Daniel Loeb

Daniel Loeb

Last Update: 09-30-2016

Number of Stocks: 41
Number of New Stocks: 18

Total Value: $10,492 Mil
Q/Q Turnover: 24%

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 (%)
2015-1.21.19-2.4
20145.713.69-8.0
201325.232.39-7.2
3-Year Cumulative30.7 (9.3%/year)52.3 (15.1%/year)-21.6 (-5.8%/year)
201221.2165.2
2011-0.12.11-2.2
5-Year Cumulative58.3 (9.6%/year)80.4 (12.5%/year)-22.1 (-2.9%/year)
201033.515.0618.4
200938.226.4611.7
2008-32.8-374.2
200716.65.4911.1
20061515.79-0.8
10-Year Cumulative163.2 (10.2%/year)102 (7.3%/year)61.2 (2.9%/year)
200519.94.9115.0
200430.210.8819.3
200351.528.6822.8
2002-7-22.115.1
200114.9-11.8926.8
15-Year Cumulative565.1 (13.5%/year)107.5 (5%/year)457.6 (8.5%/year)
200017.1-9.126.2
199942.221.0421.2
19986.628.58-22.0
199752.133.3618.7
199644.322.9621.3
20-Year Cumulative2491.3 (17.7%/year)381.4 (8.2%/year)2109.9 (9.5%/year)
19953737.58-0.6

Top Ranked Articles

Daniel Loeb Increases Bet on Japan as Existing Holdings Decline Loeb hopes economic reforms in the country will create unprecedented opportunities
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. Read more...
Daniel Loeb Discloses Stake in Convicted Inside Trader's Kadmon Holdings Waskal founded the company after release from prison
Third Point’s Daniel Loeb (Trades, Portfolio) today disclosed a stake in Kadmon Holdings (NYSE:KDMN), a biopharmaceutical company that went public on July 26. The company has a famous founder, Sam Waksal, who also created ImClone before his involvement in insider trading led to SEC restrictions and prison. 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 Buys Axalta, Morgan Stanley, Chubb Third Point investor shows new positions started in recent quarter
Daniel Loeb (Trades, Portfolio) made three new additions to his portfolio in the fourth quarter: Chubb Ltd. (NYSE:CB), Morgan Stanley (NYSE:MS) and Axalta Coating System Ltd. (NYSE:AXTA). Read more...
Daniel Loeb Comments on Molson Coors Brewing Company Guru stock highlight
TAP (NYSE:TAP), on the other hand, stands to benefit greatly from acquiring divested assets. The company is picking up the remaining 58% share of the MillerCoors US joint venture that it does not already own, the perpetual rights to import legacy SAB global brands such as Peroni in the US, and the global rights to the Miller brand. The transaction is highly accretive for TAP given the sheer size of the acquired assets. It also gives the company full control over its most important market, something that ought to improve operational effectiveness and increase the long-term strategic value of the company to a potential acquirer as the global beer industry continues to consolidate. As is the case with BUD, we believe TAP will compound nicely over the next several years as the market more fully appreciates the earnings power and strategic optionality of the pro forma company. Read more...
» More Daniel Loeb Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Yum Brands Agrees to Sell Part of China Business Primavera and Ant Financial to acquire stake in Yum China Daniel Loeb - Yum Brands Agrees To Sell Part Of China Business
Yum Brands (NYSE:YUM), the owner of KFC and Pizza Hut, has entered into a deal with Primavera Capital and an affiliate of Alibaba Group (NYSE:BABA) to sell a part of its Chinese operations as the American restaurant giant plans to spin off its China business. More...

RESTAURANT, FAST-FOOD, ALIBABA, FRED HU, ANT FINANCIAL, PRIMAVERA CAPITAL, SPIN OFF


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Railroad Companies Offer High Margin Potential A look at the SGA expense to gross profit ratio Daniel Loeb,Dodge & Cox - Railroad Companies Offer High Margin Potential
As of Sept. 21, several companies in the railroad industry have an efficient business operation. Two companies, Canada Pacific Railway Ltd. (NYSE:CP) and Union Pacific Corp. (NYSE:UNP), have a selling, general & administrative expense to gross profit ratio of about 30%, which suggests durable competitive advantage. With low SGA expenses, these companies have potential for high profit margins. More...

