Third Point 13F filings

PG&E CORP COM

54,000,000 sh

-5,250,000 sh
-9%

$933,120

-$24,953

Danaher Corp

2,600,000 sh

-150,000 sh
-5%

$624,000

-$69,110

Amazon.com Inc

4,100,000 sh

4,100,000 sh
NEW

$534,476

Bath and Body Works, Inc

13,850,000 sh

98,900 sh
1%

$519,375

$16,360

Microsoft Corp

1,520,000 sh

470,000 sh
45%

$517,621

$214,906

DuPont de Nemours Inc.

4,600,000 sh

600,000 sh
15%

$328,624

$41,544

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

2,450,000 sh

2,450,000 sh
NEW

$247,254

ALIBABA GROUP HLDG LTD SPONSORED ADS

2,950,000 sh

1,623,550 sh
122%

$245,883

$110,346

NVIDIA Corp.

500,000 sh

500,000 sh
NEW

$211,510

International Flavors & Fragrances Inc.

2,650,000 sh

100,000 sh
4%

$210,914

-$23,584

Intercontinental Exchange Inc

1,850,000 sh

1,850,000 sh
NEW

$209,198

FERGUSON PLC

1,275,000 sh

$200,570

HCA Healthcare Inc.

600,000 sh

-260,000 sh
-30%

$182,088

-$44,677

Alphabet Inc

1,425,000 sh

-3,325,000 sh
-70%

$170,573

-$322,145

American International Group Inc

2,950,000 sh

$169,743

Jacobs Engineering Group Inc

1,354,982 sh

1,169,217 sh
629%

$161,094

$139,265

Denbury Inc

1,675,000 sh

1,425,000 sh
570%

$144,486

$122,578

Activision Blizzard Inc

1,650,000 sh

1,650,000 sh
NEW

$139,095

Advanced Micro Devices Inc

1,200,000 sh

200,000 sh
20%

$136,692

$38,682

HERTZ GLOBAL HLDGS INC COM NEW Stock

7,319,727 sh

969,727 sh
15%

$134,610

$31,168

Uber Technologies Inc

2,775,000 sh

2,775,000 sh
NEW

$119,797

Option Care Health Inc

3,500,000 sh

3,500,000 sh
NEW

$113,715

WESCO International Inc.

625,000 sh

152,032 sh
32%

$111,913

$38,821

Micron Technology Inc

1,550,000 sh

350,000 sh
29%

$97,637

$25,375

Vistra Corp.

3,318,600 sh

1,203,600 sh
57%

$87,113

$36,353

PG&E CORP COM

471,000 sh

$70,419

Horizon Therapeutics plc

500,000 sh

500,000 sh
NEW

$51,425

GLOBAL BLUE GROUP HOLDING AG ORD SHS

8,487,601 sh

-50,000 sh
-1%

$41,419

-$9,807

HERTZ GLOBAL HLDGS INC -CW51 COM

3,000,000 sh

3,000,000 sh
NEW

$30,270

Black Knight Inc

455,632 sh

455,632 sh
NEW

$27,215

BLUE WHALE ACQUISITION COR A COMMON STOCK USD.0001

2,000,000 sh

$20,320

Fidelity National Information Services Inc.

300,000 sh

300,000 sh
NEW

$16,410

EG ACQUISITION CORP COM CL A

952,000 sh

-150,500 sh
-14%

$9,758

-$1,465

Aurora Innovation Inc. COMMON STOCK

1,032,463 sh

$3,035

NET POWER INC *W EXP 06/08/202

500,000 sh

500,000 sh
NEW

$1,680

AURORA INNOVATIO EQUITY WRT

1,835,000 sh

$918

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

625,000 sh

$313

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

1,000,000 sh

$196

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

1,333,333 sh

$150

EG ACQUISITION CORP *W EXP 05/28/202

367,499 sh

$112

BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202

1,000,000 sh

$54

JAWS MUSTANG ACQUISITION C A JAWS MUSTANG ACQ C CW26

1,000,000 sh

$50

BLUE WHALE ACQUISITION COR A BLUE WHALE ACQ CORP CW23

500,000 sh

$48

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

250,000 sh

$48

DISRUPTIVE ACQUISITION CORP *W E

333,333 sh

$31

Colgate-Palmolive Co.

0 sh

-11,050,000 sh
-100%

$0

-$830,408

Salesforce.com Inc

0 sh

-800,000 sh
-100%

$0

-$159,824

UnitedHealth Group Inc

0 sh

-335,000 sh
-100%

$0

-$158,318

National Instruments Corp

0 sh

-2,000,000 sh
-100%

$0

-$104,820

TECK RESOURCES LTD CL B

0 sh

-1,150,000 sh
-100%

$0

-$41,975

KHOSLA VENTURES ACQUT CO III COM CL A

0 sh

-2,000,000 sh
-100%

$0

-$20,300

RICE ACQUISITION CORP II -A Stock

0 sh

-1,500,000 sh
-100%

$0

-$15,353

Catalent Inc

0 sh

-200,000 sh
-100%

$0

-$13,142

LOGISTICS INNOVTN TECHNLGS C CLASS A COM

0 sh

-1,000,000 sh
-100%

$0

-$10,158

JAWS HURRICANE ACQUISITION-A COM

0 sh

-992,739 sh
-100%

$0

-$10,096

RICE ACQUISITION CORP II-CW Warrant

0 sh

-500,000 sh
-100%

$0

-$732

JAWS HURRICANE ACQUISITI-CW Warrant

0 sh

-248,184 sh
-100%

$0

-$38

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

0 sh

-333,332 sh
-100%

$0

-$37

Third Point 13F filings

Holdings as of 2023-06-30