Third Point

Latest statistics and disclosures from Third Point's latest quarterly 13F-HR filing:

Companies in the Third Point portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Baxter International (BAX) 22.06 23.00M -17% 81.90
United Technologies Corporation (UTX) 9.15 6.00M -7% 130.20
Campbell Soup Company (CPB) 8.68 18.50M -11% 40.07
Danaher Corporation (DHR) 6.21 3.71M 142.92
Paypal Holdings 4.69 3.50M 114.46
Sotheby's (BID) 4.53 6.66M 58.13
Fox Corp 4.51 10.50M +7% 36.64
Adobe Systems Incorporated (ADBE) 3.19 925000 +2% 294.65
Worldpay Ord 3.16 2.20M 122.55
Visa (V) 3.05 1.50M 173.55
Iqvia Holdings Inc 3.01 1.60M 160.90
Boston Scientific Corporation (BSX) 2.77 5.50M +10% 42.98
Marathon Petroleum Corp 2.62 4.00M +14% 55.88
salesforce (CRM) 2.31 1.30M +10% 151.73
Netflix (NFLX) 2.15 500000 +25% 367.32
S&p Global 2.03 760000 227.79
Ross Stores (ROST) 1.92 1.65M +3% 99.12
Far Pt Acquisition Corp cl a founders sh 1.87 15.69M 10.19
Centene Corporation (CNC) 1.54 2.50M NEW 52.44
Burlington Stores 1.39 700000 NEW 170.15
Chemours 1.23 4.38M +118% 24.00
Black Knight Inc 1.23 1.75M 60.15
Microsoft Corporation (MSFT) 0.94 600000 +20% 133.96
Sony Corporation (SNE) 0.92 1.50M 52.39
Colfax Corporation (CFX) 0.66 2.00M 28.03
Gtt Communications 0.63 3.07M NEW 17.60
Tradeweb Markets 0.51 1000000 NEW 43.81
Far Pt Acquisition Corp unit 06/01/2025 0.50 4.00M 10.67
Americold Rlty Tr 0.49 1.28M NEW 32.42
Clear Channel Outdoor Holdings 0.44 8.00M NEW 4.72
Pinterest Inc Cl A 0.43 1.35M NEW 27.22
Twilio Inc cl a 0.24 150000 NEW 136.35
Kadmon Hldgs Inc Com stock 0.23 9.41M 2.06
Zoom Video Communications In cl a 0.21 200500 NEW 88.79
Parsons Corporation 0.13 300000 NEW 36.86
Replay Acquisition Unt 0.12 1000000 NEW 10.02
Crowdstrike Hldgs Inc cl a 0.08 100000 NEW 68.29
Grocery Outlet Hldg Corp 0.07 180000 NEW 32.88
Vici Pptys Inc 0.05 193500 NEW 22.04
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.03 33429 -12% 84.78
Linx Sa - Adr adr 0.02 200451 NEW 9.12
Franks Intl N V 0.00 75000 NEW 5.47

Past 13F-HR SEC Filings by Third Point

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