Third Point 13F filings

PG&E CORP COM

49,750,000 sh

-4,000,000 sh
-7%

$983,558

$45,083

Amazon.com Inc

3,700,000 sh

-1,400,000 sh
-27%

$689,421

-$296,154

Danaher Corp

1,950,000 sh

-100,000 sh
-5%

$542,139

$29,946

Vistra Corp.

3,175,000 sh

-1,295,000 sh
-29%

$376,365

-$7,966

Bath and Body Works, Inc

11,785,000 sh

-190,000 sh
-2%

$376,177

-$91,447

Microsoft Corp

870,000 sh

-710,000 sh
-45%

$374,361

-$331,820

Intercontinental Exchange Inc

2,085,000 sh

1,085,000 sh
109%

$334,934

$198,044

Meta Platforms, Inc.

545,000 sh

-555,000 sh
-50%

$311,980

-$242,662

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,780,000 sh

-245,000 sh
-12%

$309,133

-$42,832

Live Nation Entertainment Inc

2,340,000 sh

975,000 sh
71%

$256,207

$128,252

BROOKFIELD CORP CL A LTD VT SH Stock

4,725,000 sh

4,725,000 sh
NEW

$251,134

CORPAY INC

765,000 sh

$239,261

Apple Inc

930,000 sh

-1,020,000 sh
-52%

$216,690

-$194,019

Jacobs Engineering Group Inc

1,650,000 sh

-93,239 sh
-5%

$215,985

-$27,563

Cinemark Holdings Inc

7,000,000 sh

$194,880

FERGUSON PLC NEW COMMON STOCK NEW

965,000 sh

$191,620

CRH PLC ORD COMMON STOCK

2,050,000 sh

1,400,000 sh
215%

$190,117

$141,380

Roper Technologies Inc

240,000 sh

$133,546

FLUTTER ENTERTAINMENT PLC COM

510,000 sh

510,000 sh
NEW

$121,013

Apollo Global Management LLC

950,000 sh

-50,000 sh
-5%

$118,665

$595

LPL Financial Holdings Inc

485,000 sh

485,000 sh
NEW

$112,826

Carpenter Technology Corp

660,000 sh

660,000 sh
NEW

$105,323

Tesla Inc

400,000 sh

400,000 sh
NEW

$104,652

Amphenol Corp

1,600,000 sh

-1,200,000 sh
-43%

$104,256

-$84,380

CVS Health Corp.

1,575,000 sh

1,575,000 sh
NEW

$99,036

Hess Corp

625,000 sh

$84,875

ANSYS Inc.

255,000 sh

255,000 sh
NEW

$81,251

EQT Corp

1,950,000 sh

$71,448

Telephone and Data Systems Inc

2,875,000 sh

608,940 sh
27%

$66,844

$19,869

APOLLO GLOBAL MANAGEMENT SER

900,000 sh

$61,191

GLOBAL BLUE GROUP HOLDING AG ORD SHS

8,387,601 sh

$45,880

United States Cellular Corp

545,344 sh

$29,803

HAWAIIAN ELEC INDUSTRIES COM

1,535,000 sh

1,535,000 sh
NEW

$14,859

HERTZ GLOBAL HLDGS INC -CW51 COM

3,970,000 sh

$8,694

Aurora Innovation Inc. COMMON STOCK

1,032,463 sh

$6,112

FLYEXCLUSIVE INC COM CL A Stock

1,022,000 sh

$3,046

AURORA INNOVATIO EQUITY WRT

1,835,000 sh

$1,521

Clear Channel Outdoor Holdings Inc

850,000 sh

850,000 sh
NEW

$1,360

NET POWER INC *W EXP 06/08/202

500,000 sh

$580

FLYEXCLUSIVE INC *W EXP 05/28/202

367,499 sh

$118

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

1,333,333 sh

$112

JAWS MUSTANG ACQUISITION C A JAWS MUSTANG ACQ C CW26

1,000,000 sh

$23

Alphabet Inc

0 sh

-1,980,000 sh
-100%

$0

-$360,657

American International Group Inc

0 sh

-3,450,000 sh
-100%

$0

-$256,128

Verizon Communications Inc

0 sh

-4,675,000 sh
-100%

$0

-$192,797

Uber Technologies Inc

0 sh

-2,100,000 sh
-100%

$0

-$152,628

KB Home

0 sh

-2,100,000 sh
-100%

$0

-$147,378

International Flavors & Fragrances Inc.

0 sh

-1,300,000 sh
-100%

$0

-$123,773

Advance Auto Parts Inc

0 sh

-1,500,100 sh
-100%

$0

-$94,617

ASML HOLDING N V N Y REGISTRY SHS

0 sh

-80,000 sh
-100%

$0

-$81,818

MSCI Inc

0 sh

-150,000 sh
-100%

$0

-$72,263

Micron Technology Inc

0 sh

-275,000 sh
-100%

$0

-$36,139

Dynatrace Inc

0 sh

-150,000 sh
-100%

$0

-$6,711

Third Point 13F filings

Holdings as of 2024-09-30