Third Point 13F filings

PG&E CORP COM

51,100,000 sh

$712,334

Amazon.com Inc

2,710,000 sh

360,000 sh
15%

$594,547

$147,436

NVIDIA Corp.

2,800,000 sh

1,350,000 sh
93%

$442,372

$285,221

Capital One Financial COM

1,804,204 sh

754,204 sh
72%

$383,862

$195,597

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,430,000 sh

-350,000 sh
-20%

$323,881

$28,401

FLUTTER ENTERTAINMENT PLC COM

1,070,000 sh

100,000 sh
10%

$305,763

$90,859

Live Nation Entertainment Inc

1,975,000 sh

-125,000 sh
-6%

$298,778

$24,560

BROOKFIELD CORP CL A LTD VT SH Stock

4,675,000 sh

435,000 sh
10%

$289,149

$66,931

CoStar Group Inc.

3,085,000 sh

1,110,000 sh
56%

$248,034

$91,555

Vistra Corp.

1,250,000 sh

400,000 sh
47%

$242,263

$142,439

Telephone and Data Systems Inc

6,725,000 sh

-35,000 sh
-1%

$239,276

-$22,606

CRH PLC ORD COMMON STOCK

2,590,000 sh

-125,000 sh
-5%

$237,762

-$1,077

LPL Financial Holdings Inc

625,000 sh

$234,356

Talen Energy Corp COM

785,000 sh

200,000 sh
34%

$228,254

$111,447

CORPAY INC

685,000 sh

75,000 sh
12%

$227,297

$14,578

Carpenter Technology Corp

750,000 sh

-120,000 sh
-14%

$207,285

$49,658

Microsoft Corp

400,000 sh

85,000 sh
27%

$198,964

$80,716

Casey's General Stores Inc.

360,000 sh

60,000 sh
20%

$183,697

$53,485

Apollo Global Management LLC

1,275,000 sh

-225,000 sh
-15%

$180,884

-$24,526

KENVUE INC COM

8,525,000 sh

-375,000 sh
-4%

$178,428

-$34,994

Intercontinental Exchange Inc

950,000 sh

-150,000 sh
-14%

$174,297

-$15,453

PRIMO BRAND CORP-A COM

5,775,000 sh

3,000,000 sh
108%

$171,056

$72,571

Jacobs Engineering Group Inc

1,264,000 sh

-136,000 sh
-10%

$166,153

-$3,093

MR COOPER GROUP INC COM

925,000 sh

925,000 sh
NEW

$138,019

Sharkninja Inc COM

1,200,000 sh

650,000 sh
118%

$118,788

$72,912

Meta Platforms, Inc.

150,000 sh

150,000 sh
NEW

$110,714

Comfort Systems USA Inc.

185,000 sh

185,000 sh
NEW

$99,199

Danaher Corp

500,000 sh

500,000 sh
NEW

$98,770

RB GLOBAL INC COM

695,000 sh

-255,000 sh
-27%

$73,802

-$21,483

Workday Inc

300,000 sh

300,000 sh
NEW

$72,000

APOLLO GLOBAL MANAGEMENT SER

900,000 sh

$67,365

Rocket Cos. Inc.

4,750,000 sh

4,750,000 sh
NEW

$67,355

Flowserve Corp

1,195,000 sh

1,195,000 sh
NEW

$62,558

Fortive Corp

1,160,000 sh

-740,000 sh
-39%

$60,471

-$78,571

DocuSign Inc.

625,000 sh

625,000 sh
NEW

$48,681

Membership Collective Group Inc Cl

5,171,676 sh

-28,324 sh
-1%

$38,012

$5,876

Chart Industries Inc

215,000 sh

215,000 sh
NEW

$35,400

HERTZ GLOBAL HLDGS INC -CW51 COM

3,970,000 sh

$14,491

PG&E CORP NOTE 4.250\%12/0

$10,000,000 in bonds

$9,929

SEA LTD SPONSORED ADS

50,000 sh

50,000 sh
NEW

$7,997

RALLIANT CORP COM COM

125,003 sh

125,003 sh
NEW

$6,061

Aurora Innovation Inc. COMMON STOCK

1,032,463 sh

$5,410

PG&E CORP PFD CONV SER A

140,000 sh

$5,264

Sabre Corp

750,000 sh

750,000 sh
NEW

$2,370

FLYEXCLUSIVE INC COM CL A Stock

1,022,000 sh

$1,993

SERVICETITAN INC SHS CL A

15,000 sh

15,000 sh
NEW

$1,608

AURORA INNOVATIO EQUITY WRT

1,835,000 sh

$1,596

MULTIPLAN CORPORATION CL A NEW

30,000 sh

30,000 sh
NEW

$1,354

ATEGRITY SPECIALTY HOLDINGS COM

50,000 sh

50,000 sh
NEW

$1,076

ARDENT HEALTH PARTNERS INC COM

75,000 sh

75,000 sh
NEW

$1,025

FLYEXCLUSIVE INC *W EXP 05/28/202

367,499 sh

$37

SPDR S&P 500 ETF TR PUT

Put options for 0 sh

-330,000 sh
-100%

$0

-$184,478

EQT Corp

0 sh

-2,950,000 sh
-100%

$0

-$157,619

United States Steel Corp. COM

0 sh

-3,625,000 sh
-100%

$0

-$153,193

DISCOVER FINL SVCS COM

0 sh

-740,000 sh
-100%

$0

-$126,318

AT&T Inc

0 sh

-3,775,000 sh
-100%

$0

-$105,638

Hess Corp

0 sh

-625,000 sh
-100%

$0

-$99,831

Pinterest Inc

0 sh

-1,000,000 sh
-100%

$0

-$31,000

SEADRILL 2021 LTD COM

0 sh

-1,025,000 sh
-100%

$0

-$25,625

NET POWER INC *W EXP 06/08/202

0 sh

-500,000 sh
-100%

$0

-$153

GLOBAL BLUE GROUP HOLDING AG *W EXP 08/28/202

0 sh

-1,333,333 sh
-100%

$0

-$30

Third Point 13F filings

Holdings as of 2025-06-30