13F filing recap · Q2 2019
What did Third Point LLC buy in Q2 2019?
Reported stock-position changes between this filing and the previous one.
Stock value
$8.54B
Positions
42
Estimated turnover
26.5%
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
CNCCentene Corporation$131.10Mreported value+2.50M sharesBURLBurlington Stores, Inc.$119.11Mreported value+700.0K sharesGTTGtt Communications Inc$53.95Mreported value+3.07M sharesTWTradeweb Markets Inc.$43.81Mreported value+1.00M sharesCOLDAmericold Realty Trust, Inc.$41.50Mreported value+1.28M sharesCCOClear Channel Outdoor Holdings, Inc.$37.76Mreported value+8.00M sharesPINSPinterest, Inc.$36.88Mreported value+1.35M sharesTWLOTwilio Inc.$20.45Mreported value+150.0K sharesZMZoom Communications, Inc.$17.80Mreported value+200.5K sharesPSNParsons Corporation$11.06Mreported value+300.0K sharesRPLAUReplay Acquisition Corp$10.02Mreported value+1.00M sharesCRWDCrowdstrike Holdings, Inc.$6.83Mreported value+100.0K sharesGOGrocery Outlet Holding Corp.$5.92Mreported value+180.0K sharesVICIVici Properties Inc.$4.26Mreported value+193.5K sharesLINXLinx S.a.$1.83Mreported value+200.5K sharesFIFrank'S International N.v.$410.0Kreported value+75.0K shares