Daniel Loeb

Daniel Loeb

Last Update: 05-13-2016

Number of Stocks: 37
Number of New Stocks: 13

Total Value: $10,857 Mil
Q/Q Turnover: 25%

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 (%)
2015-1.21.19-2.4
20145.713.69-8.0
201325.232.39-7.2
3-Year Cumulative30.7 (9.3%/year)52.3 (15.1%/year)-21.6 (-5.8%/year)
201221.2165.2
2011-0.12.11-2.2
5-Year Cumulative58.3 (9.6%/year)80.4 (12.5%/year)-22.1 (-2.9%/year)
201033.515.0618.4
200938.226.4611.7
2008-32.8-374.2
200716.65.4911.1
20061515.79-0.8
10-Year Cumulative163.2 (10.2%/year)102 (7.3%/year)61.2 (2.9%/year)
200519.94.9115.0
200430.210.8819.3
200351.528.6822.8
2002-7-22.115.1
200114.9-11.8926.8
15-Year Cumulative565.1 (13.5%/year)107.5 (5%/year)457.6 (8.5%/year)
200017.1-9.126.2
199942.221.0421.2
19986.628.58-22.0
199752.133.3618.7
199644.322.9621.3
20-Year Cumulative2491.3 (17.7%/year)381.4 (8.2%/year)2109.9 (9.5%/year)
19953737.58-0.6

Top Ranked Articles

Is Seasonal Investing the Best Way to Approach the Market? They appear increasingly unpredictable and highly volatile
What happens when the markets stop making sense? How do you even begin to analyze which stocks to invest in? Read more...
Daniel Loeb Comments on Dow Chemical Guru stock highlight
We are encouraged by the latest developments in our investment in Dow (DOW) which announced a merger with DuPont in December. In February, the company revealed that long-time CEO Andrew Liveris will be stepping aside not long after the merger’s completion. DuPont’s CEO, Ed Breen, is a proven operator and capital allocator. Breen made his mark by streamlining Tyco, a long-time industrial conglomerate, splitting the company into focused units and thus created enormous shareholder value. He brings an unbiased perspective and is not afraid to challenge the status quo, two qualities that will be essential in leading Dow/DuPont given the histories of both of these conglomerates. Read more...
Daniel Loeb Comments on Anheuser Busch InBev Guru stock highlight
The long awaited acquisition of SAB Miller (SAB) by Anheuser Busch InBev (BUD) announced late last year created two interesting pro forma situations. The deal, expected to close in the second half of 2016, will combine the two largest global brewers and create an unrivaled player with strong pricing power in an increasingly consolidated global industry. It will also transform Molson Coors (TAP) into a stronger regional competitor following the acquisition of certain SAB assets that must be sold for anti-trust reasons. Read more...
Daniel Loeb Comments on Molson Coors Brewing Company Guru stock highlight
TAP (NYSE:TAP), on the other hand, stands to benefit greatly from acquiring divested assets. The company is picking up the remaining 58% share of the MillerCoors US joint venture that it does not already own, the perpetual rights to import legacy SAB global brands such as Peroni in the US, and the global rights to the Miller brand. The transaction is highly accretive for TAP given the sheer size of the acquired assets. It also gives the company full control over its most important market, something that ought to improve operational effectiveness and increase the long-term strategic value of the company to a potential acquirer as the global beer industry continues to consolidate. As is the case with BUD, we believe TAP will compound nicely over the next several years as the market more fully appreciates the earnings power and strategic optionality of the pro forma company. Read more...
Daniel Loeb Comments on Charter Communications Guru stock highlight
Charter Communications (CHTR) is a domestic provider of voice, video, and high-speed data. In May 2015, Charter announced the acquisition of Time Warner Cable. This is a transformational deal that quadruples the company’s scale while driving substantial operating efficiencies. Importantly, the pro forma company will be led by Charter’s current CEO, Tom Rutledge, who we view as one of the best operators in the industry. Read more...
» More Daniel Loeb Articles

Commentaries and Stories

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Is Seasonal Investing the Best Way to Approach the Market? They appear increasingly unpredictable and highly volatile Warren Buffett,Daniel Loeb,Bill Ackman,Carl Icahn, - Is Seasonal Investing The Best Way To Approach The Market?
What happens when the markets stop making sense? How do you even begin to analyze which stocks to invest in? More...

SEASONAL INVESTING, LONG, HEALTHCARE, TECHNOLOGY, APPLE, GILEAD SCIENCES


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Daniel Loeb Comments on Danaher Guru stock highlight
Danaher (DHR) is a diversified multi-industrial company with an increasing exposure to life science and healthcare-oriented businesses. Operating across five different business segments and built up through over 400 acquisitions over the company’s history, the cornerstone for Danaher’s successful integration and value creation strategy has been the More...

