Third Point 13F filings

Amazon.com Inc

5,100,000 sh

$985,575

PG&E CORP COM

53,750,000 sh

-4,110,000 sh
-7%

$938,475

-$31,259

Microsoft Corp

1,580,000 sh

-185,000 sh
-10%

$706,181

-$36,390

Meta Platforms, Inc.

1,100,000 sh

-136,000 sh
-11%

$554,642

-$45,535

Danaher Corp

2,050,000 sh

$512,193

Bath and Body Works, Inc

11,975,000 sh

-875,000 sh
-7%

$467,624

-$175,133

Apple Inc

1,950,000 sh

1,950,000 sh
NEW

$410,709

Vistra Corp.

4,470,000 sh

$384,331

Alphabet Inc

1,980,000 sh

-1,020,000 sh
-34%

$360,657

-$92,133

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

2,025,000 sh

850,000 sh
72%

$351,965

$192,106

American International Group Inc

3,450,000 sh

$256,128

Jacobs Engineering Group Inc

1,743,239 sh

-6,761 sh
0%

$243,548

-$25,480

CORPAY INC

765,000 sh

115,000 sh
18%

$203,804

$3,253

Verizon Communications Inc

4,675,000 sh

$192,797

Amphenol Corp

2,800,000 sh

2,800,000 sh
NEW

$188,636

FERGUSON PLC

965,000 sh

-125,000 sh
-11%

$186,872

-$51,217

Uber Technologies Inc

2,100,000 sh

1,600,000 sh
320%

$152,628

$114,133

Cinemark Holdings Inc

7,000,000 sh

2,000,000 sh
40%

$151,340

$61,490

KB Home

2,100,000 sh

2,100,000 sh
NEW

$147,378

Intercontinental Exchange Inc

1,000,000 sh

$136,890

Roper Technologies Inc

240,000 sh

240,000 sh
NEW

$135,098

Live Nation Entertainment Inc

1,365,000 sh

1,365,000 sh
NEW

$127,955

International Flavors & Fragrances Inc.

1,300,000 sh

-100,000 sh
-7%

$123,773

$3,387

Apollo Global Management LLC

1,000,000 sh

$118,070

Advance Auto Parts Inc

1,500,100 sh

$94,617

Hess Corp

625,000 sh

625,000 sh
NEW

$92,200

ASML HOLDING N V N Y REGISTRY SHS

80,000 sh

80,000 sh
NEW

$81,818

MSCI Inc

150,000 sh

150,000 sh
NEW

$72,263

EQT Corp

1,950,000 sh

$72,111

APOLLO GLOBAL MANAGEMENT SER

900,000 sh

$59,049

CRH PLC ORD COMMON STOCK

650,000 sh

650,000 sh
NEW

$48,737

Telephone and Data Systems Inc

2,266,060 sh

1,516,060 sh
202%

$46,975

$34,960

GLOBAL BLUE GROUP HOLDING AG ORD SHS

8,387,601 sh

$40,428

Micron Technology Inc

275,000 sh

275,000 sh
NEW

$36,139

United States Cellular Corp

545,344 sh

$30,441

HERTZ GLOBAL HLDGS INC -CW51 COM

3,970,000 sh

$9,727

Dynatrace Inc

150,000 sh

150,000 sh
NEW

$6,711

FLYEXCLUSIVE INC COM CL A Stock

1,022,000 sh

$4,119

Aurora Innovation Inc. COMMON STOCK

1,032,463 sh

$2,860

NET POWER INC *W EXP 06/08/202

500,000 sh

$1,143

AURORA INNOVATIO EQUITY WRT

1,835,000 sh

$380

FLYEXCLUSIVE INC *W EXP 05/28/202

367,499 sh

$204

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

1,333,333 sh

$107

JAWS MUSTANG ACQUISITION C A JAWS MUSTANG ACQ C CW26

1,000,000 sh

$100

S&P Global Inc.

0 sh

-335,000 sh
-100%

$0

-$142,526

Marvell Technology Inc.

0 sh

-1,525,000 sh
-100%

$0

-$108,001

Goldman Sachs Group Inc

0 sh

-250,000 sh
-100%

$0

-$104,423

WESCO International Inc.

0 sh

-525,200 sh
-100%

$0

-$89,956

Gartner Inc

0 sh

-55,000 sh
-100%

$0

-$26,217

Patterson-UTI Energy Inc

0 sh

-150,000 sh
-100%

$0

-$1,791

Third Point 13F filings

Holdings as of 2024-06-30