Third Point
Activist Investor
$2.1B Assets Reported
53 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 1,940,000 | $404M | 19.4% |
| TDS | TELEPHONE & DATA SYS INC | 6,600,000 | $278M | 13.3% |
| CRH | CRH PLC | 1,900,000 | $200M | 9.6% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 2,270,769 | $168M | 8.1% |
| CRS | CARPENTER TECHNOLOGY CORP | 310,000 | $122M | 5.9% |
| MTZ | MASTEC INC | 320,000 | $103M | 4.9% |
| DHR | DANAHER CORP DEL | 525,000 | $100M | 4.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 275,000 | $93M | 4.5% |
| APG | API GROUP CORP | 2,030,000 | $82M | 3.9% |
| LYV | LIVE NATION ENTERTAINMENT IN | 465,000 | $71M | 3.4% |
Track Third Point's 13F portfolio: $2.1B in reported holdings, 53 positions. Top holdings, AUM, and quarterly changes on SentiSense.