HoldingsChannel.com
All Stocks Held By Third Point LLC
As of  03/31/2019
   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
BAXTER INTL INC 28,000,000 UNCH $2,276,680
     BAX28,000,000UNCH$2,276,680
UNITED TECHNOLOGIES CORP 6,480,000 +6,480,000 $835,207
     UTX6,480,000+6,480,000$835,207
CAMPBELL SOUP CO 21,000,000 UNCH $800,730
     CPB21,000,000UNCH$800,730
DANAHER CORPORATION 3,710,000 +600,000 $489,794
     DHR3,710,000+600,000$489,794
DOWDUPONT INC 8,745,000 -910,200 $466,196
     DWDP8,745,000-910,200$466,196
PAYPAL HLDGS INC 3,500,000 -525,000 $363,440
     PYPL3,500,000-525,000$363,440
FOX CORP 9,755,000 +9,755,000 $358,106
     FOXAV9,755,000+9,755,000$358,106
SOTHEBYS 6,661,604 UNCH $251,476
     BID6,661,604UNCH$251,476
WORLDPAY INC 2,200,000 -430,000 $249,700
     WP2,200,000-430,000$249,700
ADOBE INC 900,000 UNCH $239,841
     ADBE900,000UNCH$239,841
IQVIA HLDGS INC 1,630,000 UNCH $234,476
     IQV1,630,000UNCH$234,476
VISA INC 1,500,000 UNCH $234,285
     V1,500,000UNCH$234,285
MARATHON PETE CORP 3,500,000 +3,500,000 $209,475
     MPC3,500,000+3,500,000$209,475
FAR PT ACQUISITION CORP      $197,740
     FPAC15,692,500UNCH$156,140
     FPAC.U4,000,000UNCH$41,600
BOSTON SCIENTIFIC CORP 5,000,000 +5,000,000 $191,900
     BSX5,000,000+5,000,000$191,900
SALESFORCE COM INC 1,175,000 UNCH $186,085
     CRM1,175,000UNCH$186,085
CONSTELLATION BRANDS INC 1,050,000 -700,000 $184,096
     STZ1,050,000-700,000$184,096
CELGENE CORP 1,750,000 +1,750,000 $165,095
     CELG1,750,000+1,750,000$165,095
AMERICAN EXPRESS CO 1,500,000 -1,400,000 $163,950
     AXP1,500,000-1,400,000$163,950
S&P GLOBAL INC 760,000 -40,000 $160,018
     SPGI760,000-40,000$160,018
ROSS STORES INC 1,600,000 +1,600,000 $148,960
     ROST1,600,000+1,600,000$148,960
NETFLIX INC 400,000 +400,000 $142,624
     NFLX400,000+400,000$142,624
BLACK KNIGHT INC 1,750,000 +1,750,000 $95,375
     BKI1,750,000+1,750,000$95,375
CHEMOURS CO 2,000,000 +2,000,000 $74,320
     CC2,000,000+2,000,000$74,320
SONY CORP 1,500,000 +1,500,000 $63,360
     SNE1,500,000+1,500,000$63,360
COLFAX CORP 2,000,000 +2,000,000 $59,360
     CFX2,000,000+2,000,000$59,360
MICROSOFT CORP 500,000 +500,000 $58,970
     MSFT500,000+500,000$58,970
KADMON HLDGS INC 9,407,745 UNCH $24,836
     KDMN9,407,745UNCH$24,836
ISHARES TR (SHY) 38,260 -1,636 $3,218
     SHY38,260-1,636$3,218
INTERNATIONAL FLAVORS&FRAGRA +0 $-64,395
     Put500,000+500,000$64,395
CIGNA CORP NEW $0 (exited)
     CI0-575,000$0
DOVER CORP $0 (exited)
     DOV0-615,000$0
MERCK & CO INC $0 (exited)
     MRK0-2,775,000$0
SHIRE PLC 0 -1,719,413 $0 (exited)
     SHPG0-1,719,413$0

See Summary: Third Point LLC Top Holdings
See Details: Top 10 Stocks Held By Third Point LLC

EntityShares/Amount
Change
Position Value
Change
UTX +6,480,000+$835,207
FOXAV +9,755,000+$358,106
MPC +3,500,000+$209,475
BSX +5,000,000+$191,900
CELG +1,750,000+$165,095
ROST +1,600,000+$148,960
NFLX +400,000+$142,624
BKI +1,750,000+$95,375
CC +2,000,000+$74,320
SNE +1,500,000+$63,360
EntityShares/Amount
Change
Position Value
Change
SHPG -1,719,413-$299,247
MRK -2,775,000-$212,038
CI -575,000-$109,204
DOV -615,000-$43,634
EntityShares/Amount
Change
Position Value
Change
DHR +600,000+$169,091
BAX UNCH+$433,720
CPB UNCH+$107,940
BID UNCH-$13,256
ADBE UNCH+$36,225
IQV UNCH+$45,119
V UNCH+$36,375
FPAC UNCH-$957
CRM UNCH+$25,145
KDMN UNCH+$5,268
EntityShares/Amount
Change
Position Value
Change
AXP -1,400,000-$112,478
DWDP -910,200-$50,164
STZ -700,000-$97,339
PYPL -525,000+$24,978
WP -430,000+$48,689
SPGI -40,000+$24,066
SHY -1,636-$118
Size ($ in 1000's)
At 03/31/2019: $8,993,708
At 12/31/2018: $6,508,380

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

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