Third Point LLC
CIK: 1040273
Latest Filing
Filed: November 14, 2025
Total Portfolio Value
$8.99B
Total Holdings
46
Report Period
Sep 2025
Accession Number: 0001040273-25-000003
Report Date: September 30, 2025
Top 10 Holdings
Showing top 10 of 46 total holdings
Holdings (46)
Latest 13F positions
PC PG&E CORP | 50.10M | $755.51M | 8.4% | - |
AM AMAZON COM INC | 2.81M | $616.99M | 6.9% | - |
SP SPDR S&P 500 ETF TR | 875.0K | $582.91M | 6.5% | - |
MS MICROSOFT CORP | 1.10M | $569.75M | 6.3% | - |
NV NVIDIA CORPORATION | 2.85M | $531.75M | 5.9% | - |
NS NORFOLK SOUTHN CORP | 1.65M | $495.68M | 5.5% | - |
BN BROOKFIELD CORP | 4.67M | $320.61M | 3.6% | - |
TS TAIWAN SEMICONDUCTOR MFG LTD | 1.10M | $307.22M | 3.4% | - |
CO CAPITAL ONE FINL CORP | 1.39M | $294.42M | 3.3% | - |
FL FLUTTER ENTMT PLC | 1.12M | $284.48M | 3.2% | - |
CA CASEYS GEN STORES INC | 500.0K | $282.66M | 3.1% | - |
TD TELEPHONE & DATA SYS INC | 6.71M | $263.19M | 2.9% | - |
CR CRH PLC | 2.17M | $259.58M | 2.9% | - |
CS COSTAR GROUP INC | 3.02M | $254.54M | 2.8% | - |
SG SOMNIGROUP INTERNATIONAL INC | 3.00M | $252.99M | 2.8% | - |
LY LIVE NATION ENTERTAINMENT IN | 1.35M | $220.59M | 2.5% | - |
CR CARPENTER TECHNOLOGY CORP | 850.0K | $208.71M | 2.3% | - |
UN UNION PAC CORP | 875.0K | $206.82M | 2.3% | - |
LP LPL FINL HLDGS INC | 594.1K | $197.66M | 2.2% | - |
CO MR COOPER GROUP INC | 925.0K | $194.98M | 2.2% | - |