Third Point as of Dec. 31, 2018
Portfolio Holdings for Third Point
Third Point holds 22 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baxter International (BAX) | 28.3 | $1.8B | 28M | 65.82 | |
| Campbell Soup Company (CPB) | 10.6 | $693M | 21M | 32.99 | |
| Dowdupont | 7.9 | $516M | 9.7M | 53.48 | |
| Paypal Holdings (PYPL) | 5.2 | $339M | 4.0M | 84.09 | |
| Danaher Corporation (DHR) | 4.9 | $321M | 3.1M | 103.12 | |
| Shire | 4.6 | $299M | 1.7M | 174.04 | |
| Constellation Brands (STZ) | 4.3 | $281M | 1.8M | 160.82 | |
| American Express Company (AXP) | 4.2 | $276M | 2.9M | 95.32 | |
| Sotheby's | 4.1 | $265M | 6.7M | 39.74 | |
| Merck & Co (MRK) | 3.3 | $212M | 2.8M | 76.41 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $204M | 900k | 226.24 | |
| Worldpay Ord | 3.1 | $201M | 2.6M | 76.43 | |
| Visa (V) | 3.0 | $198M | 1.5M | 131.94 | |
| Iqvia Holdings (IQV) | 2.9 | $189M | 1.6M | 116.17 | |
| salesforce (CRM) | 2.5 | $161M | 1.2M | 136.97 | |
| Far Pt Acquisition Corp cl a founders sh | 2.4 | $158M | 16M | 10.09 | |
| S&p Global (SPGI) | 2.1 | $136M | 800k | 169.94 | |
| Cigna Corp (CI) | 1.7 | $109M | 575k | 189.92 | |
| Dover Corporation (DOV) | 0.7 | $44M | 615k | 70.95 | |
| Far Pt Acquisition Corp unit 06/01/2025 | 0.6 | $40M | 4.0M | 10.09 | |
| Kadmon Hldgs | 0.3 | $20M | 9.4M | 2.08 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $3.3M | 40k | 83.62 |
