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 |
