Third Point 13F filings

PG&E CORP COM

57,860,000 sh

$969,734

Amazon.com Inc

5,100,000 sh

900,000 sh
21%

$919,938

$281,790

Microsoft Corp

1,765,000 sh

-250,000 sh
-12%

$742,571

-$15,150

Bath and Body Works, Inc

12,850,000 sh

-1,000,000 sh
-7%

$642,757

$44,991

Meta Platforms, Inc.

1,236,000 sh

76,000 sh
7%

$600,177

$189,583

Danaher Corp

2,050,000 sh

$511,926

Alphabet Inc

3,000,000 sh

3,000,000 sh
NEW

$452,790

Vistra Corp.

4,470,000 sh

-130,000 sh
-3%

$311,336

$134,144

American International Group Inc

3,450,000 sh

$269,687

Jacobs Engineering Group Inc

1,750,000 sh

$269,028

FERGUSON PLC

1,090,000 sh

$238,089

CORPAY INC

650,000 sh

35,000 sh
6%

$200,551

$26,746

Verizon Communications Inc

4,675,000 sh

$193,037

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,175,000 sh

$159,859

S&P Global Inc.

335,000 sh

335,000 sh
NEW

$142,526

Intercontinental Exchange Inc

1,000,000 sh

300,000 sh
43%

$137,430

$47,529

Advance Auto Parts Inc

1,500,100 sh

1,500,100 sh
NEW

$127,234

International Flavors & Fragrances Inc.

1,400,000 sh

-660,000 sh
-32%

$120,386

-$46,412

Apollo Global Management LLC

1,000,000 sh

100,000 sh
11%

$112,450

$28,579

Marvell Technology Inc.

1,525,000 sh

1,525,000 sh
NEW

$108,001

Goldman Sachs Group Inc

250,000 sh

250,000 sh
NEW

$104,423

WESCO International Inc.

525,200 sh

25,200 sh
5%

$89,956

$3,016

Cinemark Holdings Inc

5,000,000 sh

5,000,000 sh
NEW

$89,850

EQT Corp

1,950,000 sh

$72,287

APOLLO GLOBAL MANAGEMENT SER

900,000 sh

$57,375

GLOBAL BLUE GROUP HOLDING AG ORD SHS

8,387,601 sh

$43,951

Uber Technologies Inc

500,000 sh

-500,000 sh
-50%

$38,495

-$23,075

Telephone and Data Systems Inc

2,136,832 sh

$34,232

Gartner Inc

55,000 sh

55,000 sh
NEW

$26,217

United States Cellular Corp

545,344 sh

$19,905

HERTZ GLOBAL HLDGS INC -CW51 COM

3,970,000 sh

$17,627

Telephone and Data Systems Inc

Call options for 750,000 sh

750,000 sh
NEW

$12,015

FLYEXCLUSIVE INC COM CL A Stock

1,022,000 sh

$4,415

Aurora Innovation Inc. COMMON STOCK

1,032,463 sh

$2,912

Patterson-UTI Energy Inc

150,000 sh

150,000 sh
NEW

$1,791

NET POWER INC *W EXP 06/08/202

500,000 sh

$1,450

AURORA INNOVATIO EQUITY WRT

1,835,000 sh

$495

JAWS MUSTANG ACQUISITION C A JAWS MUSTANG ACQ C CW26

1,000,000 sh

$215

FLYEXCLUSIVE INC *W EXP 05/28/202

367,499 sh

$158

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

1,333,333 sh

$45

United States Steel Corp.

0 sh

-5,500,000 sh
-100%

$0

-$267,575

DuPont de Nemours Inc.

0 sh

-3,465,000 sh
-100%

$0

-$266,562

McKesson Corp.

0 sh

-165,000 sh
-100%

$0

-$76,392

BioMarin Pharmaceutical Inc.

0 sh

-385,000 sh
-100%

$0

-$37,122

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

0 sh

-1,000,000 sh
-100%

$0

-$127

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

0 sh

-250,000 sh
-100%

$0

-$5

Third Point 13F filings

Holdings as of 2024-03-31