THIRD POINT LLC Information

390 PARK AVENUE, NEW YORK, New York, 10022, (212) 224-7400

Report Date: 06/30/2014

Position Statistics

Total Positions 57
New Positions 11
Increased Positions 23
Decreased Positions 28
Positions with Activity 51
Sold Out Positions 17
Total Mkt Value (in $ millions) 7,784

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 19.29%
Capital Goods 4.31%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.96%
Energy 9.85%
Financial 4.02%
Healthcare 8.57%
Services 16.12%
Technology 13.61%
Transportation 2.11%
Utilities

57 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DOW CHEM CO COM 1,060,620 712,303 204.50 22,000,000
ALLY FINL INC COM 988,956 988,956 New 45,595,000
ACTAVIS PLC SHS 600,825 New 2,500,000
AMERICAN INTL GROUP INC COM NEW 312,960 New 6,000,000
RACKSPACE HOSTING INC COM 261,725 261,725 New 7,250,000
SOTHEBYS COM 250,572 New 6,650,000
DOLLAR GEN CORP NEW COM 249,000 62,250 33.33 4,000,000
CF INDS HLDGS INC COM 235,671 -16,015 (6.36) 905,000
LIBERTY GLOBAL PLC SHS CL C 230,603 -4,351 (1.85) 5,300,000
T-MOBILE US INC COM 224,960 -42,180 (15.79) 8,000,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 200,938 115,740 135.85 6,250,000
WILLIAMS COS INC DEL COM 199,650 -66,550 (25) 3,750,000
ROPER INDS INC NEW COM 196,534 22,677 13.04 1,300,000
MASCO CORP COM 196,180 86,550 78.95 8,500,000
CONSTELLATION BRANDS INC CL A 194,216 22,070 12.82 2,200,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 190,313 43,500 29.63 1,750,000
ANADARKO PETE CORP COM 172,862 18,196 11.77 1,900,000
CHENIERE ENERGY INC COM NEW 164,025 -54,675 (25) 2,250,000
FEDEX CORP COM 163,880 -163,880 (50) 1,000,000
AVAGO TECHNOLOGIES LTD SHS 163,700 New 2,000,000


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