WARREN BUFFETT, CHARLIE MUNGER, DANIEL LOEB, DODGE & COX


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Medical Companies Offer Good Value Opportunities A discussion of Peter Lynch, his top-performing strategies and good health care companies Daniel Loeb, Jeremy Grantham - Medical Companies Offer Good Value Opportunities
Due to the great financial crisis, most companies were undervalued based on their valuations. Based on backtesting results, the “Peter Lynch Growth with Lower Valuation” test portfolio took positions in Baxter International Inc. (NYSE:BAX) and Abbott Laboratories (NYSE:ABT), two medical companies that reached historically low price-earnings ratios. While these companies presented good value opportunities from 2007-2011, other medical companies provide better opportunities in 2016. More...

PETER LYNCH, DANIEL LOEB, JEREMY GRANTHAM


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Exits Amgen, Trims Dow Chemical Guru's largest sales of the 2nd quarter Daniel Loeb,PRIMECAP Management,Vanguard Health Ca - Daniel Loeb Exits Amgen, Trims Dow Chemical
Daniel Loeb (Trades, Portfolio) founded Third Point LLC in 1995 and leads the firm’s research activities, portfolio and risk management. During the second quarter the guru's largest sales were as follows: More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Daniel Loeb Goes 2 for 2 in Online Media Companies Guru reports portfolio as of 2nd quarter Daniel Loeb - Daniel Loeb Goes 2 For 2 In Online Media Companies
Founded in 1995, Third Point LLC seeks long-term capital appreciation through “event-driven, value-oriented investing.” As discussed in its prospectus, Daniel Loeb (Trades, Portfolio) invests in companies that are undervalued, or mispriced, based on market and relative valuation analysis. During the second quarter, the CEO made four trades in the online media and communications industries: two news buys, one reduction and one elimination. More...

DANIEL LOEB, WARREN BUFFETT


  • Currently 5.00/5

Rating: 5.0/5 (4 votes)

Daniel Loeb Discloses Stake in Convicted Inside Trader's Kadmon Holdings Waskal founded the company after release from prison Daniel Loeb - Daniel Loeb Discloses Stake In Convicted Inside Trader's Kadmon Holdings
Third Point’s Daniel Loeb (Trades, Portfolio) today disclosed a stake in Kadmon Holdings (NYSE:KDMN), a biopharmaceutical company that went public on July 26. The company has a famous founder, Sam Waksal, who also created ImClone before his involvement in insider trading led to SEC restrictions and prison. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

John Linehan Trims Stake in Chubb Company is close to its 10-year high in price, it's trading above its intrinsic value, and its dividend yield is near its 2-year low T Rowe Price Equity Inome Fund,Daniel Loeb - John Linehan Trims Stake In Chubb
During the second quarter John Linehan of the T Rowe Price Equity Income Fund reduced the fund's stake in Chubb (CB) at an average price of $123.26. The trade had a 0.09% impact on the portfolio. The fund now owns 319,600 shares in the company. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb's Third Point 2nd-Quarter 2016 Investor Letter Loeb compares investing to Game of Thrones and discusses holdings Daniel Loeb - Daniel Loeb's Third Point 2nd-Quarter 2016 Investor Letter
Review and Outlook More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Daniel Loeb Beats Market But Stocks Down Loeb's plays best struggling peers Daniel Loeb - Daniel Loeb Beats Market But Stocks Down
Third Point investor Daniel Loeb (Trades, Portfolio) posted a higher return than the S&P 500 index in June, saved from negative performance by gains in his bond portfolio. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Invests in Intercontinental Exchange Company is expanding while reporting excellent financial results over the previous 10 years Daniel Loeb - Daniel Loeb Invests In Intercontinental Exchange
During the first quarter Daniel Loeb (Trades, Portfolio) purchased 225,000 shares of Intercontinental Exchange Inc. (NYSE:ICE) at an average price of $243.36 per share. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Is Seasonal Investing the Best Way to Approach the Market? They appear increasingly unpredictable and highly volatile Warren Buffett,Daniel Loeb,Bill Ackman,Carl Icahn, - Is Seasonal Investing The Best Way To Approach The Market?
What happens when the markets stop making sense? How do you even begin to analyze which stocks to invest in? More...

