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 Sold 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
ALLY Ally Financial Inc 2014-12-31 Reduce-3.16%$20.12 - $23.99
($22.6)
$ 20.84-8%Reduce -28.43%30,000,000
APC Anadarko Petroleum Corp 2014-12-31 Reduce-1.15%$72.01 - $98.7
($86.9)
$ 84.33-3%Reduce -50.00%1,000,000
SHPG Shire PLC 2014-12-31 Reduce-0.73%$170.49 - $262.71
($211.58)
$ 239.2912%Reduce -33.33%500,000
ST Sensata Technologies Holding N.V. 2014-12-31 Reduce-0.52%$41.67 - $53.7
($48.52)
$ 57.4516%Reduce -20.00%4,000,000
CF CF Industries Holdings Inc 2014-12-31 Reduce-0.35%$244.96 - $282.76
($263.46)
$ 283.817%Reduce -14.47%650,000
MC Moelis & Company 2014-12-31 Reduce-0.07%$30.12 - $35.26
($32.98)
$ 30.12-9%Reduce -50.00%170,523
WMB Williams Companies Inc 2014-09-30 Reduce-1.62%$54.37 - $59.44
($57.48)
$ 50.59-14%Reduce -60.00%1,500,000
LNG Cheniere Energy Inc 2014-09-30 Reduce-1.29%$70.2 - $84.46
($76.24)
$ 77.401%Reduce -64.44%800,000
ALLY Ally Financial Inc 2014-09-30 Reduce-1.08%$22.6 - $24.95
($23.92)
$ 20.84-15%Reduce -8.07%41,915,000
YPF YPF Sociedad Anonima 2014-09-30 Reduce-1%$30.97 - $38.91
($34.96)
$ 27.70-26%Reduce -40.00%3,750,000
FDX FedEx Corp 2014-09-30 Reduce-0.48%$145.47 - $162.18
($151.83)
$ 165.458%Reduce -25.00%750,000
CF CF Industries Holdings Inc 2014-09-30 Reduce-0.43%$239.78 - $278.62
($253.5)
$ 283.8111%Reduce -16.02%760,000
AVGO Avago Technologies Ltd 2014-09-30 Reduce-0.32%$69.63 - $89.52
($78.24)
$ 126.9838%Reduce -17.50%1,650,000
ENPH Enphase Energy Inc 2014-09-30 Reduce-0.13%$9.07 - $17.39
($12.79)
$ 13.193%Reduce -16.11%6,248,987
MAS Masco Corp 2014-09-30 Reduce-0.11%$20.27 - $24.44
($22.52)
$ 26.7016%Reduce -4.71%8,100,000
STZ Constellation Brands Inc 2014-09-30 Reduce-0.11%$83.19 - $91.15
($86.94)
$ 116.2125%Reduce -4.55%2,100,000
FDX FedEx Corp 2014-06-30 Reduce-1.95%$131.23 - $151.5
($139.49)
$ 165.4516%Reduce -50.00%1,000,000
EQT EQT Corp 2014-06-30 Reduce-0.82%$98.65 - $109.84
($105.31)
$ 83.23-27%Reduce -63.33%330,000
WMB Williams Companies Inc 2014-06-30 Reduce-0.75%$39.64 - $58.86
($46.16)
$ 50.599%Reduce -25.00%3,750,000
TMUS T-Mobile US Inc 2014-06-30 Reduce-0.73%$28.1 - $34.86
($32.29)
$ 31.71-2%Reduce -15.79%8,000,000
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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)
AMGN10,675,0001,700,420
BABA10,000,0001,039,400
DOW22,000,0001,003,420
ACT3,450,000888,064
ALLY26,000,0000
ALLY30,000,000708,600
EBAY10,000,000561,200
PSX5,000,000358,500
DG4,000,000282,800
BID6,650,000287,147
» 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%
Financial Services 17.6% 17.6%
Basic Materials 13.4% 13.4%
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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