Daniel Loeb

Daniel Loeb

Last Update: 07-01-2015

Number of Stocks: 40
Number of New Stocks: 9

Total Value: $10,761 Mil
Q/Q Turnover: 14%

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 (%)
20145.713.69-8.0
201325.232.39-7.2
201221.2165.2
3-Year Cumulative60.4 (17.1%/year)74.6 (20.4%/year)-14.2 (-3.3%/year)
2011-0.12.11-2.2
201033.515.0618.4
5-Year Cumulative113.9 (16.4%/year)105.1 (15.5%/year)8.8 (0.9%/year)
200938.226.4611.7
2008-32.8-374.2
200716.65.4911.1
20061515.79-0.8
200519.94.9115.0
10-Year Cumulative219.4 (12.3%/year)109.4 (7.7%/year)110 (4.6%/year)
200430.210.8819.3
200351.528.6822.8
2002-7-22.115.1
200114.9-11.8926.8
200017.1-9.126.2
15-Year Cumulative688.3 (14.8%/year)86.4 (4.2%/year)601.9 (10.6%/year)
199942.221.0421.2
19986.628.58-22.0
199752.133.3618.7
199644.322.9621.3
19953737.58-0.6
20-Year Cumulative3493.2 (19.6%/year)554.6 (9.8%/year)2938.6 (9.8%/year)

Top Ranked Articles

Market Cycle Analysis & Five-Year Rolling Analysis of Guru Performance
Market Cycle Analysis In our research of John Hussman’s performance, we observed that he underperformed the market if we look at the latest 3-year annualized return, 5-year annualized return and even 10-year annualized return. Yet this might not be the case if we look at his performance over a complete economic cycle. Read more...
Dan Loeb’s Letter to the Board of Yahoo
LETTER TO THE BOARD OF DIRECTORS OF THE ISSUER Read more...
Talks of Carl Icahn Getting a Piece of Herbalife, Joining Loeb in Long Position
After fellow activist investor, Daniel Loeb set off the media earlier this week with his declaration to obtain a long position in Herbalife (HLF), a company that Pershing Square’s Bill Ackman just shorted weeks ago, corporate raiding Guru Carl Icahn has been reported yesterday afternoon of joining Loeb in taking a piece of the action. Read more...
Daniel Loeb Comments on AIG
Equity: AIG (AIG) Read more...
Why Third Point Capital's Daniel Loeb Is Beating John Paulson and David Einhorn
On Wednesday, Reuters reported that hedge funds overall have lost an average of 2% over the first half of the year, while the S&P gained around 6%. Below the average are unexpected names like John Paulson (flagship fund down 15%), David Einhorn (Greenlight Capital down 5%), and Bill Ackman (Pershing Square Capital down 2.27%). Read more...
» More Daniel Loeb Articles

Commentaries and Stories

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Martin Whitman Recent Buy: Masco Corp
Martin Whitman (Trades, Portfolio) is founder and portfolio manager of the Third Avenue Value Fund. Whitman is a 1949 graduate of Syracuse University, which recently renamed its School of Management after Whitman, after a large gift from him in June 2003. He is an adjunct faculty member at Yale School of Management. More...

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Daniel Loeb Parts With Stake in Alibaba Daniel Loeb - Daniel Loeb Parts With Stake In Alibaba
Hedge fund manager Daniel Loeb (Trades, Portfolio), the founder and chief executive of Third Point LLC, a New York-based hedge fund with a $14 billion portfolio, is known for his public letters that have been critical of CEOs and other investment managers. His approach to investing is event-driven and value-oriented. More...

Daniel Loeb, Alibaba


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FedEx Is a Long-Term Buy
In this article let's take a look at FedEx Corporation (FDX), the leader in global express delivery services, which provides guaranteed domestic and international air express, residential and business ground package delivery, heavy freight and logistics services. More...

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Dan Loeb increases his stake in Roper Industries
Daniel Loeb (Trades, Portfolio) is a well-known activist investor. He founded Third Point LLC in 1995 and leads the firm’s research activities, portfolio, and risk management. Third Point’s total assets are more than $2.2 billion, and Loeb’s personal net worth is $2.3 billion. More...

LONG, INDUSTRIALS


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Daniel Loeb's New Positions for 1QFY15 Daniel Loeb - Daniel Loeb's New Positions For 1QFY15
Daniel Loeb (Trades, Portfolio) of Third Point, LLC recently added nine new positions to his portfolio during 1QFY15. He currently owns 40 stocks and his portfolio has a total value around $10.76 billion and a 14% quarter over quarter turnover. More...

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Daniel Loeb's Third Point First Quarter 2015 Commentary
First Quarter 2015 Investor Letter More...

