13F Filings for Third Point LLC (CIK: 1040273)
View the most recent portfolio holdings disclosed by Third Point LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| PCG - PGE CORP(Class: COM) | 51.10M | $877.90M | - | Increased | 2.60M (5.0%, $100.83M) |
| AMZN - AMAZON COM INC(Class: COM) | 2.35M | $447.11M | - | Decreased | 1.10M (31.0%, $309.78M) |
| TSM - TAIWAN SEMICONDUCTOR MFG LTD(Class: SPONSORED ADS) | 1.78M | $295.48M | - | Unchanged | |
| LYV - LIVE NATION ENTERTAINMENT IN(Class: COM) | 2.10M | $274.22M | - | Increased | 380K (22.0%, $51.48M) |
| TDS - TELEPHONE DATA SYS INC(Class: COM NEW) | 6.76M | $261.88M | - | Increased | 760K (12.0%, $57.22M) |
| CRH - CRH PLC(Class: ORD) | 2.71M | $238.84M | - | Unchanged | |
| BN - BROOKFIELD CORP(Class: CL A LTD VT SH) | 4.24M | $222.22M | - | Decreased | 750K (15.0%, $64.46M) |
| FLUT - FLUTTER ENTMT PLC(Class: SHS) | 970K | $214.90M | - | Increased | 100K (11.0%, $9.95M) |
| KVUE - KENVUE INC(Class: COM) | 8.90M | $213.42M | - | New | 8.90M ($213.42M) |
| CPAY - CORPAY INC(Class: COM SHS) | 610K | $212.72M | - | Unchanged | |
| APO - APOLLO GLOBAL MGMT INC(Class: COM) | 1.50M | $205.41M | - | Increased | 1.10M (275.0%, $139.35M) |
| LPLA - LPL FINL HLDGS INC(Class: COM) | 625K | $204.46M | - | Decreased | 30K (4.0%, $9.40M) |
| ICE - INTERCONTINENTAL EXCHANGE IN(Class: COM) | 1.10M | $189.75M | - | Decreased | 985K (47.0%, $120.94M) |
| COF - CAPITAL ONE FINL CORP(Class: COM) | 1.05M | $188.26M | - | Increased | 125K (13.0%, $23.32M) |
| N/A - SPDR SP 500 ETF TR(Class: PUT) | 330K* | $184.48M* | - | New | 330K ($184.48M) |
| J - JACOBS SOLUTIONS INC(Class: COM) | 1.40M | $169.25M | - | Decreased | 250K (15.0%, $51.23M) |
| CRS - CARPENTER TECHNOLOGY CORP(Class: COM) | 870K | $157.63M | - | Unchanged | |
| EQT - EQT CORP(Class: COM) | 2.95M | $157.62M | - | Unchanged | |
| NVDA - NVIDIA CORPORATION(Class: COM) | 1.45M | $157.15M | - | New | 1.45M ($157.15M) |
| CSGP - COSTAR GROUP INC(Class: COM) | 1.98M | $156.48M | - | New | 1.98M ($156.48M) |
| X - UNITED STATES STL CORP NEW(Class: COM) | 3.63M | $153.19M | - | New | 3.63M ($153.19M) |
| FTV - FORTIVE CORP(Class: COM) | 1.90M | $139.04M | - | Unchanged | |
| CASY - CASEYS GEN STORES INC(Class: COM) | 300K | $130.21M | - | New | 300K ($130.21M) |
| DFS - DISCOVER FINL SVCS(Class: COM) | 740K | $126.32M | - | Increased | 100K (15.0%, $15.45M) |
| MSFT - MICROSOFT CORP(Class: COM) | 315K | $118.25M | - | Decreased | 285K (47.0%, $134.65M) |