Daniel Loeb

Daniel Loeb

Last Update: 11-13-2015

Number of Stocks: 31
Number of New Stocks: 4

Total Value: $10,535 Mil
Q/Q Turnover: 37%

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

Stocks Trading With Low PS Ratio, Wide Margin of Safety Dow Chemical among undervalued companies
According to GuruFocus' All-In-One Screener, the following are stocks of companies with a market cap above $5 billion that are trading with a very low P/S ratio. Read more...
Dan Loeb's Largest 3rd Quarter Investment Was Kraft Heinz Co. The activist investor took four new positions in the quarter
Billionaire Daniel Loeb (Trades, Portfolio) founded the hedge fund Third Point in 1995, which manages about $17 billion. Loeb is an activist investor and Third Point follows an event-driven, value-oriented investment style. Read more...
Why Daniel Loeb Is Putting 15% of His Portfolio Into Baxter Loeb has taken a large stake in Baxter but remains rather quiet. What is the game plan?
Guru Dan Loeb leads Third Point LLC and recently built up a large stake in Baxter International (NYSE:BAX), which now makes up about 15% of his portfolio. Since that time he has requested and been granted two board seats and helped to install the new CEO. Loeb has not taken the aggressive approach (given the soft tone of his letter to the company) he is known for that usually tends to grab the attention of the financial media. It’s a bit of a stretch to say this one is flying under the radar, but it definitely has not attracted as much attention as his Sotheby’s (BID) or Sony campaigns. Read more...
Daniel Loeb Comments on Baxter International Inc. Guru stock highlight
Baxter International Inc. Read more...
Daniel Loeb Comments on Seven & i Holdings Guru stock highlight
Seven & i Holdings Read more...
» More Daniel Loeb Articles

Commentaries and Stories

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Dan Loeb's Third Point Re a Tremendous Value A rare chance to buy into Loeb's hedge fund strategy at a discount Daniel Loeb, Warren Buffett, Larry Robbins, David  - Dan Loeb's Third Point Re A Tremendous Value
It’s not often that you can buy into a legendary value investor hedge fund at a discount. Third Point Re (NYSE:TPRE) might be the exception. More...

LONG, HEDGE, FUND, DAN, LOAB, EINHORN, ACKMAN, BUFFET, BERKSHIRE, INSURANCE, FUNDS, ROBBINS


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Stocks Trading With Low PS Ratio, Wide Margin of Safety Dow Chemical among undervalued companies Daniel Loeb, Larry Robbins, George Soros, Leon Coo - Stocks Trading With Low PS Ratio, Wide Margin Of Safety
According to GuruFocus' All-In-One Screener, the following are stocks of companies with a market cap above $5 billion that are trading with a very low P/S ratio. More...

  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

Dan Loeb's Largest 3rd Quarter Investment Was Kraft Heinz Co. The activist investor took four new positions in the quarter Daniel Loeb - Dan Loeb's Largest 3rd Quarter Investment Was Kraft Heinz Co.
Billionaire Daniel Loeb (Trades, Portfolio) founded the hedge fund Third Point in 1995, which manages about $17 billion. Loeb is an activist investor and Third Point follows an event-driven, value-oriented investment style. More...

DANIEL LOEB, THIRD POINT, KRAFT HEINZ


  • Currently 3.57/5

Rating: 3.6/5 (7 votes)

Why Daniel Loeb Is Putting 15% of His Portfolio Into Baxter Loeb has taken a large stake in Baxter but remains rather quiet. What is the game plan? Daniel Loeb - Why Daniel Loeb Is Putting 15% Of His Portfolio Into Baxter
Guru Dan Loeb leads Third Point LLC and recently built up a large stake in Baxter International (NYSE:BAX), which now makes up about 15% of his portfolio. Since that time he has requested and been granted two board seats and helped to install the new CEO. Loeb has not taken the aggressive approach (given the soft tone of his letter to the company) he is known for that usually tends to grab the attention of the financial media. It’s a bit of a stretch to say this one is flying under the radar, but it definitely has not attracted as much attention as his Sotheby’s (BID) or Sony campaigns. More...

LONG, HEALTHCARE


  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

David Einhorn and Dan Loeb Love This Company Green Brick Partners is a small, misunderstood company with plenty of value investor love David Einhorn,Daniel Loeb - David Einhorn And Dan Loeb Love This Company
With a market cap under $400 million, a complex business structure and a winding operating past, it's little wonder that most investors haven't heard of Green Brick Partners Inc. (GBRK). More...

EINHORN, LOEB, HEDGE, FUND, ACTIVIST, VALUE, GLRE, GRBK, TPRE


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Daniel Loeb Comments on Seven & i Holdings Guru stock highlight
Seven & i Holdings More...

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Daniel Loeb Comments on Baxter International Inc. Guru stock highlight
Baxter International Inc. More...

  • Currently 5.00/5

Rating: 5.0/5 (5 votes)

Daniel Loeb Increases Bet on Japan as Existing Holdings Decline Loeb hopes economic reforms in the country will create unprecedented opportunities Daniel Loeb - Daniel Loeb Increases Bet On Japan As Existing Holdings Decline
Daniel Loeb (Trades, Portfolio)’s conviction on Japan he made public several years ago has not abated this year as he made clear by taking several stakes in the country in recent months. As he discloses a new activist long position in the country, Seven & i, several of his positions have yet to post gains. More...