SEASONAL INVESTING, LONG, HEALTHCARE, TECHNOLOGY, APPLE, GILEAD SCIENCES


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Comments on Danaher Guru stock highlight
Danaher (DHR) is a diversified multi-industrial company with an increasing exposure to life science and healthcare-oriented businesses. Operating across five different business segments and built up through over 400 acquisitions over the company’s history, the cornerstone for Danaher’s successful integration and value creation strategy has been the More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Comments on Chubb Ltd. Guru stock highlight
Chubb Ltd. (CB) is the product of ACE Limited’s acquisition of The Chubb Corporation which closed in January. The deal combined two world-class operators that have consistently put up ~90% combined ratios – almost 900bps better than North American peers – and have compounded book value at 10%+ the past decade, more than double that of peers. The new Chubb is the largest public pure-play P&C company by underwriting income. It also has a number of factors we look for in a pro forma situation: an A+ CEO in Evan Greenberg; complementary fit across products, distribution, and geography; and a plan that is less focused on short-term cost savings than long-term strategic opportunities for growth, which are abundant. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Comments on Charter Communications Guru stock highlight
Charter Communications (CHTR) is a domestic provider of voice, video, and high-speed data. In May 2015, Charter announced the acquisition of Time Warner Cable. This is a transformational deal that quadruples the company’s scale while driving substantial operating efficiencies. Importantly, the pro forma company will be led by Charter’s current CEO, Tom Rutledge, who we view as one of the best operators in the industry. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Daniel Loeb Comments on Molson Coors Brewing Company Guru stock highlight
TAP (NYSE:TAP), on the other hand, stands to benefit greatly from acquiring divested assets. The company is picking up the remaining 58% share of the MillerCoors US joint venture that it does not already own, the perpetual rights to import legacy SAB global brands such as Peroni in the US, and the global rights to the Miller brand. The transaction is highly accretive for TAP given the sheer size of the acquired assets. It also gives the company full control over its most important market, something that ought to improve operational effectiveness and increase the long-term strategic value of the company to a potential acquirer as the global beer industry continues to consolidate. As is the case with BUD, we believe TAP will compound nicely over the next several years as the market more fully appreciates the earnings power and strategic optionality of the pro forma company. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Comments on Anheuser Busch InBev Guru stock highlight
The long awaited acquisition of SAB Miller (SAB) by Anheuser Busch InBev (BUD) announced late last year created two interesting pro forma situations. The deal, expected to close in the second half of 2016, will combine the two largest global brewers and create an unrivaled player with strong pricing power in an increasingly consolidated global industry. It will also transform Molson Coors (TAP) into a stronger regional competitor following the acquisition of certain SAB assets that must be sold for anti-trust reasons. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Comments on Dow Chemical Guru stock highlight
We are encouraged by the latest developments in our investment in Dow (DOW) which announced a merger with DuPont in December. In February, the company revealed that long-time CEO Andrew Liveris will be stepping aside not long after the merger’s completion. DuPont’s CEO, Ed Breen, is a proven operator and capital allocator. Breen made his mark by streamlining Tyco, a long-time industrial conglomerate, splitting the company into focused units and thus created enormous shareholder value. He brings an unbiased perspective and is not afraid to challenge the status quo, two qualities that will be essential in leading Dow/DuPont given the histories of both of these conglomerates. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Why Dan Loeb Is Adding to His Green Brick Position Loeb acquired his first shares in 2015 at $10 and now he is adding to stake Daniel Loeb,David Einhorn - Why Dan Loeb Is Adding To His Green Brick Position
Green Brick Partners (NASDAQ:GRBK) is a land development company with a bank of land in favorable parts of the Dallas and Atlanta areas. In addition it owns controlling interests (of exactly 50%) in four homebuilding companies. More...

LONG, HOMEBUILDER


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Daniel Loeb Adds to Stake in Green Brick Partners Strong financial strength and vigilant leadership may have influenced guru Daniel Loeb,David Einhorn - Daniel Loeb Adds To Stake In Green Brick Partners
Daniel Loeb (TradesPortfolio) added 99,943 shares to his stake in Green Brick Partners Inc. (NASDAQ:GRBK) on April 8. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Art Collecter Daniel Loeb Adds Sothebys to Portfolio Loeb purchased almost 11,000 shares of company Daniel Loeb - Art Collecter Daniel Loeb Adds Sothebys To Portfolio
Guru Daniel Loeb (Trades, Portfolio) is a California native who grew up in Santa Monica. Loeb received his bachelor's at Columbia and spent the next 11 years working for various firms including Warburg Pincus, a private equity firm. He then landed a job working as director of corporate development at Island Records, a record label where he focused on securing debt financing. More...

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK