Third Point

Third Point as of June 30, 2013

Portfolio Holdings for Third Point

Third Point holds 27 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Yahoo! 34.9 $1.6B 62M 25.13
American International (AIG) 10.0 $447M 10M 44.70
International Paper Company (IP) 8.2 $366M 8.3M 44.31
Liberty Global Inc Com Ser A 4.9 $221M 3.0M 73.49
Thermo Fisher Scientific (TMO) 4.7 $212M 2.5M 84.63
Marathon Petroleum Corp (MPC) 3.6 $160M 2.3M 71.06
CF Industries Holdings (CF) 3.2 $145M 845k 171.50
Liberty Global Inc C 3.0 $136M 2.0M 67.89
News Corporation 2.9 $130M 4.0M 32.58
Tiffany & Co. 2.7 $120M 1.7M 72.84
Walt Disney Company (DIS) 2.6 $116M 1.8M 63.15
BE Aerospace 2.6 $115M 1.8M 63.08
Dollar General (DG) 2.5 $111M 2.2M 50.43
Tibco Software 2.4 $107M 5.0M 21.40
Cabot Oil & Gas Corporation (CTRA) 2.2 $98M 1.4M 71.02
Sotheby's 2.1 $95M 2.5M 37.91
Anadarko Petroleum Corporation 1.9 $84M 982k 85.93
WESCO International (WCC) 1.7 $75M 1.1M 67.96
4068594 Enphase Energy (ENPH) 1.3 $58M 7.4M 7.73
Williams Companies (WMB) 1.3 $57M 1.8M 32.47
Coca-cola Enterprises 0.8 $35M 1.0M 35.16
Constellation Brands (STZ) 0.2 $7.1M 1.6M 4.46
Elan Corporation 0.1 $6.6M 12M 0.55
Biofuel Energy 0.1 $3.5M 1.0M 3.34
iShares MSCI Emerging Markets Indx (EEM) 0.0 $320k 4.0M 0.08
Gilead Sciences (GILD) 0.0 $257k 128k 2.01
Cheniere Energy (LNG) 0.0 $131k 96k 1.36