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Daniel Loeb Comments on Chubb Ltd. Guru stock highlight
Chubb Ltd. (CB) is the product of ACE Limited’s acquisition of The Chubb Corporation which closed in January. The deal combined two world-class operators that have consistently put up ~90% combined ratios – almost 900bps better than North American peers – and have compounded book value at 10%+ the past decade, more than double that of peers. The new Chubb is the largest public pure-play P&C company by underwriting income. It also has a number of factors we look for in a pro forma situation: an A+ CEO in Evan Greenberg; complementary fit across products, distribution, and geography; and a plan that is less focused on short-term cost savings than long-term strategic opportunities for growth, which are abundant. More...

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Daniel Loeb Comments on Charter Communications Guru stock highlight
Charter Communications (CHTR) is a domestic provider of voice, video, and high-speed data. In May 2015, Charter announced the acquisition of Time Warner Cable. This is a transformational deal that quadruples the company’s scale while driving substantial operating efficiencies. Importantly, the pro forma company will be led by Charter’s current CEO, Tom Rutledge, who we view as one of the best operators in the industry. More...

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Daniel Loeb Comments on Molson Coors Brewing Company Guru stock highlight
TAP (NYSE:TAP), on the other hand, stands to benefit greatly from acquiring divested assets. The company is picking up the remaining 58% share of the MillerCoors US joint venture that it does not already own, the perpetual rights to import legacy SAB global brands such as Peroni in the US, and the global rights to the Miller brand. The transaction is highly accretive for TAP given the sheer size of the acquired assets. It also gives the company full control over its most important market, something that ought to improve operational effectiveness and increase the long-term strategic value of the company to a potential acquirer as the global beer industry continues to consolidate. As is the case with BUD, we believe TAP will compound nicely over the next several years as the market more fully appreciates the earnings power and strategic optionality of the pro forma company. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Comments on Anheuser Busch InBev Guru stock highlight
The long awaited acquisition of SAB Miller (SAB) by Anheuser Busch InBev (BUD) announced late last year created two interesting pro forma situations. The deal, expected to close in the second half of 2016, will combine the two largest global brewers and create an unrivaled player with strong pricing power in an increasingly consolidated global industry. It will also transform Molson Coors (TAP) into a stronger regional competitor following the acquisition of certain SAB assets that must be sold for anti-trust reasons. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Comments on Dow Chemical Guru stock highlight
We are encouraged by the latest developments in our investment in Dow (DOW) which announced a merger with DuPont in December. In February, the company revealed that long-time CEO Andrew Liveris will be stepping aside not long after the merger’s completion. DuPont’s CEO, Ed Breen, is a proven operator and capital allocator. Breen made his mark by streamlining Tyco, a long-time industrial conglomerate, splitting the company into focused units and thus created enormous shareholder value. He brings an unbiased perspective and is not afraid to challenge the status quo, two qualities that will be essential in leading Dow/DuPont given the histories of both of these conglomerates. More...

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Why Dan Loeb Is Adding to His Green Brick Position Loeb acquired his first shares in 2015 at $10 and now he is adding to stake Daniel Loeb,David Einhorn - Why Dan Loeb Is Adding To His Green Brick Position
Green Brick Partners (NASDAQ:GRBK) is a land development company with a bank of land in favorable parts of the Dallas and Atlanta areas. In addition it owns controlling interests (of exactly 50%) in four homebuilding companies. More...

LONG, HOMEBUILDER


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Daniel Loeb Adds to Stake in Green Brick Partners Strong financial strength and vigilant leadership may have influenced guru Daniel Loeb,David Einhorn - Daniel Loeb Adds To Stake In Green Brick Partners
Daniel Loeb (TradesPortfolio) added 99,943 shares to his stake in Green Brick Partners Inc. (NASDAQ:GRBK) on April 8. More...

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Art Collecter Daniel Loeb Adds Sothebys to Portfolio Loeb purchased almost 11,000 shares of company Daniel Loeb - Art Collecter Daniel Loeb Adds Sothebys To Portfolio
Guru Daniel Loeb (Trades, Portfolio) is a California native who grew up in Santa Monica. Loeb received his bachelor's at Columbia and spent the next 11 years working for various firms including Warburg Pincus, a private equity firm. He then landed a job working as director of corporate development at Island Records, a record label where he focused on securing debt financing. More...

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Dan Loeb's Third Point Portfolio Highly Concentrated The top position is in the green and tries to offset the negative performances of the other 2 Daniel Loeb,Eric Mindich,David Tepper,Steven Cohen - Dan Loeb's Third Point Portfolio Highly Concentrated
Daniel Loeb´s Third Point disclosed an equity portfolio valued at some $9.86 billion at the end of the fourth quarter of 2015. The equity portfolio is mainly invested in Health Care (53%), Materials (17%) and Consumer Discretionary (11%) stocks. More...

