Third Point 13F filings

PG&E CORP COM

59,250,000 sh

180,000 sh
0%

$958,073

-$2,405

Colgate-Palmolive Co.

11,050,000 sh

-500,000 sh
-4%

$830,408

-$79,617

Danaher Corp

2,750,000 sh

50,000 sh
2%

$693,110

-$23,524

Bath and Body Works, Inc

13,751,100 sh

1,100 sh
0%

$503,015

-$76,410

Alphabet Inc

4,750,000 sh

4,750,000 sh
NEW

$492,718

Microsoft Corp

1,050,000 sh

-130,000 sh
-11%

$302,715

$19,727

DuPont de Nemours Inc.

4,000,000 sh

1,000,000 sh
33%

$287,080

$81,190

International Flavors & Fragrances Inc.

2,550,000 sh

250,000 sh
11%

$234,498

-$6,634

HCA Healthcare Inc.

860,000 sh

860,000 sh
NEW

$226,765

FERGUSON PLC

1,275,000 sh

350,000 sh
38%

$170,531

$53,084

Salesforce.com Inc

800,000 sh

800,000 sh
NEW

$159,824

UnitedHealth Group Inc

335,000 sh

-335,000 sh
-50%

$158,318

-$196,903

American International Group Inc

2,950,000 sh

-2,150,000 sh
-42%

$148,562

-$173,962

ALIBABA GROUP HLDG LTD SPONSORED ADS

1,326,450 sh

1,326,450 sh
NEW

$135,537

National Instruments Corp

2,000,000 sh

2,000,000 sh
NEW

$104,820

HERTZ GLOBAL HLDGS INC COM NEW Stock

6,350,000 sh

1,000,000 sh
19%

$103,442

$21,105

Advanced Micro Devices Inc

1,000,000 sh

1,000,000 sh
NEW

$98,010

WESCO International Inc.

472,968 sh

472,968 sh
NEW

$73,092

Micron Technology Inc

1,200,000 sh

1,200,000 sh
NEW

$72,262

PG&E CORP COM

471,000 sh

$67,037

GLOBAL BLUE GROUP HOLDING AG ORD SHS

8,537,601 sh

$51,226

Vistra Corp.

2,115,000 sh

2,115,000 sh
NEW

$50,760

TECK RESOURCES LTD CL B

1,150,000 sh

1,150,000 sh
NEW

$41,975

Denbury Inc

250,000 sh

250,000 sh
NEW

$21,908

Jacobs Engineering Group Inc

185,765 sh

185,765 sh
NEW

$21,829

KHOSLA VENTURES ACQUT CO III COM CL A

2,000,000 sh

$20,300

BLUE WHALE ACQUISITION COR A COMMON STOCK USD.0001

2,000,000 sh

$19,880

RICE ACQUISITION CORP II -A Stock

1,500,000 sh

$15,353

Catalent Inc

200,000 sh

200,000 sh
NEW

$13,142

EG ACQUISITION CORP COM CL A

1,102,500 sh

$11,223

LOGISTICS INNOVTN TECHNLGS C CLASS A COM

1,000,000 sh

$10,158

JAWS HURRICANE ACQUISITION-A COM

992,739 sh

$10,096

Aurora Innovation Inc. COMMON STOCK

1,032,463 sh

$1,435

RICE ACQUISITION CORP II-CW Warrant

500,000 sh

$732

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

1,333,333 sh

$503

AURORA INNOVATIO EQUITY WRT

1,835,000 sh

$377

COMPUTE HEALTH ACQUISITIN CO *W EXP 01/25/202

625,000 sh

$250

BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202

1,000,000 sh

$150

TMC THE METALS COMPANY INC *W EXP 09/09/202

1,000,000 sh

$119

JAWS MUSTANG ACQUISITION C A JAWS MUSTANG ACQ C CW26

1,000,000 sh

$109

EG ACQUISITION CORP *W EXP 05/28/202

367,499 sh

$64

BLUE WHALE ACQUISITION COR A BLUE WHALE ACQ CORP CW23

500,000 sh

$38

JAWS HURRICANE ACQUISITI-CW Warrant

248,184 sh

$38

LOGISTICS INNOVTN TECHNLGS C *W EXP 06/15/202

333,332 sh

$37

SOCIAL LEVERAGE ACQUISN CORP *W EXP 02/17/202

250,000 sh

$27

DISRUPTIVE ACQUISITION CORP *W E

333,333 sh

333,333 sh
NEW

$27

SENTINELONE INC CL A

0 sh

-14,700,000 sh
-100%

$0

-$214,473

TJX Cos. Inc.

0 sh

-2,650,000 sh
-100%

$0

-$210,940

Ovintiv Inc

0 sh

-4,000,000 sh
-100%

$0

-$202,840

Fidelity National Information Services Inc.

0 sh

-2,000,000 sh
-100%

$0

-$135,700

Walt Disney Co.

0 sh

-950,000 sh
-100%

$0

-$82,536

Laboratory Corp. of America Holdings

0 sh

-192,125 sh
-100%

$0

-$45,242

JAWS MUSTANG ACQUISITION C A COMMON STOCK USD.0001

0 sh

-4,000,000 sh
-100%

$0

-$40,420

VENTYX BIOSCIENCES INC COM

0 sh

-1,000,000 sh
-100%

$0

-$32,790

DRAGONEER GROWTH OPP III A COMMON STOCK USD.0001

0 sh

-1,200,000 sh
-100%

$0

-$11,832

DISRUPTIVE ACQUISITION CORP UNIT 03/06/2026

0 sh

-1,000,000 sh
-100%

$0

-$10,055

JETBLUE AIRWAYS CORP NOTE 0.500\% 4/0

$0 in bonds

-$7,615,000
-100%

$0

-$5,552

ISHARES TR 1 3 YR TREAS BD

0 sh

-60,758 sh
-100%

$0

-$4,932

Third Point 13F filings

Holdings as of 2023-03-31