HoldingsChannel.com
Third Point LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BAXTER INTL INC 17,500,000 +650,000 $1,463,350
     BAX17,500,000+650,000$1,463,350
UNITED TECHNOLOGIES CORP 5,207,000 -793,000 $779,800
     UTX5,207,000-793,000$779,800
CAMPBELL SOUP CO 14,400,000 -2,600,000 $711,648
     CPB14,400,000-2,600,000$711,648
ALLERGAN PLC 3,600,000 UNCH $688,212
     AGN3,600,000UNCH$688,212
DANAHER CORPORATION 3,710,000 UNCH $569,411
     DHR3,710,000UNCH$569,411
SALESFORCE COM INC 2,200,000 -300,000 $357,808
     CRM2,200,000-300,000$357,808
FIDELITY NATL INFORMATION SV 2,500,000 +11 $347,725
     FIS2,500,000+11$347,725
BURLINGTON STORES INC 1,400,000 -100,000 $319,242
     BURL1,400,000-100,000$319,242
ADOBE INC 950,000 +125,000 $313,320
     ADBE950,000+125,000$313,320
IQVIA HLDGS INC 2,000,000 UNCH $309,020
     IQV2,000,000UNCH$309,020
IAA INC 6,500,000 +6,500,000 $305,890
     IAA6,500,000+6,500,000$305,890
VISA INC 1,500,000 UNCH $281,850
     V1,500,000UNCH$281,850
BOSTON SCIENTIFIC CORP 5,000,000 UNCH $226,100
     BSX5,000,000UNCH$226,100
S&P GLOBAL INC 800,000 UNCH $218,440
     SPGI800,000UNCH$218,440
FAR PT ACQUISITION CORP      $205,304
     FPAC15,692,500UNCH$162,104
     FPAC.U4,000,000UNCH$43,200
FOX CORP 5,000,000 -3,000,000 $185,350
     FOXA5,000,000-3,000,000$185,350
FIVE BELOW INC 1,200,000 +350,000 $153,432
     FIVE1,200,000+350,000$153,432
CENTENE CORP DEL 2,400,000 UNCH $150,888
     CNC2,400,000UNCH$150,888
TD AMERITRADE HLDG CORP 3,000,000 +3,000,000 $149,100
     AMTD3,000,000+3,000,000$149,100
AMAZON COM INC 70,000 +70,000 $129,349
     AMZN70,000+70,000$129,349
AVANTOR INC 7,000,000 +7,000,000 $127,050
     AVTR7,000,000+7,000,000$127,050
BLACK KNIGHT INC 1,900,000 +150,000 $122,512
     BKI1,900,000+150,000$122,512
RAYTHEON CO 555,200 +555,200 $122,000
     RTN555,200+555,200$122,000
VIACOMCBS INC 2,750,000 +2,750,000 $115,418
     CBS2,750,000+2,750,000$115,418
SONY CORP 1,500,000 UNCH $102,000
     SNE1,500,000UNCH$102,000
THE CHARLES SCHWAB CORPORATI 1,000,000 +1,000,000 $47,560
     SCHW1,000,000+1,000,000$47,560
KADMON HLDGS INC 9,407,745 UNCH $42,617
     KDMN9,407,745UNCH$42,617
GROCERY OUTLET HLDG CORP 1,150,000 +970,000 $37,318
     GO1,150,000+970,000$37,318
XP INC 800,000 +800,000 $30,816
     XP800,000+800,000$30,816
FERRARI N V 150,000 +150,000 $24,831
     RACE150,000+150,000$24,831
BRISTOL MYERS SQUIBB CO      $21,070
     RIGHT 99 99 99997,000,000+7,000,000$21,070
GTT COMMUNICATIONS INC 1,520,000 -1,545,078 $17,252
     GTT1,520,000-1,545,078$17,252
REPLAY ACQUISITION CORP      $10,370
     RPLA.U1,000,000UNCH$10,370
CANNAE HLDGS INC 175,000 +175,000 $6,508
     CNNE175,000+175,000$6,508
ISHARES TR (SHY) 42,309 +2,945 $3,581
     SHY42,309+2,945$3,581

See Full List: All Stocks Held By Third Point LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Third Point LLC

Size ($ in 1000's)
At 12/31/2019: $8,696,857
At 09/30/2019: $8,417,353

Third Point LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Third Point LLC 13F filings. Link to 13F filings: SEC filings

Third Point LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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