Daniel Loeb

Daniel Loeb

Last Update: 2014-11-14

Number of Stocks: 41
Number of New Stocks: 11

Total Value: $8,714 Mil
Q/Q Turnover: 26%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Daniel Loeb Bought 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 2014-09-30 Add1.39%$115.39 - $144.01
($130.57)
$ 163.4625%Add 194.44%1,325,000
EQT EQT Corp 2014-09-30 Add1.25%$90.99 - $106.61
($97.19)
$ 75.86-22%Add 354.55%1,500,000
ST Sensata Technologies... 2014-09-30 Add1.04%$45.15 - $49.76
($47.47)
$ 53.4613%Add 66.67%5,000,000
ACT Actavis PLC 2014-09-30 Add1.04%$202.72 - $248
($223.78)
$ 257.0915%Add 15%2,875,000
CCE Coca-Cola Enterprise... 2014-09-30 Add0.47%$44.69 - $48.8
($46.93)
$ 45.16-4%Add 26.87%4,250,000
BUD Anheuser-Busch Inbev... 2014-09-30 Add0.31%$106.79 - $115.65
($111.66)
$ 115.313%Add 14.29%2,000,000
AAL American Airlines Gr... 2014-09-30 Add0.25%$35.03 - $43.7
($39.33)
$ 51.9632%Add 29.41%2,750,000
APC Anadarko Petroleum C... 2014-09-30 Add0.11%$102.28 - $112.69
($107.93)
$ 83.19-23%Add 5.26%2,000,000
DOW Dow Chemical Co 2014-06-30 Add9.34%$46.95 - $53.15
($50.3)
$ 46.48-8%Add 204.5%22,000,000
YPF YPF Sociedad Anonima 2014-06-30 Add1.44%$27.9 - $35.95
($30.55)
$ 26.83-12%Add 135.85%6,250,000
MAS Masco Corp 2014-06-30 Add1.01%$19.54 - $22.89
($21.44)
$ 25.2718%Add 78.95%8,500,000
DG Dollar General Corp 2014-06-30 Add0.7%$53.5 - $62.82
($57.17)
$ 69.421%Add 33.33%4,000,000
ST Sensata Technologies... 2014-06-30 Add0.65%$41.59 - $46.44
($43.65)
$ 53.4622%Add 62.16%3,000,000
BUD Anheuser-Busch Inbev... 2014-06-30 Add0.57%$105.53 - $116.17
($109.9)
$ 115.315%Add 29.63%1,750,000
HRB H&R Block Inc 2014-06-30 Add0.33%$27.4 - $33.45
($29.72)
$ 33.6413%Add 22.86%4,300,000
ASH Ashland Inc 2014-06-30 Add0.32%$94.42 - $108.16
($101.83)
$ 120.6518%Add 33.33%1,000,000
APC Anadarko Petroleum C... 2014-06-30 Add0.27%$86.47 - $111.55
($101.67)
$ 83.19-18%Add 11.76%1,900,000
CCE Coca-Cola Enterprise... 2014-06-30 Add0.27%$44.56 - $47.92
($46.12)
$ 45.16-2%Add 15.52%3,350,000
ROP Roper Industries Inc 2014-06-30 Add0.27%$128.99 - $148.94
($139.44)
$ 159.8115%Add 13.04%1,300,000
STZ Constellation Brands... 2014-06-30 Add0.27%$77.97 - $88.55
($82.43)
$ 99.9421%Add 12.82%2,200,000
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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)
DOW22,000,0001,153,680
ALLY41,915,000969,913
ACT2,875,000693,680
BABA7,200,000639,720
DOW7,250,000380,190
EBAY4,500,000254,835
DG4,000,000244,440
BID6,650,000237,538
ST5,000,000222,650
LBTYK5,300,000217,380
» More Current Portfolio

Daniel Loeb's Sector Weightings:


SectorsSector Weightings (%)
Basic Materials 22.3% 22.3%
Consumer Cyclical 17.5% 17.5%
Healthcare 12.9% 12.9%
Consumer Defensive 11.4% 11.4%
Financial Services 11.2% 11.2%
Energy 7.2% 7.2%
Technology 6.6% 6.6%
Communication Services 2.5% 2.5%
» More Sector Weightings

Daniel Loeb's News:

» More Related News


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User Comments

Guardinvest
ReplyGuardinvest - 1 month 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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