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:
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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:
TickerdownCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
ZRAN 2010-12-31 Buy 0.29%$6.18 - $8.74
($7.52)
$ N/ANew holding620,000
ZRAN 2011-03-31 Sold Out -0.29%$8.7 - $11.22
($9.75)
$ N/ASold Out0
YPF YPF Sociedad Anonima 2014-03-31 Buy 1.2%$21.85 - $33.26
($28.02)
$ 27.89-0%New holding2,650,000
YPF YPF Sociedad Anonima 2014-06-30 Add1.44%$27.9 - $35.95
($30.55)
$ 27.89-10%Add 135.85%6,250,000
YPF YPF Sociedad Anonima 2011-12-31 Buy 0.69%$31.25 - $38.49
($35.02)
$ 27.89-26%New holding500,000
YPF YPF Sociedad Anonima 2012-03-31 Sold Out -0.69%$26.21 - $41.14
($30.67)
$ 27.89-10%Sold Out0
YPF YPF Sociedad Anonima 2011-06-30 Sold Out -1.92%$40.95 - $46.34
($43.67)
$ 27.89-57%Sold Out0
YPF YPF Sociedad Anonima 2014-09-30 Reduce-1%$30.97 - $38.91
($34.96)
$ 27.89-25%Reduce -40.00%3,750,000
YPF YPF Sociedad Anonima 2014-12-31 Sold Out -1.6%$22.5 - $35.42
($30.89)
$ 27.89-11%Sold Out0
YPF YPF Sociedad Anonima 2011-03-31 Buy 1.92%$41.43 - $54.58
($49.62)
$ 27.89-78%New holding1,000,000
YHOO Yahoo! Inc 2010-03-31 Sold Out -1.66%$14.8 - $17.23
($16.05)
$ 45.1064%Sold Out0
YHOO Yahoo! Inc 2009-09-30 Sold Out -5.23%$14.18 - $17.5
($15.49)
$ 45.1066%Sold Out0
YHOO Yahoo! Inc 2013-09-30 Reduce-26.19%$24.99 - $33.55
($28.25)
$ 45.1037%Reduce -74.19%16,000,000
YHOO Yahoo! Inc 2010-12-31 Buy 0.93%$14.23 - $17.02
($16.17)
$ 45.1064%New holding1,056,500
YHOO Yahoo! Inc 2011-03-31 Sold Out -0.93%$15.5725 - $17.77
($16.63)
$ 45.1063%Sold Out0
YHOO Yahoo! Inc 2013-12-31 Reduce-6.65%$32.11 - $40.85
($35.82)
$ 45.1021%Reduce -50.00%8,000,000
YHOO Yahoo! Inc 2011-12-31 Add5.17%$13.53 - $16.71
($15.66)
$ 45.1065%Add 16.67%56,000,700
YHOO Yahoo! Inc 2012-03-31 Add5.43%$14.42 - $16.14
($14.38)
$ 45.1068%Add 25.89%70,500,400
YHOO Yahoo! Inc 2012-09-30 Add0.79%$14.65 - $16.23
($15.6)
$ 45.1065%Add 3.55%73,000,400
YHOO Yahoo! Inc 2011-09-30 Buy 29.97%$11.09 - $15.81
($13.85)
$ 45.1069%New holding48,000,000
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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
16.4% 12.3% 19.6%
» More Profile & Performance

Daniel Loeb's Current Portfolio:

Ticker Shares Value ($1000)
AMGN01,700,420
BABA01,039,400
DOW01,003,420
ACT0888,064
ALLY0708,600
EBAY0561,200
PSX0358,500
DG0282,800
BID0287,147
LBTYK0280,198
» More Current Portfolio

Daniel Loeb's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 42 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
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 - 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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