Daniel Loeb

Daniel Loeb

Last Update: 2015-02-13

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:
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Daniel Loeb Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AMGN Amgen Inc 2014-12-31 Add13.4%$130.45 - $171.64
($155.84)
$ 157.721%Add 705.66%10,675,000
PSX Phillips 66 2014-12-31 Buy 3.2%$65.09 - $79.54
($73.64)
$ 78.466%New holding, 5000000 sh.5,000,000
EBAY eBay Inc 2014-12-31 Add2.8%$47.88 - $57.53
($53.89)
$ 57.918%Add 122.22%10,000,000
BABA Alibaba Group Holdin... 2014-12-31 Add2.63%$84.95 - $119.15
($102.95)
$ 85.12-17%Add 38.89%10,000,000
C Citigroup Inc 2014-12-31 Buy 2.4%$49.68 - $56.37
($53.1)
$ 52.42-1%New holding, 5000000 sh.5,000,000
EMC EMC Corp 2014-12-31 Buy 1.9%$26.89 - $30.89
($29.11)
$ 28.94-1%New holding, 7000000 sh.7,000,000
AIG American Internation... 2014-12-31 Buy 1.8%$49.4 - $56.51
($53.61)
$ 55.333%New holding, 3500000 sh.3,500,000
DAL Delta Air Lines Inc 2014-12-31 Buy 1.7%$30.9 - $49.23
($42.12)
$ 44.526%New holding, 3850000 sh.3,850,000
ACT Actavis PLC 2014-12-31 Add1.33%$217.24 - $270.61
($250.14)
$ 291.3616%Add 20%3,450,000
WMB Williams Companies I... 2014-12-31 Add1%$41.84 - $55.83
($51.1)
$ 49.04-4%Add 166.67%4,000,000
HTZ Hertz Global Holding... 2014-12-31 Buy 0.96%$19.38 - $25.47
($22.47)
$ 23.073%New holding, 4250000 sh.4,250,000
SPY SPDR S&P 500 ETF 2014-12-31 Buy 0.93%$186.27 - $208.72
($197.8)
$ 210.666%New holding, 500000 sh.500,000
SUNE SunEdison Inc 2014-12-31 Add0.93%$14.3 - $22.89
($19)
$ 22.1416%Add 87.5%11,250,000
MHK Mohawk Industries In... 2014-12-31 Buy 0.91%$124.82 - $157.6
($143.75)
$ 184.3528%New holding, 650000 sh.650,000
AGN Allergan Inc 2014-12-31 Buy 0.77%$176.86 - $214
($199.09)
$ 232.7417%New holding, 400000 sh.400,000
FLT Fleetcor Technologie... 2014-12-31 Add0.54%$123.44 - $156.05
($144.06)
$ 153.436%Add 266.67%550,000
AAL American Airlines Gr... 2014-12-31 Add0.48%$28.58 - $53.42
($43.07)
$ 47.911%Add 36.36%3,750,000
MAS Masco Corp 2014-12-31 Add0.44%$20.86 - $25.4
($23.49)
$ 26.1912%Add 23.46%10,000,000
GRBK Green Brick Partners... 2014-12-31 Add0.31%$5.17 - $8.77
($7.17)
$ 8.1514%Add 402.54%5,242,124
BUD Anheuser-Busch Inbev... 2014-12-31 Add0.26%$103.85 - $116.99
($110.79)
$ 126.6614%Add 12.5%2,250,000
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Daniel Loeb's 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.



Daniel Loeb's Performance:

Average Annual Return of Master Fund
5 Yrs 10 Yrs Since Inception
22.8% 14.7% 20.4%
» More Profile & Performance

Daniel Loeb's Current Portfolio:

Ticker Shares Value ($1000)
AMGN10,675,0001,700,420
BABA10,000,0001,039,400
DOW22,000,0001,003,420
ACT3,450,000888,064
ALLY30,000,000708,600
EBAY10,000,000561,200
PSX5,000,000358,500
DG4,000,000282,800
BID6,650,000287,147
LBTYK5,800,000280,198
» More Current Portfolio

Daniel Loeb's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 25.8% 25.8%
Consumer Cyclical 18% 18%
Basic Materials 13.4% 13.4%
Financial Services 11% 11%
Consumer Defensive 7.9% 7.9%
Technology 7% 7%
Industrials 3.2% 3.2%
Communication Services 2.5% 2.5%
Energy 2.3% 2.3%
» More Sector Weightings

Daniel Loeb's News:

» More Related News


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User Comments

Guardinvest
ReplyGuardinvest - 3 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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