Daniel Loeb

Daniel Loeb

Last Update: 02-14-2018

Number of Stocks: 44
Number of New Stocks: 13

Total Value: $13,855 Mil
Q/Q Turnover: 20%

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/master-fund-reports/quarterly-letters/, http://www.thirdpointpublic.

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 (%)
201718.121.71-3.6
20166.111.96-5.9
2015-1.21.38-2.6
3-Year Cumulative23.8 (7.4%/year)38.1 (11.4%/year)-14.3 (-4%/year)
20145.713.69-8.0
201325.232.39-7.2
5-Year Cumulative63.8 (10.4%/year)107.9 (15.8%/year)-44.1 (-5.4%/year)
201221.2165.2
2011-0.12.11-2.2
201033.515.0618.4
200938.226.4611.7
2008-32.8-374.2
10-Year Cumulative145.9 (9.4%/year)125.8 (8.5%/year)20.1 (0.9%/year)
200716.65.4911.1
20061515.79-0.8
200519.94.9115.0
200430.210.8819.3
200351.528.6822.8
15-Year Cumulative680 (14.7%/year)312.8 (9.9%/year)367.2 (4.8%/year)
2002-7-22.115.1
200114.9-11.8926.8
200017.1-9.126.2
199942.221.0421.2
19986.628.58-22.0
20-Year Cumulative1379.4 (14.4%/year)300.8 (7.2%/year)1078.6 (7.2%/year)
199752.133.3618.7
199644.322.9621.3
19953737.58-0.6

Top Ranked Articles

Transcript of Joel Tillinghast Podcast Interview Peter Lynch mentee and head of $40 billion low-priced fund shares his wisdom
Holly: Hi, welcome to the GuruFocus podcast. This is Holly. I’m the editor of GuruFocus, and I’m here with Charlie Tian, he joined us for this Skype Interview, and Charlie is the CEO of GuruFocus. And we’re also very fortunate to have Joel Tillinghast today. He is the manager of the Fidelity Low-Priced Stock Fund. That fund has almost 40 billion in assets under management. It is a mid-cap value fund, and it has almost 1,000 stocks in it. And Joel is just one of the top managers in the field today, he’s soundly beaten the S&P, and since inception, and I think he’s rocking it again this year. So Joel, hi. Welcome. Read more...
Loeb Goes Deep Sea Fishing One of the most off-the-beaten-path investments Loeb made in the first quarter
Dan Loeb of Third Point Capital went really out of his way to find value this quarter. After recent successes by buying into U.S. banks like JPMorgan (NYSE:JPM) right before taking off he's looking for a repeat in Europe. His quarterly letter revealed, of all things, he chose to buy the Italian Unicredit SpA (USCFF). Italy's debt to GDP sits at 126% which is only Europe's second worst ratio because the E.U. is stringing along Greece with an unsustainable large debt. Read more...
Dan Loeb's Outlook for 2018 Third Point published its quarterly letter including a market outlook for 2018
Third Point just released its fourth quarter 2017 letter including an annual review. The Offshore Fund generated +18.1% -- a very good result given its average net long exposure was only 68%. The full letter is embedded below, but I wanted to highlight a few key paragraphs that illustrate Third Point's outlook for 2018. Quotations are clearly marked and followed by my commentary. Read more...
Dan Loeb Soars High in Alibaba Investor starts three new positions in third quarter
Third Point manager Daniel Loeb (Trades, Portfolio) follows an activist, event-driven approach to investing. During the third quarter, Loeb boosted his Alibaba Group Holding Ltd. (NYSE:BABA) position and initiated three new positions: Vantiv Inc. (VNTV), Shire PLC (NASDAQ:SHPG) and Marathon Petroleum Corp. (NYSE:MPC). Read more...
Daniel Loeb’s 2 New Stocks Market-beating Third Point manager discloses new picks
As Daniel Loeb (Trades, Portfolio), head of Third Point hedge fund, announced this week that his Offshore Fund beat the S&P 500 index year to date, he also disclosed – before his official portfolio has come out – that he purchased two new stocks in the second quarter, Alibaba (NYSE:BABA) and BlackRock (NYSE:BLK). Read more...
» More Daniel Loeb Articles

Commentaries and Stories

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NYSE Parent Buys Chicago Stock Exchange The SEC blocked another bid from Chinese investors in February Daniel Loeb,John Rogers - NYSE Parent Buys Chicago Stock Exchange
After the Securities and Exchange Commission shot down North America Casin Holdings Inc.’s bid to acquire the Chicago Stock Exchange in February, Intercontinental Exchange Inc. (NYSE:ICE) announced on Thursday it has agreed to buy the securities exchange. More...

