Third Point 13F filings
Company
Investment Type
Change
Value (x$1000)
increase or decrease
PG&E CORP COM
50,100,000 sh
-1,000,000 sh
-2%
-2%
$755,508
$43,174
SPDR S&P 500 ETF TR TR UNIT
Put options for 875,000 sh
875,000 sh
NEW
NEW
$582,908
$582,908
BROOKFIELD CORP CL A LTD VT SH Stock
4,675,000 sh
$320,612
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
1,100,000 sh
-330,000 sh
-23%
-23%
$307,219
-$16,662
Capital One Financial COM
1,385,000 sh
-419,204 sh
-23%
-23%
$294,423
-$89,439
FLUTTER ENTERTAINMENT PLC COM
1,120,000 sh
50,000 sh
5%
5%
$284,480
-$21,283
CRH PLC ORD COMMON STOCK
2,165,000 sh
-425,000 sh
-16%
-16%
$259,584
$21,822
MR COOPER GROUP INC COM
925,000 sh
$194,981
Sharkninja Inc COM
1,800,000 sh
600,000 sh
50%
50%
$185,670
$66,882
Talen Energy Corp COM
350,000 sh
-435,000 sh
-55%
-55%
$148,883
-$79,371
KENVUE INC COM
9,000,000 sh
475,000 sh
6%
6%
$146,070
-$32,358
PRIMO BRAND CORP-A COM
5,775,000 sh
$127,628
APOLLO GLOBAL MANAGEMENT SER
900,000 sh
$63,252
undefined
3,000,000 sh
3,000,000 sh
NEW
NEW
$53,820
$53,820
Blade Air Mobility Inc. COM
5,000,000 sh
5,000,000 sh
NEW
NEW
$25,300
$25,300
KENVUE INC COM
Call options for 1,500,000 sh
1,500,000 sh
NEW
NEW
$24,345
$24,345
HERTZ GLOBAL HLDGS INC -CW51 COM
3,970,000 sh
$14,768
PG&E CORP NOTE 4.250\%12/0
$10,000,000 in bonds
$10,113
PG&E CORP PFD CONV SER A
140,000 sh
$5,513
FLYEXCLUSIVE INC COM CL A Stock
1,022,000 sh
$5,049
Aurora Innovation Inc. COMMON STOCK
1,032,463 sh
$2,174
AURORA INNOVATIO EQUITY WRT
1,835,000 sh
$877
BAUSCH HEALTH COS INC COM
100,000 sh
100,000 sh
NEW
NEW
$645
$645
FLYEXCLUSIVE INC *W EXP 05/28/202
367,499 sh
$117
SEA LTD SPONSORED ADS
0 sh
-50,000 sh
-100%
-100%
$0
-$7,997
RALLIANT CORP COM COM
0 sh
-125,003 sh
-100%
-100%
$0
-$6,061
SERVICETITAN INC SHS CL A
0 sh
-15,000 sh
-100%
-100%
$0
-$1,608
MULTIPLAN CORPORATION CL A NEW
0 sh
-30,000 sh
-100%
-100%
$0
-$1,354
ATEGRITY SPECIALTY HOLDINGS COM
0 sh
-50,000 sh
-100%
-100%
$0
-$1,076
ARDENT HEALTH PARTNERS INC COM
0 sh
-75,000 sh
-100%
-100%
$0
-$1,025