THIRD POINT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 62
New Positions 21
Increased Positions 30
Decreased Positions 27
Positions with Activity 57
Sold Out Positions 16
Total Mkt Value (in $ millions) 6,858

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

Sector Weighting

Basic Materials 14.84%
Capital Goods 2.73%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.51%
Energy 15.09%
Financial 6.72%
Healthcare 8.38%
Services 23.39%
Technology 14.21%
Transportation 4.4%
Utilities

62 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACTAVIS PLC SHS 543,625 543,625 New 2,500,000
DOW CHEM CO COM 388,055 -26,855 (6.47) 7,225,000
AMERICAN INTL GROUP INC COM NEW 324,960 -81,240 (20) 6,000,000
FEDEX CORP COM 301,720 -75,430 (20) 2,000,000
T-MOBILE US INC COM 296,305 58,481 24.59 9,500,000
WILLIAMS COS INC DEL COM 291,000 43,650 17.65 5,000,000
SOTHEBYS COM 271,054 12,228 4.72 6,650,000
CF INDS HLDGS INC COM 244,148 244,148 New 966,500
CHENIERE ENERGY INC COM NEW 226,350 -15,090 (6.25) 3,000,000
LIBERTY GLOBAL PLC SHS CL C 221,346 4,002 1.84 5,400,000
ANADARKO PETE CORP COM 185,657 -44,230 (19.24) 1,700,000
VERIZON COMMUNICATIONS INC COM 179,480 179,480 New 3,500,000
CITRIX SYS INC COM 171,794 171,794 New 2,550,000
HERTZ GLOBAL HOLDINGS INC COM 170,640 New 6,000,000
CONSTELLATION BRANDS INC CL A 168,792 -4,328 (2.5) 1,950,000
DOLLAR GEN CORP NEW COM 166,830 41,708 33.33 3,000,000
ROPER INDS INC NEW COM 164,174 164,174 New 1,150,000
INTL PAPER CO COM 149,760 -49,920 (25) 3,000,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 149,688 149,688 New 1,350,000
CABOT OIL & GAS CORP COM 146,790 48,930 50 4,500,000