfully discovering, developing, and marketing therapeutic agents that have meaningfully impacted human health. From 1989 to 2002, Amgen grew five revolutionary biologic drugs into billion dollar blockbuster products in oncology, nephrology, and inflammation. Today, Amgen is a $105 billion market cap company with annual revenues of nearly $20 billion and annual net income e of over $5billion. More...

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Third Point Q3 2014 Investor Letter Daniel Loeb - Third Point Q3 2014 Investor Letter
This is the excerpt from the shareholder letter of Third Point Capital. More...

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User Comments

Guardinvest
ReplyGuardinvest - 4 months ago
Following DOW as he puts added pressure on them to split and divest their commodity chemical business as well as increase stock buy backs. Creating a Shadow Board.

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