13F filing recap · Q3 2020
What did Third Point LLC buy in Q3 2020?
Reported stock-position changes between this filing and the previous one.
Stock value
$9.96B
Positions
46
Estimated turnover
50.1%
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
PCGPG&E Corp$797.54Mreported value+84.94M sharesMSFTMicrosoft Corporation$231.36Mreported value+1.10M sharesFTVFortive Corp$228.63Mreported value+3.00M sharesTDGTransdigm Group Incorporated$206.68Mreported value+435.0K sharesEXPEExpedia Group, Inc.$149.00Mreported value+1.63M sharesPINSPinterest, Inc.$148.50Mreported value+3.58M sharesAVTRAvantor, Inc.$112.45Mreported value+5.00M sharesPCGPG&E Corp$78.47Mreported value+800.0K sharesGBGlobal Blue Group Holding AG$72.43Mreported value+10.42M sharesCZRCaesars Entertainment, Inc.$56.06Mreported value+1.00M sharesBFT.UFoley Trasimene Acquisition Corp II$51.00Mreported value+5.00M sharesPLNTPlanet Fitness, Inc.$47.58Mreported value+772.2K sharesRTPReinvent Technology Partners$34.47Mreported value+3.00M sharesGOAC.UGo Acquisition Corp$30.24Mreported value+3.00M sharesGDRXGoodrx Holdings, Inc.$27.80Mreported value+500.0K sharesCRHCCohn Robbins Holdings Corp$25.23Mreported value+2.50M sharesPLTRPalantir Technologies Inc.$21.27Mreported value+2.36M sharesTXG10x Genomics, Inc.$15.37Mreported value+123.3K sharesPTVEPactiv Evergreen Inc.$6.35Mreported value+500.0K sharesCDChaince Digital Holdings Inc.$5.68Mreported value+350.0K sharesGBGlobal Blue Group Holding AG$852.0Kreported value+1.33M shares