HoldingsChannel.com
All Stocks Held By Third Point LLC
As of  06/30/2019
   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BAXTER INTL INC 23,000,000 -5,000,000 $1,883,700
     BAX23,000,000-5,000,000$1,883,700
UNITED TECHNOLOGIES CORP 6,000,000 -480,000 $781,200
     UTX6,000,000-480,000$781,200
CAMPBELL SOUP CO 18,500,000 -2,500,000 $741,295
     CPB18,500,000-2,500,000$741,295
DANAHER CORPORATION 3,710,000 UNCH $530,233
     DHR3,710,000UNCH$530,233
PAYPAL HLDGS INC 3,500,000 UNCH $400,610
     PYPL3,500,000UNCH$400,610
SOTHEBYS 6,661,604 UNCH $387,239
     BID6,661,604UNCH$387,239
FOX CORP 10,500,000 +745,000 $384,720
     FOXAV10,500,000+745,000$384,720
ADOBE INC 925,000 +25,000 $272,551
     ADBE925,000+25,000$272,551
WORLDPAY INC 2,200,000 UNCH $269,610
     WP2,200,000UNCH$269,610
VISA INC 1,500,000 UNCH $260,325
     V1,500,000UNCH$260,325
IQVIA HLDGS INC 1,600,000 -30,000 $257,440
     IQV1,600,000-30,000$257,440
BOSTON SCIENTIFIC CORP 5,500,000 +500,000 $236,390
     BSX5,500,000+500,000$236,390
MARATHON PETE CORP 4,000,000 +500,000 $223,520
     MPC4,000,000+500,000$223,520
FAR PT ACQUISITION CORP      $202,588
     FPAC15,692,500UNCH$159,908
     FPAC.U4,000,000UNCH$42,680
SALESFORCE COM INC 1,300,000 +125,000 $197,249
     CRM1,300,000+125,000$197,249
NETFLIX INC 500,000 +100,000 $183,660
     NFLX500,000+100,000$183,660
S&P GLOBAL INC 760,000 UNCH $173,120
     SPGI760,000UNCH$173,120
ROSS STORES INC 1,650,000 +50,000 $163,548
     ROST1,650,000+50,000$163,548
CENTENE CORP DEL 2,500,000 +2,500,000 $131,100
     CNC2,500,000+2,500,000$131,100
BURLINGTON STORES INC 700,000 +700,000 $119,105
     BURL700,000+700,000$119,105
BLACK KNIGHT INC 1,750,000 UNCH $105,262
     BKI1,750,000UNCH$105,262
CHEMOURS CO 4,375,000 +2,375,000 $105,000
     CC4,375,000+2,375,000$105,000
MICROSOFT CORP 600,000 +100,000 $80,376
     MSFT600,000+100,000$80,376
SONY CORP 1,500,000 UNCH $78,585
     SNE1,500,000UNCH$78,585
COLFAX CORP 2,000,000 UNCH $56,060
     CFX2,000,000UNCH$56,060
GTT COMMUNICATIONS INC 3,065,078 +3,065,078 $53,945
     GTT3,065,078+3,065,078$53,945
TRADEWEB MKTS INC 1,000,000 +1,000,000 $43,810
     TW1,000,000+1,000,000$43,810
AMERICOLD RLTY TR 1,280,000 +1,280,000 $41,498
     COLD1,280,000+1,280,000$41,498
CLEAR CHANNEL OUTDOOR HLDGS 8,000,000 +8,000,000 $37,760
     CCO8,000,000+8,000,000$37,760
PINTEREST INC 1,355,000 +1,355,000 $36,883
     PINS1,355,000+1,355,000$36,883
TWILIO INC 150,000 +150,000 $20,452
     TWLO150,000+150,000$20,452
KADMON HLDGS INC 9,407,745 UNCH $19,380
     KDMN9,407,745UNCH$19,380
ZOOM VIDEO COMMUNICATIONS IN 200,500 +200,500 $17,802
     ZM200,500+200,500$17,802
PARSONS CORPORATION 300,000 +300,000 $11,058
     PSN300,000+300,000$11,058
REPLAY ACQUISITION CORP      $10,020
     RPLA.U1,000,000+1,000,000$10,020
CROWDSTRIKE HLDGS INC 100,000 +100,000 $6,829
     CRWD100,000+100,000$6,829
GROCERY OUTLET HLDG CORP 180,000 +180,000 $5,918
     GO180,000+180,000$5,918
VICI PPTYS INC 193,500 +193,500 $4,265
     VICI193,500+193,500$4,265
ISHARES TR (SHY) 33,429 -4,831 $2,834
     SHY33,429-4,831$2,834
LINX S A 200,451 +200,451 $1,828
     LINX200,451+200,451$1,828
FRANKS INTL N V 75,000 +75,000 $410
     FI75,000+75,000$410
AMERICAN EXPRESS CO $0 (exited)
     AXP0-1,500,000$0
CELGENE CORP $0 (exited)
     CELG0-1,750,000$0
DOWDUPONT INC $0 (exited)
     DWDP0-8,745,000$0
INTERNATIONAL FLAVORS&FRAGRA $0 (exited)
     Put0-500,000$0
CONSTELLATION BRANDS INC 0 -1,050,000 $0 (exited)
     STZ0-1,050,000$0

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

EntityShares/Amount
Change
Position Value
Change
CNC +2,500,000+$131,100
BURL +700,000+$119,105
GTT +3,065,078+$53,945
TW +1,000,000+$43,810
COLD +1,280,000+$41,498
CCO +8,000,000+$37,760
PINS +1,355,000+$36,883
TWLO +150,000+$20,452
ZM +200,500+$17,802
PSN +300,000+$11,058
EntityShares/Amount
Change
Position Value
Change
DWDP -8,745,000-$466,196
STZ -1,050,000-$184,096
CELG -1,750,000-$165,095
AXP -1,500,000-$163,950
IFF +500,000+$64,395
EntityShares/Amount
Change
Position Value
Change
CC +2,375,000+$30,680
FOXAV +745,000+$26,614
BSX +500,000+$44,490
MPC +500,000+$14,045
CRM +125,000+$11,164
NFLX +100,000+$41,036
MSFT +100,000+$21,406
ROST +50,000+$14,588
ADBE +25,000+$32,710
DHR UNCH+$40,439
EntityShares/Amount
Change
Position Value
Change
BAX -5,000,000-$392,980
CPB -2,500,000-$59,435
UTX -480,000-$54,007
IQV -30,000+$22,964
SHY -4,831-$384
KDMN UNCH-$5,456
CFX UNCH-$3,300
SNE UNCH+$15,225
BKI UNCH+$9,887
Size ($ in 1000's)
At 06/30/2019: $8,539,178
At 03/31/2019: $8,993,708

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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