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3 Attractive Asset Management Firms Ariel Investments' Charlie Bobrinskoy offers investment ideas T Rowe Price Equity Income Fund,Daniel Loeb,Caxton - 3 Attractive Asset Management Firms
More...

LONG, FINANCIAL SERVICES,


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Third Point's Quarterly Letter Daniel Loeb returned 3.2% in the fourth quarter Daniel Loeb - Third Point's Quarterly Letter
Markets are off to a tumultuous start for the year, as many indices show1: the S&P (- 10.3%); the NASDAQ (-14.7%); the DAX (-18.5%); the NIKKEI (-17.4%); and the Shanghai Composite index (-21.9%). Last year’s darlings like Amazon (NASDAQ:AMZN) (-25.5%) and Netflix (NASDAQ:NFLX) (-24.5%) have fallen meaningfully in 2016, but hardest hit have been some companies seen as “value” stocks like Williams (NYSE:WMB) (-48.3%), Bank of America (NYSE:BAC) (-33.7%), and Morgan Stanley (NYSE:MS) (- 31.4%). We believe the indices’ drastic declines actually fail to capture the true carnage revealed when you take a closer look at the breadth of S&P companies experiencing massive losses. In some cases, these losses may represent permanent value destruction. The 2015 market we dubbed a “Haunted House” feels about as scary as the Disney (NYSE:DIS) kids’ ride “It’s a Small World” when compared to 2016. More...

THIRD POINT,FOURTH QUARTER LETTER,VALUE INVESTING,2015,DAN LOEB


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Daniel Loeb Buys Axalta, Morgan Stanley, Chubb Third Point investor shows new positions started in recent quarter Daniel Loeb - Daniel Loeb Buys Axalta, Morgan Stanley, Chubb
Daniel Loeb (Trades, Portfolio) made three new additions to his portfolio in the fourth quarter: Chubb Ltd. (NYSE:CB), Morgan Stanley (NYSE:MS) and Axalta Coating System Ltd. (NYSE:AXTA). More...

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Dan Loeb's Third Point Re a Good Bet in Declining Markets An easy way to buy into a proven guru's strategy with an increasing amount of short bets Daniel Loeb - Dan Loeb's Third Point Re A Good Bet In Declining Markets
As we wrote in our previous article on Third Point Re (NYSE:TPRE), Daniel Loeb's investment record is beyond reproach. Since 1995, he has generated one of the best long-term investment track records in history, averaging 19.5% annual returns for over 20 years. More...

HEDGE, FUND, INSURANCE, RE, REINSURANCE, DAN, LOEB, EINHORN, SHORT, LONG, BEAR, MARKET


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Dan Loeb's Third Point Re a Tremendous Value A rare chance to buy into Loeb's hedge fund strategy at a discount Daniel Loeb, Warren Buffett, Larry Robbins, David  - Dan Loeb's Third Point Re A Tremendous Value
It’s not often that you can buy into a legendary value investor hedge fund at a discount. Third Point Re (NYSE:TPRE) might be the exception. More...

LONG, HEDGE, FUND, DAN, LOAB, EINHORN, ACKMAN, BUFFET, BERKSHIRE, INSURANCE, FUNDS, ROBBINS


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Stocks Trading With Low PS Ratio, Wide Margin of Safety Dow Chemical among undervalued companies Daniel Loeb, Larry Robbins, George Soros, Leon Coo - Stocks Trading With Low PS Ratio, Wide Margin Of Safety
According to GuruFocus' All-In-One Screener, the following are stocks of companies with a market cap above $5 billion that are trading with a very low P/S ratio. More...

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Dan Loeb's Largest 3rd Quarter Investment Was Kraft Heinz Co. The activist investor took four new positions in the quarter Daniel Loeb - Dan Loeb's Largest 3rd Quarter Investment Was Kraft Heinz Co.
Billionaire Daniel Loeb (Trades, Portfolio) founded the hedge fund Third Point in 1995, which manages about $17 billion. Loeb is an activist investor and Third Point follows an event-driven, value-oriented investment style. More...

DANIEL LOEB, THIRD POINT, KRAFT HEINZ


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Why Daniel Loeb Is Putting 15% of His Portfolio Into Baxter Loeb has taken a large stake in Baxter but remains rather quiet. What is the game plan? Daniel Loeb - Why Daniel Loeb Is Putting 15% Of His Portfolio Into Baxter
Guru Dan Loeb leads Third Point LLC and recently built up a large stake in Baxter International (NYSE:BAX), which now makes up about 15% of his portfolio. Since that time he has requested and been granted two board seats and helped to install the new CEO. Loeb has not taken the aggressive approach (given the soft tone of his letter to the company) he is known for that usually tends to grab the attention of the financial media. It’s a bit of a stretch to say this one is flying under the radar, but it definitely has not attracted as much attention as his Sotheby’s (BID) or Sony campaigns. More...

LONG, HEALTHCARE


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