Daniel Loeb Portfolio 2023
Daniel Loeb
Third Point LLC Holdings Strategy: Value InvestorDaniel Loeb is an American investor. He is the founder and CEO of Third Point LLC, a New York-based hedge fund that he established in 1995. The firm is primarily focused on United States-based investments. PG&E Corp (PCG) is a prominent holding, reflecting Daniel Loeb's confidence in the utility sector and its potential for stable returns. As a leading electricity and natural gas provider, PG&E offers an investment opportunity with prospects of long-term growth bolstered by infrastructure investments and regulated revenue.Microsoft Corporation (MSFT), another top-tier stock in Loeb's portfolio, showcases his preference for tech giants with strong market positions. Microsoft’s diversified product range, including cloud computing with Azure, makes it an attractive choice for resilient growth and innovation potential, intriguing those looking at sustainable high-tech investments.Amazon.com Inc. (AMZN) represents a dual play in both e-commerce and cloud services through AWS, underscoring its versatility within Daniel Loeb's investments. Amazon’s continuous expansion and customer base growth offer investors a blend of stability and aggressive market capture, appealing to anyone aiming for exposure to dominant internet companies.Bath & Body Works Inc (BBWI) may seem like a distinctive selection among technological titans but reflects Loeb's strategic move into specialty retail. This position capitalizes on consumer loyalty and brand strength in personal care products, positioning it as an investment option with robust cash flows from a familiar retail powerhouse.Meta Platforms Inc - Ordinary Shares - Class A (META) rounds out the top five, indicating Daniel Loeb’s interest in social media conglomerates adapting to change. Meta's strategic pivot towards virtual reality and sustained user engagement across multiple platforms highlights transformative opportunities within tech investments.These top stocks display facets of Daniel Loeb's approach: diversification across sectors, a mix of established leaders and recoverable enterprises, coupled with technology-forward investments expected to drive future trends, offering a comprehensive glance at an intelligent investor's calculated strategies.
Track Loeb, It's Free!Performance
1 Year
+11.66%
3 Years
-12.29%
5 Years
+45.28%
10 years
+148.03%
Sectors
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Largest Holdings
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Trades
PG&E Corp. (PCG)
- Sector: Nuclear Electric Power Generation
- % of Portfolio: 13.9%
- (Buy) $9.62 ― +85.2% →$17.81 (Now)
Amazon.com Inc. (AMZN)
- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 11.1%
- (Buy) $124.76 ― +29.1% →$161.02 (Now)
Microsoft Corporation (MSFT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 9.4%
- (Buy) $281.72 ― +40.3% →$395.15 (Now)
Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 7.9%
- (Buy) $311.38 ― +52.8% →$475.73 (Now)
Danaher Corp. (DHR)
- Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
- % of Portfolio: 7.4%
- (Buy) $91.80 ― +193.4% →$269.32 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)
- Sector: All Other Telecommunications
- % of Portfolio: 6.4%
- (Buy) $143.05 ― +11.3% →$159.25 (Now)
Bath & Body Works Inc (BBWI)
- Sector: Men's Clothing Stores
- % of Portfolio: 5.4%
- (Buy) $36.10 ― -13.5% →$31.23 (Now)
Vistra Corp (VST)
- Sector: Hydroelectric Power Generation
- % of Portfolio: 4.2%
- (Buy) $26.45 ― +165.4% →$70.20 (Now)
Jacobs Solutions Inc (J)
- Sector: Engineering Services
- % of Portfolio: 3.3%
- (Buy) $119.55 ― +17.2% →$140.13 (Now)
American International Group Inc (AIG)
- Sector: Third Party Administration of Insurance and Pension Funds
- % of Portfolio: 3.3%
- (Buy) $58.68 ― +19.6% →$70.16 (Now)
Ferguson Enterprises Inc. (FERG)
- Sector: General Rental Centers
- % of Portfolio: 2.9%
- (Buy) $122.80 ― +60.6% →$197.27 (Now)
Verizon Communications Inc (VZ)
- Sector: Telecommunications Resellers
- % of Portfolio: 2.5%
- (Buy) $35.38 ― +12.5% →$39.80 (Now)
Taiwan Semiconductor Manufacturing - ADR (TSM)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.3%
- (Buy) $93.07 ― +59.0% →$147.95 (Now)
S&P Global Inc (SPGI)
- Sector: Investment Advice
- % of Portfolio: 2.1%
- (Buy) $433.43 ― +8.9% →$471.99 (Now)
Intercontinental Exchange Inc (ICE)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: 2.0%
- (Buy) $112.28 ― +32.5% →$148.78 (Now)
International Flavors & Fragrances Inc. (IFF)
- Sector: All Other Basic Organic Chemical Manufacturing
- % of Portfolio: 1.8%
- (Buy) $97.95 ― -3.4% →$94.61 (Now)
Cinemark Holdings Inc (CNK)
- Sector: Motion Picture Theaters (except Drive-Ins)
- % of Portfolio: 1.7%
- (Buy) $15.76 ― +61.3% →$25.42 (Now)
Goldman Sachs Group, Inc. (GS)
- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 1.5%
- (Buy) $388.06 ― +18.3% →$459.02 (Now)
