Third Point LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$7.4B

Holdings

42

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (42 positions)

#StockSharesValue% PortfolioType
1
PCGPG&E CORP
49,750,000$983.6T13235884.25%
2
AMZNAMAZON COM INC
3,700,000$689.4T9277644.22%
3
DHRDANAHER CORPORATION
1,950,000$542.1T7295647.74%
4
VSTVISTRA CORP
3,175,000$376.4T5064794.85%
5
BBWIBATH & BODY WORKS INC
11,785,000$376.2T5062274.32%
6
MSFTMICROSOFT CORP
870,000$374.4T5037833.44%
7
ICEINTERCONTINENTAL EXCHANGE IN
2,085,000$334.9T4507263.63%
8
METAMETA PLATFORMS INC
545,000$312.0T4198360.06%
9
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,780,000$309.1T4160044.85%
10
LYVLIVE NATION ENTERTAINMENT IN
2,340,000$256.2T3447811.54%
11
BNBROOKFIELD CORP
4,725,000$251.1T3379545.42%
12
CPAYCORPAY INC
765,000$239.3T3219777.39%
13
AAPLAPPLE INC
930,000$216.7T2916030.59%
14
JJACOBS SOLUTIONS INC
1,650,000$216.0T2906543.30%
15
CNKCINEMARK HLDGS INC
7,000,000$194.9T2622530.07%
16
FERGFERGUSON ENTERPRISES INC
965,000$191.6T2578660.43%
17
RHCRH PLC
2,050,000$190.1T2558433.65%
18
ROPROPER TECHNOLOGIES INC
240,000$133.5T1797143.64%
19
FLUTFLUTTER ENTMT PLC
510,000$121.0T1628487.83%
20
APOAPOLLO GLOBAL MGMT INC
950,000$118.7T1596886.39%
21
LPLALPL FINL HLDGS INC
485,000$112.8T1518310.75%
22
CRSCARPENTER TECHNOLOGY CORP
660,000$105.3T1417345.09%
23
TSLATESLA INC
400,000$104.7T1408318.03%
24
APHAMPHENOL CORP NEW
1,600,000$104.3T1402989.00%
25
CVSCVS HEALTH CORP
1,575,000$99.0T1332742.65%
26
HESHESS CORP
625,000$84.9T1142175.90%
27
AKXANSYS INC
255,000$81.3T1093402.47%
28
EQTEQT CORP
1,950,000$71.4T961486.70%
29
TDSTELEPHONE & DATA SYS INC
2,875,000$66.8T899526.60%
30
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC
900,000$61.2T823456.68%
31
GBGLOBAL BLUE GROUP HOLDING AG
8,387,601$45.9T617416.58%
32
ADUNITED STATES CELLULAR CORP
545,344$29.8T401064.22%
33
HEHAWAIIAN ELEC INDUSTRIES
1,535,000$14.9T199957.15%
34
HTZWWHERTZ GLOBAL HLDGS INC
3,970,000$8.7T117000.53%
35
AURAURORA INNOVATION INC
1,032,463$6.1T82252.56%
36
FLYXFLYEXCLUSIVE INC
1,022,000$3.0T40984.57%
37
AUROWAURORA INNOVATION INC
1,835,000$1.5T20471.22%
38
CCOCLEAR CHANNEL OUTDOOR HLDGS
850,000$1.4T18301.73%
39
NPWR/WSNET POWER INC
500,000$580.0B7805.15%
40
FLYX/WSFLYEXCLUSIVE INC
367,499$117.6B1582.56%
41
GLOBAL BLUE GROUP HOLDING AG
1,333,333$111.6B1501.82%
42
JWSMFJAWS MUSTANG ACQUISITION COR
1,000,000$23.1B310.86%