← Third Point LLC
Positions
33
Total value
$4.41B
Top 10 concentration
74.5%
New positions
33
Holdings · 33
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC 984332106 | COM | $1.56B | 35.30% | 62,000,000 | New |
| 2 | AMERICAN INTL GROUP INC AIG · 026874784 | COM NEW | $447M | 10.13% | 10,000,000 | New |
| 3 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $220.47M | 4.99% | 3,000,000 | New |
| 4 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $211.58M | 4.79% | 2,500,000 | New |
| 5 | INTL PAPER CO IP · 460146103 | COM | $199.4M | 4.52% | 4,500,000 | New |
| 6 | CF INDS HLDGS INC CF · 125269100 | COM | $144.92M | 3.28% | 845,000 | New |
| 7 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $135.78M | 3.08% | 1,999,998 | New |
| 8 | NEWS CORP NWSA · 65248E104 | CL A | $130.32M | 2.95% | 4,000,000 | New |
| 9 | ELAN PLC 284131208 | ADR | $120.19M | 2.72% | 8,500,000 | New |
| 10 | TIFFANY & CO NEW TIFEUR · 886547108 | COM | $120.19M | 2.72% | 1,650,000 | New |
| 11 | B/E AEROSPACE INC 073302101 | COM | $115.12M | 2.61% | 1,825,000 | New |
| 12 | DISNEY WALT CO DIS · 254687106 | COM DISNEY | $113.67M | 2.58% | 1,800,000 | New |
| 13 | DOLLAR GEN CORP NEW DG · 256677105 | COM | $110.95M | 2.51% | 2,200,000 | New |
| 14 | TIBCO SOFTWARE INC 88632Q103 | COM | $107.03M | 2.42% | 5,000,000 | New |
| 15 | CABOT OIL & GAS CORP CTRA · 127097103 | COM | $97.65M | 2.21% | 1,375,000 | New |
| 16 | SOTHEBYS BID · 835898107 | COM | $94.78M | 2.15% | 2,500,000 | New |
| 17 | MARATHON PETE CORP MPC · 56585A102 | COM | $88.83M | 2.01% | 1,250,000 | New |
| 18 | ANADARKO PETE CORP APC3EUR · 032511107 | COM | $81.63M | 1.85% | 950,000 | New |
| 19 | CONSTELLATION BRANDS INC STZ · 21036P108 | CL A | $78.18M | 1.77% | 1,500,000 | New |
| 20 | WESCO INTL INC WCC · 95082P105 | COM | $74.76M | 1.69% | 1,100,000 | New |
| 21 | ENPHASE ENERGY INC ENPH · 29355A107 | COM | $57.58M | 1.30% | 7,448,987 | New |
| 22 | WILLIAMS COS INC DEL WMB · 969457100 | COM | $56.82M | 1.29% | 1,750,000 | New |
| 23 | COCA COLA ENTERPRISES INC NE KO · 19122T109 | COM | $35.16M | 0.80% | 1,000,000 | New |
| 24 | INTL PAPER CO 460146103 · Call | COM | $6.26M | 0.14% | 3,750,000 | New |
| 25 | BIOFUEL ENERGY CORP 09064Y307 | COM NEW | $3.48M | 0.08% | 1,043,123 | New |
| 26 | ELAN PLC 284131208 · Call | ADR | $1.93M | 0.04% | 3,500,000 | New |
| 27 | MARATHON PETE CORP 56585A102 · Call | COM | $1.2M | 0.03% | 1,000,000 | New |
| 28 | CONSTELLATION BRANDS INC 21036P108 · Call | CL A | $421K | 0.01% | 94,500 | New |
| 29 | ISHARES TR 464287234 · Call | MSCI EMERG MKT | $320K | 0.01% | 4,000,000 | New |
| 30 | GILEAD SCIENCES INC 375558103 · Call | COM | $257K | 0.01% | 128,000 | New |
| 31 | CHENIERE ENERGY INC 16411R208 · Call | COM NEW | $131K | 0.00% | 96,000 | New |
| 32 | DISNEY WALT CO 254687106 · Call | COM DISNEY | $53K | 0.00% | 32,000 | New |
| 33 | ANADARKO PETE CORP 032511107 · Call | COM | $12K | 0.00% | 32,000 | New |
Total filing value: $4.41B