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Manning & Napier Jump Into Alibaba Daniel Loeb,Eric Mindich - Manning & Napier Jump Into Alibaba
Manning & Napier Advisors Inc. was founded in 1970 and as of December 31, 2014 the company was managing $47.8 billion in assets. The portfolio is composed of 369 stocks and has a Q/Q Turnover of 29%. More...

RETAIL, STOCKS


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Should You Buy EBay Post Recent Analyst Upgrade?
Recently, Susquehanna analyst James Friedman upgraded his rating on eBay (EBAY) to buy from neutral. He also raised his stock price target to $75, which implies significant upside from the current levels. Friedman is bullish about Paypal's business prospects once it demerges from eBay. More...

LONG, INTERNET


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A look at Daniel Loeb's investment in Delta Airlines Daniel Loeb - A Look At Daniel Loeb's Investment In Delta Airlines
Airline companies are notorious for burning cash. Serial Entrepreneur Richard Branson once said, "If you want to be a millionaire, start with a billion dollars and launch a new airline". With falling oil prices, things appear to have been turning around for the sector. Most of the airline stocks have seen good run up over the last few months backed by improved profitability. Many big name investors are now looking for quality names in the sector. More...

LONG, INDUSTRIALS


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Analyzing Daniel Loeb's Top Buys: Masco Corporation Daniel Loeb - Analyzing Daniel Loeb's Top Buys: Masco Corporation
Daniel Loeb (Trades, Portfolio) is well known activist investor. He founded Third Point LLC in 1995 and leads the firm’s research activities, portfolio, and risk management. Third Point’s total assets are more than $2.2 billion, and Loeb’s personal net worth is $2.3 billion. More...

LONG, INDUSTRIALS


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Daniel Loeb's Comments on Fanuc
During the fourth quarter we invested in Fanuc ( FANUY), the leading factory automation and robotics company in the world with a market capitalization of $33 billion and an enterprise value of $25 billion. Based in Japan and spun out of Fujitsu in the 1970’s, Fanuc is a unique company with a long history of being the best and fastest to market in everything it does. Its visionary founder describes the Company’s mission as “walking the narrow path,” which refers to its relentless focus on producing only a limited number of products that are technically superior with the lowest possible cost structure. This targeted innovation combined with a strong emphasis on reliability and service has made virtually all of Fanuc’s products blockbusters. While serving completely different, cyclical markets, Fanuc reminds us of Apple in its product approach. More...

Daniel Loeb, Fanuc


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Investors Should Bet on this New York City-Based Insurer
In this article, let's take a look at American International Group, Inc. (AIG), a $75.29 billion market cap company that is a leading international insurance organization, which was rescued by various government entities in the financial crisis of 2008. More...

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Analyzing Daniel Loeb's Top Picks: eBay Inc (EBAY)
Daniel Loeb (Trades, Portfolio) 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. 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. Last quarter Daniel Loeb (Trades, Portfolio) increased his holdings in eBay (EBAY) by 122%. He currently holds 10 mn shares of the company. Here's a look at the company in detail. More...

LONG, INTERNET


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Paul Tudor Jones Is Betting on the SPY, Should You?
Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). More...

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Why Hedge Fund Titans Like Delta Airlines (DAL) Daniel Loeb,John Griffin - Why Hedge Fund Titans Like Delta Airlines (DAL)
With crude prices declining, many investors are getting interested in airline stocks. Delta Airlines (DAL), in particular, has seen many big name investors like Daniel Loeb (Trades, Portfolio), Julian Robertson (Trades, Portfolio), John Griffin (Trades, Portfolio), Mario Gabelli (Trades, Portfolio), More...

LONG, AIRLINES


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Daniel Loeb's Top 5 New Stock Buys of the Fourth Quarter Daniel Loeb - Daniel Loeb's Top 5 New Stock Buys Of The Fourth Quarter
Daniel Loeb (Trades, Portfolio), the CEO of hedge fund known for its periodic activist ventures Third Point, had significant portfolio turnover of 40% in the fourth quarter, with 12 new stocks added. More...

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Daniel Loeb Comments on Fanuc Corp
Equity Position: FANUC (TSE:6954, FANUY, FANUF) More...

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Daniel Loeb Comments on Amgen Inc
Equity Position: Amgen (AMGN) More...

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Daniel Loeb’s Third Point Q4 2014 Investor Letter
Review and Outlook More...

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Why Soros, Burbank and Cohen Bought this Fairly Valued Stock
In this article, let's take a look at Anheuser-Busch InBev SA/NV(BUD), a $184.78 billion market cap company that is a brewing company and manages a portfolio of over 200 brands of beer. More...

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User Comments

Guardinvest
ReplyGuardinvest - 7 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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