NYSE, CHX, CHICAGO, EXCHANGE, ACQUIRE


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Daniel Loeb's Top 10 Holdings of 4th Quarter Third Point investor's latest buys Daniel Loeb - Daniel Loeb's Top 10 Holdings Of 4th Quarter
Daniel Loeb (Trades, Portfolio), founder of Third Point, whose returns have nearly doubled those in the S&P 500 since its 1996 inception, reported on Friday purchasing 13 stocks during the fourth quarter. More...

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Dan Loeb's Outlook for 2018 Third Point published its quarterly letter including a market outlook for 2018 Daniel Loeb - Dan Loeb's Outlook For 2018
Third Point just released its fourth quarter 2017 letter including an annual review. The Offshore Fund generated +18.1% -- a very good result given its average net long exposure was only 68%. The full letter is embedded below, but I wanted to highlight a few key paragraphs that illustrate Third Point's outlook for 2018. Quotations are clearly marked and followed by my commentary. More...

LONG, SHORT, ACTIVIST, MARKET OUTLOOK


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Value Investor Daniel Loeb Emphasizes Goals for Nestle The activist investor wants the Swiss company to more quickly shred its old image Daniel Loeb - Value Investor Daniel Loeb Emphasizes Goals For Nestle
Daniel Loeb (Trades, Portfolio) is not done with Nestle (NSRGY). In fact, it appears he’s only just begun. More...

NESTLE, THIRD POINT MANAGEMENT, DANIEL LOEB


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Daniel Loeb Comments on Nestle Guru stock highlight
Portfolio Update: Nestlé More...

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Daniel Loeb's 4th Quarter Shareholder Letter for Third Point Review of holdings and markets Daniel Loeb - Daniel Loeb's 4th Quarter Shareholder Letter For Third Point
Annual Review More...

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What Is Working for Daniel Loeb: Alibaba The stock's valuation in many ways beats its nearest competitor, Amazon Daniel Loeb - What Is Working For Daniel Loeb: Alibaba
Daniel Loeb (Trades, Portfolio) is a market-beating hedge fund manager who employs event-driven value investing, which has worked well for him. He has almost doubled the return of the S&P 500, posting 15.9% annualized versus 8.2% for the index. Year to date, he has just trailed the hot market, with an 18.1% gain compared to a 20.5% rise for the index. More...

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Hedge Funds' Most-Bought Stocks in the 3rd Quarter DowDuPont tops the list Daniel Loeb, Lee Ainslie, Leon Cooperman, Tom Russ - Hedge Funds' Most-Bought Stocks In The 3rd Quarter
Hedge funds’ third-quarter 13F filings have been released this past week, and they contain some interesting information, especially regarding the most significant buys and sells. More...

O'REILLY, VISA, DOWDUPONT, J M SMUCKER


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John Griffin Adds 3 Retail Companies in 3rd Quarter Guru reports quarterly portfolio John Griffin, Daniel Loeb - John Griffin Adds 3 Retail Companies In 3rd Quarter
John Griffin (Trades, Portfolio), president of Blue Ridge Capital, seeks long-term capital appreciation through investments in companies with strong performance relative to competitors. The former partner of Julian Robertson (Trades, Portfolio) added three retail companies during the third quarter: Ulta Beauty Inc. (NASDAQ:ULTA), O’Reilly Automotive Inc. (NASDAQ:ORLY) and Alibaba Group Holding Ltd. (NYSE:BABA). More...

JOHN GRIFFIN, DANIEL LOEB, RETAIL SECTOR


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Jeff Auxier Establishes 6 Positions in 3rd Quarter Guru releases quarterly portfolio Jeff Auxier,Daniel Loeb,T Rowe Price Equity Income - Jeff Auxier Establishes 6 Positions In 3rd Quarter
Auxier Asset Management founder Jeff Auxier (Trades, Portfolio) disclosed Nov. 9 he acquired six stocks in the third quarter. More...

