Profiles >> Third Point LLC >> 13Fs >> 2019-09-30

Third Point LLC

Last Updated: 3/2/2021

Third Point LLC is a Limited Liability Company that started in 1995 and is primarily owned and controlled by Daniel S. Loeb. To see a profile of the company, click here.

Below is the 13F Filing for Third Point LLC for Report Period 2019-09-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2019-09-30

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ADOBE INC COM 00724F101 227906 825000 SH SOLE 825000 0 0
AFYA LTD CL A COM G01125106 10256 400000 SH SOLE 400000 0 0
ALLERGAN PLC SHS G0177J108 605844 3600000 SH SOLE 3600000 0 0
AMERICOLD RLTY TR COM 03064D108 47450 1280000 SH SOLE 1280000 0 0
ANSYS INC COM 03662Q105 34820 157300 SH SOLE 157300 0 0
BAXTER INTL INC COM 071813109 1473870 16850000 SH SOLE 16850000 0 0
BLACK KNIGHT INC COM 09215C105 106855 1750000 SH SOLE 1750000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 203450 5000000 SH SOLE 5000000 0 0
BURLINGTON STORES INC COM 122017106 299730 1500000 SH SOLE 1500000 0 0
CAMPBELL SOUP CO COM 134429109 797640 17000000 SH SOLE 17000000 0 0
CENTENE CORP DEL COM 15135B101 103824 2400000 SH SOLE 2400000 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 13230 5250000 SH SOLE 5250000 0 0
COLFAX CORP COM 194014106 58120 2000000 SH SOLE 2000000 0 0
DANAHER CORPORATION COM 235851102 535835 3710000 SH SOLE 3710000 0 0
ENVISTA HLDGS CORP COM 29415F104 22304 800000 SH SOLE 800000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 204 10000 SH SOLE 10000 0 0
FAR PT ACQUISITION CORP CL A FOUNDERS SH 30734W109 160377 15692500 SH SOLE 15692500 0 0
FAR PT ACQUISITION CORP UNIT 06/01/2025 30734W208 42760 4000000 SH SOLE 4000000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 331899 2499989 SH SOLE 2499989 0 0
FIVE BELOW INC COM 33829M101 107185 850000 SH SOLE 850000 0 0
FOX CORP CL A COM 35137L105 252280 8000000 SH SOLE 8000000 0 0
GODADDY INC CL A 380237107 32990 500000 SH SOLE 500000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 6242 180000 SH SOLE 180000 0 0
GTT COMMUNICATIONS INC COM 362393100 28873 3065078 SH SOLE 3065078 0 0
HD SUPPLY HLDGS INC COM 40416M105 39175 1000000 SH SOLE 1000000 0 0
IQVIA HLDGS INC COM 46266C105 298760 2000000 SH SOLE 2000000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 3339 39364 SH SOLE 39364 0 0
KADMON HLDGS INC COM 48283N106 23708 9407745 SH SOLE 9407745 0 0
MICROSOFT CORP COM 594918104 83418 600000 SH SOLE 600000 0 0
PAYPAL HLDGS INC COM 70450Y103 279693 2700000 SH SOLE 2700000 0 0
REPLAY ACQUISITION CORP UNIT 03/01/2024 G75130123 10258 1000000 SH SOLE 1000000 0 0
S&P GLOBAL INC COM 78409V104 195984 800000 SH SOLE 800000 0 0
SALESFORCE COM INC COM 79466L302 371100 2500000 SH SOLE 2500000 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 10410 750000 SH SOLE 750000 0 0
SONY CORP SPONSORED ADR 835699307 88695 1500000 SH SOLE 1500000 0 0
SOTHEBYS COM 835898107 379578 6661604 SH SOLE 6661604 0 0
TRADEWEB MKTS INC CL A 892672106 15716 425000 SH SOLE 425000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 819120 6000000 SH SOLE 6000000 0 0
VISA INC COM CL A 92826C839 258015 1500000 SH SOLE 1500000 0 0
ZENDESK INC COM 98936J101 36440 500000 SH SOLE 500000 0 0