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Third Point's Third Quarter Letter Third Point owns 9.9% of Baxter International Inc. Daniel Loeb - Third Point's Third Quarter Letter
Daniel Loeb's Third Point has released their third quarter letter to shareholders. In the letter Loeb discusses macroeconomics and the Federal Reserve's fiscal policy. Loeb also discusses his firm's 9.9% stake in Baxter Intenational Inc. (NYSE:BAX). More...

THIRD POINT,DAN LOEB,VALUE INVESTING,BILLIONAIRE,HEDGE FUND,THIRD QUARTER REPORT


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Undervalued Stocks With Low P/E Among Meridian Funds' Holdings Baxter International is trading with a margin of safety of 43% and a P/E of 8.94 Meridian Funds,Daniel Loeb,Richard Pzena,Tweedy Br - Undervalued Stocks With Low P/E Among Meridian Funds' Holdings
Richard Aster is the founder of Aster Investment Management Company and he manages both Meridian Value Fund and Meridian Growth Fund. According to GuruFocus the hedge funds have a total value of $2,681 million and the following are the top 5 of the 149 stocks of the portfolio that are trading with a wide margin of safety according to the DCF calculator and with a a low P/E ratio. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Loeb, Ackman's Portfolios Post Losses for Year as Top Bets Fall Drug company stocks pulled back on drug price increase concerns Daniel Loeb,Bill Ackman - Loeb, Ackman's Portfolios Post Losses For Year As Top Bets Fall
During a volatile market during the third quarter, several prominent hedge funds saw their returns decline. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Is Baxalta a Good Spin-Off Opportunity? The biotech pure play spin-off may enable value release from medical technology parent, Baxter Daniel Loeb,Richard Pzena - Is Baxalta A Good Spin-Off Opportunity?
A number of well-known guru investors hold Baxalta (NYSE:BXLT), the biopharmaceutical pure-play spin-off from medtech parent Baxter. These include Tweedy Browne (Trades, Portfolio), Daniel Loeb (Trades, Portfolio) and Richard Pzena (Trades, Portfolio). Is it a good buy for investors at a current price of $33? More...

BIOTECH, SPIN-OFF


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McKesson Officer Sells 101,835 Shares of Company Company announced in September plans to acquire pharmaceutical distribution division of UDG Healthcare Daniel Loeb,Lee Ainslie - McKesson Officer Sells 101,835 Shares Of Company
McKesson Corp. (MCK) CEO, President and Chairman John Hammergren (Insider Trades) sold 101,835 shares of the company on Oct. 12. The average price per share was $190.51. McKesson is a healthcare service and information technology company dedicated to making the business of healthcare run well. The company has a market cap of $44.11 billion and a P/S ratio of 0.24. More...

JOHN HAMMERGREN, INSIDER TRADES, MCKESSON CORP


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Activist Hedge Fund Manager Dan Loeb Increases Position in Leading Biotech Company Relative valuation metrics are showing a good entry point in this stock Daniel Loeb,Richard Pzena,Tweedy Browne,Charles Br - Activist Hedge Fund Manager Dan Loeb Increases Position In Leading Biotech Company
Daniel Loeb’s Third Point LLC disclosed Wednesday that he increased his stake in Baxter International Inc. (NYSE:BAX), a medical equipment and supplies company, by purchasing an additional 11.97 million shares at an average price of $32.69 per share. More...

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Apigee CEO Buys 5,000 Shares of Company Seven insiders have invested in company since April Daniel Loeb,RS Investment Management - Apigee CEO Buys 5,000 Shares Of Company
Chetan Kapoor (Insider Trades), CEO and president of Apigee Corp. (APIC), bought 5,000 shares on Tuesday. The average price per share was $10.03, for a total transaction of $50,150. Apigee provides an intelligent API platform for digital business. The company’s market cap is $309.75 million, and P/S ratio is 4.39. More...

CHETAN KAPOOR, APIGEE CORPORATION, INSIDER TRADES


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Activist Hedge Fund Manager Dan Loeb Decreases Position in Leading Biotech Company Relative valuation metrics are close to a one-year low, showing a good entry point in this stock Daniel Loeb,Jim Simons - Activist Hedge Fund Manager Dan Loeb Decreases Position In Leading Biotech Company
Daniel Loeb's Third Point disclosed an equity portfolio valued at some $10.68 billion at the end of the second quarter. Among the 10 largest holdings from Loeb’s equity portfolio (which comprises 56.81% of the total portfolio value), the three top positions are: Amgen Inc. (NASDAQ:AMGN), Dow Chemical Company (NYSE:DOW) and Allergan PLC (NYSE:AGN). More...

  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

Dan Loeb Buys T-Mobile During Second Quarter Daniel Loeb - Dan Loeb Buys T-Mobile During Second Quarter
Activist investor Daniel Loeb (Trades, Portfolio) founded hedge fund Third Point LLC in 1995, which today manages about $17 billion in assets. The firm’s strategy involves identifying situations with a catalyst that will unlock value. More...

DANIEL LOEB, T-MOBILE


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Stocks Gurus Are Buying - Part I
According to GuruFocus' All-in-One screener, the following stocks were six of the most popular among the gurus during the past three months.  More...

  • Currently 4.67/5

Rating: 4.7/5 (3 votes)

Dan Loeb Sees Opportunity in Latest Target Baxter International Daniel Loeb - Dan Loeb Sees Opportunity In Latest Target Baxter International
Serial 13D-filer Daniel Loeb (Trades, Portfolio) defended shareholder activism in his July letter and moved on to his next target, Baxter International (NYSE:BAX), on Tuesday. More...

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User Comments

Guardinvest
ReplyGuardinvest - 1 year 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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