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) 8,310

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

Sector Weighting

Basic Materials 19.54%
Capital Goods 4.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.74%
Energy 10.5%
Financial 4.02%
Healthcare 7.94%
Services 15.86%
Technology 13.96%
Transportation 1.86%
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 1,176,560 790,167 204.50 22,000,000
ALLY FINL INC COM 1,092,456 1,092,456 New 45,595,000
ACTAVIS PLC SHS 596,900 New 2,500,000
AMERICAN INTL GROUP INC COM NEW 333,720 New 6,000,000
RACKSPACE HOSTING INC COM 285,215 285,215 New 7,250,000
SOTHEBYS COM 255,626 New 6,650,000
DOLLAR GEN CORP NEW COM 255,440 63,860 33.33 4,000,000
T-MOBILE US INC COM 242,240 -45,420 (15.79) 8,000,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 234,688 135,180 135.85 6,250,000
CF INDS HLDGS INC COM 230,286 -15,649 (6.36) 905,000
LIBERTY GLOBAL PLC SHS CL C 222,494 -4,198 (1.85) 5,300,000
WILLIAMS COS INC DEL COM 214,950 -71,650 (25) 3,750,000
MASCO CORP COM 205,530 90,675 78.95 8,500,000
ANADARKO PETE CORP COM 203,319 21,402 11.77 1,900,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 200,305 45,784 29.63 1,750,000
ROPER INDS INC NEW COM 192,244 22,182 13.04 1,300,000
CONSTELLATION BRANDS INC CL A 191,708 21,785 12.82 2,200,000
CHENIERE ENERGY INC COM NEW 188,010 -62,670 (25) 2,250,000
AVAGO TECHNOLOGIES LTD SHS 175,840 New 2,000,000
HERTZ GLOBAL HOLDINGS INC COM 158,700 -6,900 (4.17) 5,750,000