HoldingsChannel.com
Third Point LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BAXTER INTL INC 16,850,000 -6,150,000 $1,473,870
     BAX16,850,000-6,150,000$1,473,870
UNITED TECHNOLOGIES CORP 6,000,000 UNCH $819,120
     UTX6,000,000UNCH$819,120
CAMPBELL SOUP CO 17,000,000 -1,500,000 $797,640
     CPB17,000,000-1,500,000$797,640
ALLERGAN PLC 3,600,000 +3,600,000 $605,844
     AGN3,600,000+3,600,000$605,844
DANAHER CORPORATION 3,710,000 UNCH $535,835
     DHR3,710,000UNCH$535,835
SOTHEBYS 6,661,604 UNCH $379,578
     BID6,661,604UNCH$379,578
SALESFORCE COM INC 2,500,000 +1,200,000 $371,100
     CRM2,500,000+1,200,000$371,100
FIDELITY NATL INFORMATION SV 2,499,989 +2,499,989 $331,899
     FIS2,499,989+2,499,989$331,899
BURLINGTON STORES INC 1,500,000 +800,000 $299,730
     BURL1,500,000+800,000$299,730
IQVIA HLDGS INC 2,000,000 +400,000 $298,760
     IQV2,000,000+400,000$298,760
PAYPAL HLDGS INC 2,700,000 -800,000 $279,693
     PYPL2,700,000-800,000$279,693
VISA INC 1,500,000 UNCH $258,015
     V1,500,000UNCH$258,015
FOX CORP 8,000,000 +8,000,000 $252,280
     FOXA8,000,000+8,000,000$252,280
ADOBE INC 825,000 -100,000 $227,906
     ADBE825,000-100,000$227,906
BOSTON SCIENTIFIC CORP 5,000,000 -500,000 $203,450
     BSX5,000,000-500,000$203,450
FAR PT ACQUISITION CORP      $203,137
     FPAC15,692,500UNCH$160,377
     FPAC.U4,000,000UNCH$42,760
S&P GLOBAL INC 800,000 +40,000 $195,984
     SPGI800,000+40,000$195,984
FIVE BELOW INC 850,000 +850,000 $107,185
     FIVE850,000+850,000$107,185
BLACK KNIGHT INC 1,750,000 UNCH $106,855
     BKI1,750,000UNCH$106,855
CENTENE CORP DEL 2,400,000 -100,000 $103,824
     CNC2,400,000-100,000$103,824
SONY CORP 1,500,000 UNCH $88,695
     SNE1,500,000UNCH$88,695
MICROSOFT CORP 600,000 UNCH $83,418
     MSFT600,000UNCH$83,418
COLFAX CORP 2,000,000 UNCH $58,120
     CFX2,000,000UNCH$58,120
AMERICOLD RLTY TR 1,280,000 UNCH $47,450
     COLD1,280,000UNCH$47,450
HD SUPPLY HLDGS INC 1,000,000 +1,000,000 $39,175
     HDS1,000,000+1,000,000$39,175
ZENDESK INC 500,000 +500,000 $36,440
     ZEN500,000+500,000$36,440
ANSYS INC 157,300 +157,300 $34,820
     ANSS157,300+157,300$34,820
GODADDY INC 500,000 +500,000 $32,990
     GDDY500,000+500,000$32,990
GTT COMMUNICATIONS INC 3,065,078 UNCH $28,873
     GTT3,065,078UNCH$28,873
KADMON HLDGS INC 9,407,745 UNCH $23,708
     KDMN9,407,745UNCH$23,708
ENVISTA HLDGS CORP 800,000 +800,000 $22,304
     NVST800,000+800,000$22,304
TRADEWEB MKTS INC 425,000 -575,000 $15,716
     TW425,000-575,000$15,716
CLEAR CHANNEL OUTDOOR HLDGS 5,250,000 -2,750,000 $13,230
     CCO5,250,000-2,750,000$13,230
SMILEDIRECTCLUB INC 750,000 +750,000 $10,410
     SDC750,000+750,000$10,410
REPLAY ACQUISITION CORP      $10,258
     RPLA.U1,000,000UNCH$10,258
AFYA LTD 400,000 +400,000 $10,256
     AFYA400,000+400,000$10,256
GROCERY OUTLET HLDG CORP 180,000 UNCH $6,242
     GO180,000UNCH$6,242
ISHARES TR (SHY) 39,364 +5,935 $3,339
     SHY39,364+5,935$3,339

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 09/30/2019: $8,417,353
At 06/30/2019: $8,539,178

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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