Apollo Global Management Inc - Ordinary Shares - Class A (New) (APO)
- Sector: Investment Advice
- % of Portfolio: 1.3%
- (Buy) $90.02 ― +10.2% →$99.16 (Now)
Advance Auto Parts Inc (AAP)
- Sector: New Car Dealers
- % of Portfolio: 1.2%
- (Buy) $69.04 ― -14.7% →$58.86 (Now)
Marvell Technology Inc (MRVL)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.2%
- (Buy) $68.49 ― -15.8% →$57.67 (Now)
Wesco International, Inc. (WCC)
- Sector: General Rental Centers
- % of Portfolio: 1.1%
- (Buy) $149.47 ― +0.6% →$150.40 (Now)
EQT Corp (EQT)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 0.8%
- (Buy) $40.55 ― -25.5% →$30.21 (Now)
Telephone And Data Systems, Inc. (TDS)
- Sector: Wireless Telecommunications Carriers (except Satellite)
- % of Portfolio: 0.5%
- (Buy) $14.44 ― +32.0% →$19.05 (Now)
Global Blue Group Holding AG (GB)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.5%
- (Buy) $7.30 ― -37.4% →$4.57 (Now)
Uber Technologies Inc (UBER)
- Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
- % of Portfolio: 0.4%
- (Buy) $40.06 ― +46.0% →$58.48 (Now)
United States Cellular Corporation (USM)
- Sector: Wireless Telecommunications Carriers (except Satellite)
- % of Portfolio: 0.4%
- (Buy) $32.40 ― +51.6% →$49.13 (Now)
Gartner, Inc. (IT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.3%
- (Buy) $460.24 ― -0.6% →$457.47 (Now)
Hertz Global Holdings Inc. - Warrants (30/06/2051) (HTZWW)
- Sector: Passenger Car Rental
- % of Portfolio: 0.1%
- (Buy) - ― 0.0% →$2.52 (Now)
Aurora Innovation Inc - Ordinary Shares - Class A (AUR)
- Sector:
- % of Portfolio: 0.1%
- (Buy) $11.71 ― -67.3% →$3.82 (Now)
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Options
Telephone And Data Systems, Inc.
- Sector: Wireless Telecommunications Carriers (except Satellite)
- Ticker: TDS
- Type: Call
- Shares: 750 Thousand
- (Buy) $17.07 ― +11.6% →$19.05 (Now)
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Metrics
Performance
1 Year
+11.66%
3 Years
-12.29%
5 Years
+45.28%
10 years
+148.03%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $974 Billion
- Dividend Yield 0.83 %
- Beta 1.0487
- P/E Ratio 31.23
- Negative P/E Ratio -14.58
- Profit Margin 1.01%
- PEG 103.28
- Price to Sales Ratio 5.6
- Price to Book Ratio 5.97
- Enterprise Value to EBIT: 25.34
- Enterprise Value to Revenue 6.34
- Total Debt to Enterprise Value 0.21
- Debt to Equity 0.7533
- Quarterly Earnings Growth (YoY) -
- Return on Equity 14.77%
- Return on Assets 8.85%
- Return on Invested Capital 15.43%
Track Loeb
Don't miss a trade. Get notified when Daniel Loeb makes his next trade, It's Free!
About Daniel Loeb
Daniel Loeb is an American investor. He is the founder and CEO of Third Point LLC, a New York-based hedge fund that he established in 1995. The firm is primarily focused on United States-based investments. PG&E Corp (PCG) is a prominent holding, reflecting Daniel Loeb's confidence in the utility sector and its potential for stable returns. As a leading electricity and natural gas provider, PG&E offers an investment opportunity with prospects of long-term growth bolstered by infrastructure investments and regulated revenue.Microsoft Corporation (MSFT), another top-tier stock in Loeb's portfolio, showcases his preference for tech giants with strong market positions. Microsoft’s diversified product range, including cloud computing with Azure, makes it an attractive choice for resilient growth and innovation potential, intriguing those looking at sustainable high-tech investments.Amazon.com Inc. (AMZN) represents a dual play in both e-commerce and cloud services through AWS, underscoring its versatility within Daniel Loeb's investments. Amazon’s continuous expansion and customer base growth offer investors a blend of stability and aggressive market capture, appealing to anyone aiming for exposure to dominant internet companies.Bath & Body Works Inc (BBWI) may seem like a distinctive selection among technological titans but reflects Loeb's strategic move into specialty retail. This position capitalizes on consumer loyalty and brand strength in personal care products, positioning it as an investment option with robust cash flows from a familiar retail powerhouse.Meta Platforms Inc - Ordinary Shares - Class A (META) rounds out the top five, indicating Daniel Loeb’s interest in social media conglomerates adapting to change. Meta's strategic pivot towards virtual reality and sustained user engagement across multiple platforms highlights transformative opportunities within tech investments.These top stocks display facets of Daniel Loeb's approach: diversification across sectors, a mix of established leaders and recoverable enterprises, coupled with technology-forward investments expected to drive future trends, offering a comprehensive glance at an intelligent investor's calculated strategies.
Track Loeb
Don't miss a trade. Get notified when Daniel Loeb makes his next trade, It's Free!