SuperInvestors.net

Performance

1 Year

-4.77%

3 Years

-11.45%

5 Years

+48.63%

10 years

+133.71%

Largest Holdings

Track Loeb

Don't miss a trade. Get notified when Daniel Loeb makes his next trade, It's Free!

Track Loeb, It's Free!

Trades

PG&E Corp. ^(PCG)
Sector: Nuclear Electric Power Generation
% of Portfolio: 14.8%
^(Buy) $9.54 ― +88.4% →$17.97 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 5.3%}

Microsoft Corporation ^(MSFT)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 12.2%
^(Buy) $281.72 ― +34.1% →$377.85 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 46.4%}

Amazon.com Inc. ^(AMZN)
Sector: Electronic Shopping and Mail-Order Houses
% of Portfolio: 9.9%
^(Buy) $116.65 ― +25.8% →$146.71 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 14.1%}

Danaher Corp. ^(DHR)
Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
% of Portfolio: 7.8%
^(Buy) $91.80 ― +141.1% →$221.30 ^(Now)

Last trade: Q3 2023 ^{Sold 5.8% shares}

Bath & Body Works Inc ^(BBWI)
Sector: Men's Clothing Stores
% of Portfolio: 5.9%
^(Buy) $36.10 ― -18.0% →$29.61 ^(Now)

Last trade: Q2 2023 ^{Increased shares by 0.7%}

Meta Platforms Inc - Class A ^(META)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 5.4%
^(Buy) $301.30 ― +13.3% →$341.49 ^(Now)

Last trade: Q3 2023 ^{New holding}

DuPont de Nemours Inc ^(DD)
Sector: Plastics Material and Resin Manufacturing
% of Portfolio: 4.3%
^(Buy) $73.61 ― -3.1% →$71.31 ^(Now)

Last trade: Q3 2023 ^{Sold 9.8% shares}

Intercontinental Exchange Inc ^(ICE)
Sector: Securities and Commodity Exchanges
% of Portfolio: 4.0%
^(Buy) $109.71 ― +4.2% →$114.32 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 29.2%}

Uber Technologies Inc ^(UBER)
Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
% of Portfolio: 3.4%
^(Buy) $40.06 ― +38.2% →$55.37 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 51.4%}

Jacobs Solutions Inc ^(J)
Sector: Engineering Services
% of Portfolio: 3.2%
^(Buy) $119.55 ― +3.7% →$123.96 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 32.8%}

Ferguson Plc. ^(FERG)
Sector: General Rental Centers
% of Portfolio: 3.1%
^(Buy) $122.80 ― +36.2% →$167.21 ^(Now)

Last trade: Q1 2023 ^{Increased shares by 37.8%}

American International Group Inc ^(AIG)
Sector: Third Party Administration of Insurance and Pension Funds
% of Portfolio: 2.8%
^(Buy) $58.19 ― +11.7% →$64.97 ^(Now)

Last trade: Q1 2023 ^{Sold 42.2% shares}

International Flavors & Fragrances Inc. ^(IFF)
Sector: All Other Basic Organic Chemical Manufacturing
% of Portfolio: 2.7%
^(Buy) $97.95 ― -23.4% →$74.99 ^(Now)

Last trade: Q3 2023 ^{Sold 6.6% shares}

Taiwan Semiconductor Manufacturing - ADR ^(TSM)
Sector: Semiconductor and Related Device Manufacturing
% of Portfolio: 2.5%
^(Buy) $93.07 ― +6.0% →$98.65 ^(Now)

Last trade: Q3 2023 ^{Sold 27.6% shares}

United States Steel Corp. ^(X)
Sector: Iron and Steel Mills and Ferroalloy Manufacturing
% of Portfolio: 2.4%
^(Buy) $28.04 ― +23.7% →$34.70 ^(Now)

Last trade: Q3 2023 ^{New holding}

Option Care Health Inc. - Registered Shares ^(OPCH)
Sector: Pharmacies and Drug Stores
% of Portfolio: 2.4%
^(Buy) $31.42 ― -4.0% →$30.16 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 55.7%}

RBC Bearings Inc. ^(RBC)
Sector: Motor and Generator Manufacturing
% of Portfolio: 2.3%
^(Buy) $226.85 ― +6.5% →$241.56 ^(Now)

Last trade: Q3 2023 ^{New holding}

T-Mobile US Inc ^(TMUS)
Sector: Wireless Telecommunications Carriers (except Satellite)
% of Portfolio: 2.2%
^(Buy) $138.54 ― +7.5% →$148.91 ^(Now)

Last trade: Q3 2023 ^{New holding}

Vistra Corp ^(VST)
Sector: Hydroelectric Power Generation
% of Portfolio: 1.8%
^(Buy) $24.14 ― +44.2% →$34.81 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 8.6%}

