Third Point 13F filings
Company
Investment Type
Change
Value (x$1000)
increase or decrease
PG&E CORP COM
51,100,000 sh
1,350,000 sh
3%
3%
$877,898
-$105,660
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
1,780,000 sh
$295,480
CRH PLC ORD COMMON STOCK
2,715,000 sh
665,000 sh
32%
32%
$238,839
$48,722
BROOKFIELD CORP CL A LTD VT SH Stock
4,240,000 sh
-485,000 sh
-10%
-10%
$222,218
-$28,916
FLUTTER ENTERTAINMENT PLC COM
970,000 sh
460,000 sh
90%
90%
$214,904
$93,891
KENVUE INC COM
8,900,000 sh
8,900,000 sh
NEW
NEW
$213,422
$213,422
Capital One Financial COM
1,050,000 sh
1,050,000 sh
NEW
NEW
$188,265
$188,265
SPDR S&P 500 ETF TR PUT
Put options for 330,000 sh
330,000 sh
NEW
NEW
$184,478
$184,478
United States Steel Corp. COM
3,625,000 sh
3,625,000 sh
NEW
NEW
$153,193
$153,193
DISCOVER FINL SVCS COM
740,000 sh
740,000 sh
NEW
NEW
$126,318
$126,318
Talen Energy Corp COM
585,000 sh
585,000 sh
NEW
NEW
$116,807
$116,807
PRIMO BRAND CORP-A COM
2,775,000 sh
2,775,000 sh
NEW
NEW
$98,485
$98,485
APOLLO GLOBAL MANAGEMENT SER
900,000 sh
$65,781
Sharkninja Inc COM
550,000 sh
550,000 sh
NEW
NEW
$45,876
$45,876
SEADRILL 2021 LTD COM
1,025,000 sh
1,025,000 sh
NEW
NEW
$25,625
$25,625
PG&E CORP NOTE 4.250\%12/0
$10,000,000 in bonds
$10,000,000 in bonds
$10,577
$10,577
HERTZ GLOBAL HLDGS INC -CW51 COM
3,970,000 sh
$8,972
Aurora Innovation Inc. COMMON STOCK
1,032,463 sh
$6,943
PG&E CORP PFD CONV SER A
140,000 sh
140,000 sh
NEW
NEW
$6,264
$6,264
FLYEXCLUSIVE INC COM CL A Stock
1,022,000 sh
$3,178
AURORA INNOVATIO EQUITY WRT
1,835,000 sh
$2,587
NET POWER INC *W EXP 06/08/202
500,000 sh
$153
FLYEXCLUSIVE INC *W EXP 05/28/202
367,499 sh
$37
GLOBAL BLUE GROUP HOLDING AG *W EXP 08/28/202
1,333,333 sh
$30
GLOBAL BLUE GROUP HOLDING AG ORD SHS
0 sh
-8,387,601 sh
-100%
-100%
$0
-$45,880
HAWAIIAN ELEC INDUSTRIES COM
0 sh
-1,535,000 sh
-100%
-100%
$0
-$14,859
JAWS MUSTANG ACQUISITION C A JAWS MUSTANG ACQ C CW26
0 sh
-1,000,000 sh
-100%
-100%
$0
-$23