FilingSpy

Third Point LLC (Dan Loeb) - FilingSpy

Dan Loeb

Third Point LLC

Dan Loeb

$8.74B

Overview Activity Holdings

Buys

Apple Inc

$410.71M

+1.95M shares

APHNEW

Amphenol Corp

$188.64M

+2.80M shares

KBHNEW

Kb Home

$147.38M

+2.10M shares

ROPNEW

Roper Technologies Inc

$135.10M

+240.0K shares

LYVNEW

Live Nation Entertainment, Inc.

$127.96M

+1.36M shares

HESNEW

Hess Corporation

$92.20M

+625.0K shares

Asml Holding NV

$81.82M

+80.0K shares

Msci Inc.

$72.26M

+150.0K shares

CRHNEW

Crh Plc

$48.74M

+650.0K shares

MUNEW

Micron Technology Inc

$36.14M

+275.0K shares

DTNEW

Dynatrace Inc

$6.71M

+150.0K shares

Taiwan Semiconductor Manufacturing Co. Ltd.

$159.86M + $192.11M =$351.97M

1.18M+850.0K (+72.34%)

Corpay Inc

$200.55M + $3.25M =$203.80M

650.0K+115.0K (+17.69%)

Uber Technologies Inc

$38.49M + $114.13M =$152.63M

500.0K+1.60M (+320.00%)

Cinemark Holdings Inc

$89.85M + $61.49M =$151.34M

5.00M+2.00M (+40.00%)

Sells

ITEXIT

Gartner Inc

$26.22M - $26.22M =Closed

-55.0K shares (100%)

GSEXIT

The Goldman Sachs Group, Inc.

$104.42M - $104.42M =Closed

-250.0K shares (100%)

MRVLEXIT

Marvell Technology Inc

$108.00M - $108.00M =Closed

-1.52M shares (100%)

PTENEXIT

Patterson-Uti Energy Inc

$1.79M - $1.79M =Closed

-150.0K shares (100%)

SPGIEXIT

S&P Global Inc.

$142.53M - $142.53M =Closed

-335.0K shares (100%)

WCCEXIT

Wesco International Inc

$89.96M - $89.96M =Closed

-525.2K shares (100%)

PG&E Corporation

$969.73M - $31.26M =$938.48M

53.75M left-4.11M (-7.10%)

Microsoft Corporation

$742.57M - $36.39M =$706.18M

1.58M left-185.0K (-10.48%)

Meta Platforms Inc

$600.18M - $45.53M =$554.64M

1.10M left-136.0K (-11.00%)

Bath & Body Works Inc

$642.76M - $175.13M =$467.62M

11.97M left-875.0K (-6.81%)

Alphabet Inc

$452.79M - $92.13M =$360.66M

1.98M left-1.02M (-34.00%)

Jacobs Solutions Inc

$269.03M - $25.48M =$243.55M

1.74M left-6.8K (-0.39%)

Ferguson Enterprises Inc

$238.09M - $51.22M =$186.87M

965.0K left-125.0K (-11.47%)

International Flavors & Fragrances Inc

$120.39M =$123.77M

1.30M left-100.0K (-7.14%)

Telephone and Data Systems Inc

$46.25M =$46.98M

2.27M left-620.8K (-21.50%)