AUXIER, BUYS, 3Q, 2017


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Dan Loeb Soars High in Alibaba Investor starts three new positions in third quarter Daniel Loeb, First Eagle Investment, Matthews Chin - Dan Loeb Soars High In Alibaba
Third Point manager Daniel Loeb (Trades, Portfolio) follows an activist, event-driven approach to investing. During the third quarter, Loeb boosted his Alibaba Group Holding Ltd. (NYSE:BABA) position and initiated three new positions: Vantiv Inc. (VNTV), Shire PLC (NASDAQ:SHPG) and Marathon Petroleum Corp. (NYSE:MPC). More...

DANIEL LOEB, FIRST EAGLE INVESTMENT, MATTHEWS CHINA FUND


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Dan Loeb Comments on Nestlé Guru stock highlight
On September 26th, Nestlé (NSRGY) held an Investor Day in London. Nestlé’s new CEO, Dr. Ulf Mark Schneider had deferred questions for months about changes in strategy to this presentation, where he proposed to lay out a plan for revitalizing the company. As the first CEO in nearly a century brought to Nestlé from the outside, and as an experienced leader with a strong history of value creation at his previous company, the expectations for Dr. Schneider were high. More...

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Dan Loeb Comments on Honeywell Guru stock highlight
Third Point initiated a stake in Honeywell (NYSE:HON), the American technology and manufacturing company, last year. We were drawn to Honeywell because of the company’s strong businesses, portfolio optionality, untapped balance sheet, and change in leadership from one excellent CEO to another. In an early meeting with new CEO Darius Adamczyk, we shared our view that a more streamlined Honeywell could accelerate growth and yield sustainable value creation. We argued that spinning off the Aerospace division would be most impactful. More...

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Dan Loeb Comments on Dow Chemical Company Guru stock highlight
We first disclosed our Dow Chemical Company (LSE:DOW) investment in our Q4 2013 investor letter, arguing that Dow shares were significantly undervalued. We recognized a familiar pattern of a conglomerate that had grown unwieldy, pursuing a strategy of becoming bigger, not better. Accordingly, we proposed that Dow rationalize its business by separating its Agriculture and Specialty Chemicals businesses from its commodity-focused Petrochemical businesses to unlock value for shareholders, writing: More...

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Dan Loeb Comments on Dover Corp. Guru stock highlight
During the third quarter, we invested in Dover (NYSE:DOV), an industrial conglomerate with a $15 billion market capitalization. Dover has leading share in several highly consolidated end markets, including retail fueling, industrial printing, retail refrigeration equipment, and artificial lift for U.S. onshore energy production. More...

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Dan Loeb Buys Activist Stake in Dover Corp in 3rd Quarter Shares leap as Loeb announces he purchased stake Daniel Loeb - Dan Loeb Buys Activist Stake In Dover Corp In 3rd Quarter
Daniel Loeb (Trades, Portfolio), leader of hedge fund Third Point, disclosed today in a shareholder letter that he purchased a stake in Dover Corp. (NYSE:DOV) in the third quarter and proposed changes at the company. More...

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Transcript of Joel Tillinghast Podcast Interview Peter Lynch mentee and head of $40 billion low-priced fund shares his wisdom Daniel Loeb,Donald Yacktman - Transcript Of Joel Tillinghast Podcast Interview
Holly: Hi, welcome to the GuruFocus podcast. This is Holly. I’m the editor of GuruFocus, and I’m here with Charlie Tian, he joined us for this Skype Interview, and Charlie is the CEO of GuruFocus. And we’re also very fortunate to have Joel Tillinghast today. He is the manager of the Fidelity Low-Priced Stock Fund. That fund has almost 40 billion in assets under management. It is a mid-cap value fund, and it has almost 1,000 stocks in it. And Joel is just one of the top managers in the field today, he’s soundly beaten the S&P, and since inception, and I think he’s rocking it again this year. So Joel, hi. Welcome. More...

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Daniel Loeb Buys 8 Stocks in 2nd Quarter Third Point investor made BlackRock and Alibaba two of largest holdings Daniel Loeb - Daniel Loeb Buys 8 Stocks In 2nd Quarter
Daniel Loeb (Trades, Portfolio), the founder of Third Point hedge fund, shared on Tuesday that he loaded eight new stocks into his portfolio in the second quarter, bringing the total to 32, with 24% turnover. More...

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