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THIRD POINT LLC Information

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

Report Date: 03/31/2019

Position Statistics

Total Positions 35
New Positions 12
Increased Positions 13
Decreased Positions 12
Positions with Activity 25
Sold Out Positions 4
Total Mkt Value (in $ millions) 8,846

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

Sector Weighting

Energy 2.06%
Basic Materials 5.26%
Industrials 15.23%
Consumer Cyclicals 8.7%
Consumer Non-Cyclicals 11.72%
Financials 4.31%
Healthcare 36.25%
Technology 16.48%
Telecommunication Services
Utilities

35 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAXTER INTL INC COM 2,127,440 New 28,000,000
UNITED TECHNOLOGIES CORP COM 866,700 866,700 New 6,480,000
CAMPBELL SOUP CO COM 821,730 New 21,000,000
DANAHER CORPORATION COM 486,381 78,660 19.29 3,710,000
PAYPAL HLDGS INC COM 394,800 -59,220 (13.04) 3,500,000
FOX CORP CL A COM 364,057 364,057 New 9,755,000
DOWDUPONT INC COM 270,833 -28,189 (9.43) 8,745,000
WORLDPAY INC CL A 264,814 -51,759 (16.35) 2,200,000
ADOBE INC COM 251,865 New 900,000
SOTHEBYS COM 249,677 New 6,661,604
VISA INC COM CL A 246,135 New 1,500,000
IQVIA HLDGS INC COM 217,882 New 1,630,000
CONSTELLATION BRANDS INC CL A 215,030 -143,353 (40) 1,050,000
BOSTON SCIENTIFIC CORP COM 186,600 186,600 New 5,000,000
MARATHON PETE CORP COM 181,825 181,825 New 3,500,000
SALESFORCE COM INC COM 181,620 New 1,175,000
AMERICAN EXPRESS CO COM 178,605 -166,698 (48.28) 1,500,000
CELGENE CORP COM 166,985 166,985 New 1,750,000
S&P GLOBAL INC COM 161,834 -8,518 (5) 760,000
FAR PT ACQUISITION CORP COM CL A 157,474 New 15,692,500