13F filing recap · Q4 2012

What did Third Point LLC buy in Q4 2012?

Reported stock-position changes between this filing and the previous one.

Stock value

$5.46B

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

YHOOAltaba Inc.$1.45Breported value+73.00M shares AIGAmerican International Group, Inc.$653.05Mreported value+18.50M shares DLPHDelphi Automotive Plc$382.50Mreported value+10.00M shares MURMurphy Oil Corporation$370.10Mreported value+6.21M shares NWSANews Corporation$178.57Mreported value+7.00M shares TSOTesoro Corporation$160.78Mreported value+3.65M shares MSMorgan Stanley$148.18Mreported value+7.75M shares LYBLyondellbasell Industries N.v.$137.02Mreported value+2.40M shares NXYNexen Inc$134.70Mreported value+5.00M shares SYMCSymantec Corporation$126.09Mreported value+6.70M shares EQIXEquinix Inc$108.25Mreported value+525.0K shares LBTYALiberty Global Ltd.$103.88Mreported value+1.65M shares HLFHerbalife Ltd.$102.11Mreported value+3.10M shares AGUAgrium Inc$99.87Mreported value+1.00M shares DGDollar General Corp$94.79Mreported value+2.15M shares WCCWesco International, Inc.$91.03Mreported value+1.35M shares STSensata Technologies Holding Plc$89.32Mreported value+2.75M shares ILMNIllumina, Inc.$83.39Mreported value+1.50M shares CCECoca-Cola Enterprises Inc$79.33Mreported value+2.50M shares HSHHillshire Brands Co$75.98Mreported value+2.70M shares LNGCheniere Energy, Inc.$75.12Mreported value+4.00M shares LBTYALiberty Global Ltd.$73.44Mreported value+1.25M shares STZConstellation Brands, Inc.$67.24Mreported value+1.90M shares PVHPvh Corp.$66.61Mreported value+600.0K shares IPInternational Paper Company$59.76Mreported value+1.50M shares LPXLouisiana-Pacific Corporation$57.96Mreported value+3.00M shares ABTAbbott Laboratories$57.48Mreported value+1.83M shares COFCapital One Financial Corp$52.14Mreported value+900.0K shares FWLTFoster Wheeler AG$51.07Mreported value+2.10M shares ARIAAriad Pharmaceuticals Inc$47.95Mreported value+2.50M shares CPWRCompuware Corporation$38.05Mreported value+3.50M shares EAElectronic Arts Inc.$34.85Mreported value+2.40M shares ENPHEnphase Energy, Inc.$27.19Mreported value+7.45M shares GLDSpdr® Gold Trust$21.06Mreported value+130.0K shares TDGTransdigm Group Incorporated$20.45Mreported value+150.0K shares EGNEnergen Corp$19.16Mreported value+425.0K shares ABBVAbbvie Inc.$14.21Mreported value+416.0K shares BIOFBlue Biofuels, Inc.$3.84Mreported value+1.04M shares