Alphabet Inc - Class A ^(GOOGL)
Sector: All Other Telecommunications
% of Portfolio: 1.8%
^(Buy) $95.94 ― +44.4% →$138.49 ^(Now)

Last trade: Q3 2023 ^{Sold 36.8% shares}

Wesco International, Inc. ^(WCC)
Sector: General Rental Centers
% of Portfolio: 1.4%
^(Buy) $148.84 ― +2.6% →$152.65 ^(Now)

Last trade: Q2 2023 ^{Increased shares by 32.1%}

Hertz Global Holdings Inc. - Warrants (30/06/2051) ^(HTZWW)
Sector: Passenger Car Rental
% of Portfolio: 1.0%
^(Buy) - ― 0.0% →$16.95 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 32.3%}

Hertz Global Holdings Inc. (New) ^(HTZ)
Sector: Passenger Car Rental
% of Portfolio: 0.9%
^(Buy) $22.01 ― -61.7% →$8.42 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 2.4%}

Telephone And Data Systems, Inc. ^(TDS)
Sector: Wireless Telecommunications Carriers (except Satellite)
% of Portfolio: 0.6%
^(Buy) $14.44 ― +32.0% →$19.06 ^(Now)

Last trade: Q3 2023 ^{New holding}

Global Blue Group Holding AG ^(GB)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 0.6%
^(Buy) $7.30 ― -37.3% →$4.58 ^(Now)

Last trade: Q3 2023 ^{Sold 1.2% shares}

United States Cellular Corporation ^(USM)
Sector: Wireless Telecommunications Carriers (except Satellite)
% of Portfolio: 0.3%
^(Buy) $32.40 ― +35.6% →$43.94 ^(Now)

Last trade: Q3 2023 ^{New holding}

Fidelity National Information Services, Inc. ^(FIS)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 0.2%
^(Buy) $55.02 ― -1.1% →$54.43 ^(Now)

Last trade: Q2 2023 ^{New holding}

EG Acquisition Corp - Class A ^(EGGF)
Sector:
% of Portfolio: 0.1%
^(Buy) $9.73 ― +9.6% →$10.65 ^(Now)

Last trade: Q2 2023 ^{Sold 13.7% shares}

Aurora Innovation Inc - Class A ^(AUR)
Sector:
% of Portfolio: 0.0%
^(Buy) $11.71 ― -81.6% →$2.16 ^(Now)

Last trade: Q4 2021 ^{New holding}

ProPetro Holding Corp ^(PUMP)
Sector: Support Activities for Oil and Gas Operations
% of Portfolio: 0.0%
^(Buy) $9.92 ― -7.5% →$9.18 ^(Now)

Last trade: Q3 2023 ^{New holding}

	Stock	% of portfolio	Average Buy Price		Current Price	Position
Loading...	Loading...	Loading...	Loading...	Loading...	Loading...	Loading...

Options

SSgA Active Trust - Utilities Select Sector SPDR ETF
Sector:
Ticker: XLU
Type: Call
Shares: 500 Thousand
^(Buy) $64.46 ― -3.0% →$62.53 ^(Now)

Last action: Q3 2023 ^{New option}

Telephone And Data Systems, Inc.
Sector: Wireless Telecommunications Carriers (except Satellite)
Ticker: TDS
Type: Call
Shares: 1 Million
^(Buy) $14.44 ― +32.0% →$19.06 ^(Now)

Last action: Q3 2023 ^{New option}

	Shares	Type	Average Buy Price		Current Price	Position	Last Trade
Loading...	Loading...	Loading...	Loading...	Loading...	Loading...	Loading...	Loading...

Track Loeb

Don't miss a trade. Get notified when Daniel Loeb makes his next trade, It's Free!

Track Loeb, It's Free!

Average Portfolio Company Metrics

Market Cap: $609 Billion
Dividend Yield 0.82 %
Beta 1.0064
P/E Ratio 56.45
Negative P/E Ratio -2.32
Profit Margin 2.00%
PEG 73.33
Price to Sales Ratio 4.06
Price to Book Ratio 4.47

Enterprise Value to EBIT: 33.97
Enterprise Value to Revenue 4.85
Total Debt to Enterprise Value 0.25
Debt to Equity 0.7308
Quarterly Earnings Growth (YoY) -
Return on Equity 12.96%
Return on Assets 7.30%
Return on Invested Capital 12.59%

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.

Daniel Loeb

Performance

Sectors

Largest Holdings

Track Loeb

Trades

Options

Track Loeb

Average Portfolio Company Metrics

About Daniel Loeb

Top Performing Super Investors

Track Loeb

On this Page