A Look At Dan Loeb's Diversified 13F

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Dan Loeb was one of the pioneers of activist investing. His New York-based hedge fund management firm, Third Point LLC, recently disclosed its equity portfolio as of December 31, 2014. Its holdings are now worth about $11 billion, up from $8.7 billion by the end of the third quarter of 2014.

Over the fourth quarter, he started 13 new positions, increased his exposure to another 13 stocks, reduced his holdings in seven and sold out of 14.

Adds

  • Phillips 66 PSX - 5,000,000 shares
  • Citigroup Inc C - 5,000,000 shares
  • EMC Corporation EMC - 7,000,000 shares
  • American International Group Inc AIG - 3,500,000 shares
  • Delta Air Lines, Inc. DAL - 3,850,000 shares
  • Hertz Global Holdings, Inc. HTZ - 4,250,000 shares
  • SPDR S&P 500 ETF SPY - 500,000 shares
  • Mohawk Industries, Inc. MHK - 650,000 shares
  • Allergan, Inc. AGN - 400,000 shares
  • FCB Financial Holdings Inc FCB - 996,165 shares

Increases

  • Amgen, Inc. AMGN - 10,675,000 shares, up 705 percent
  • Alibaba Group Holding Ltd BABA - 10,000,000 shares, up 38 percent
  • Actavis ACT - 3,450,000 shares, up 20 percent
  • eBay Inc. EBAY - 10,000,000 shares, up 122 percent
  • Liberty Global, Inc. LBTYK -5,800,000 shares, up 9 percent
  • Masco Corporation MAS - 10,000,000 shares, up 23 percent
  • Anheuser-Busch Inbev SA BUD - 2,250,000 shares, up 12 percent
  • Sunedison Inc SUNE - 11,250,000 shares, up 87 percent
  • American Airlines Group Inc AAL - 3,750,000 shares, up 36 percent
  • Williams Companies Inc WMB - 4,000,000 shares, up 166 percent
  • FleetCor Technologies, Inc. FLT - 550,000 shares, up 266 percent
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Decreases

  • Ally Financial Inc ALLY - 30,000,000 shares, down 28 percent
  • Anadarko Petroleum Corporation APC - 1,000,000 shares, down 50 percent
  • Shire PLC (ADR) SHPG - 500,000 shares, down 33 percent
  • CF Industries Holdings, Inc. CF - 650,000 shares, down 14 percent
  • Sensata Technologies Holding N.V. ST - 4,000,000 shares, down 20 percent
  • Moelis & Co MC - 170,523 shares, down 50 percent
  • Constellation Brands, Inc. STZ - 2,000,000 shares, down 4 percent

Exits

  • Avago Technologies Ltd AVGO - 1,650,000 shares
  • Bed Bath & Beyond Inc. BBBY - 3,000,000 shares
  • Cheniere Energy, Inc. LNG - 800,000 shares
  • Coca-Cola Enterprises Inc CCE - 4,250,000 shares
  • Crown Holdings, Inc. CCK - 1,400,000 shares
  • EQT Corporation EQT - 1,500,000 shares
  • FedEx Corporation FDX - 750,000 shares
  • H&R Block Inc HRB - 4,448,000 shares
  • Parker-Hannifin Corporation PH - 1,288,300 shares
  • YPF Sociedad Anonima YPF - 3,750,000 shares
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Posted In: Long IdeasHedge FundsLegalTrading IdeasGeneralDan Loebthird point
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