Third Point
SuperinvestorThird Point LLC
- SEC CIK
- 0001040273
- Manager
- Daniel Loeb
- Style
- Activist, Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 75
- −17 vs. Q4 2021
- Portfolio value
- $7.68B
- −$6.64B (−46.4%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Hippo Hldgs Inc433539111 | *W EXP 99/99/999 | 240,000 | $82.0K | <0.1% | 00.0% | Unchanged | – |
| Eg Acquisition Corp26846A118 | *W EXP 05/28/202 | 367,499 | $85.0K | <0.1% | 00.0% | Unchanged | – |
| TLG Acquisition One Corp87257M116 | *W EXP 01/25/202 | 500,000 | $99.0K | <0.1% | 00.0% | Unchanged | – |
| Social Leverage Acquisn Corp83363K110 | *W EXP 02/17/202 | 250,000 | $100.0K | <0.1% | 00.0% | Unchanged | – |
| Logistics Innovtn Technlgs C54141L118 | *W EXP 06/15/202 | 333,332 | $120.0K | <0.1% | 00.0% | Unchanged | – |
| Go Acquisition Corp362019119 | *W EXP 08/31/202 | 1,000,000 | $180.0K | <0.1% | 00.0% | Unchanged | – |
| Jaws Hurricane Acquisitn Cor47201B111 | *W EXP 03/26/202 | 248,184 | $186.0K | <0.1% | 00.0% | Unchanged | – |
| GRABWGrab Holdings Ltd | *W EXP 12/01/202 | 300,000 | $231.0K | <0.1% | 00.0% | Unchanged | History |
| Rice Acquisition Corp IIG75529126 | *W EXP 99/99/999 | 375,000 | $233.0K | <0.1% | 00.0% | Unchanged | – |
| Blue Whale Acquisition CorpG1330M129 | *W EXP 07/30/202 | 500,000 | $250.0K | <0.1% | 00.0% | Unchanged | – |
| Compute Health Acquisitin Co204833115 | *W EXP 01/25/202 | 625,000 | $303.0K | <0.1% | 00.0% | Unchanged | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,000,000 | $337.0K | <0.1% | 00.0% | Unchanged | – |
| Avanti Acquisition CorpG0682V125 | *W EXP 99/99/999 | 1,500,000 | $390.0K | <0.1% | 00.0% | Unchanged | – |
| Starry Group Holdings, Inc.85572U110 | *W EXP 99/99/999 | 505,000 | $444.0K | <0.1% | +505,000 | New | – |
| JWSWFJaws Mustang Acquisition Corp | *W EXP 01/30/202 | 1,000,000 | $490.0K | <0.1% | 00.0% | Unchanged | History |
| Global Blue Group Holding AGH33700115 | *W EXP 08/28/202 | 1,333,333 | $540.0K | <0.1% | 00.0% | Unchanged | – |
| TMC the metals Co Inc.87261Y114 | *W EXP 09/09/202 | 1,000,000 | $590.0K | <0.1% | 00.0% | Unchanged | – |
| Cohn Robbins Holdings CorpG23726113 | *W EXP 08/28/202 | 833,332 | $642.0K | <0.1% | 00.0% | Unchanged | – |
| Far Peak Acquisition CorpG3312L111 | *W EXP 12/07/202 | 666,666 | $1.09M | <0.1% | 00.0% | Unchanged | – |
| AUROWAurora Innovation, Inc. | EQUITY WRT | 1,835,000 | $2.72M | <0.1% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 987,114 | $4.50M | 0.1% | +987,114 | New | History |
| AURAurora Innovation, Inc. | CLASS A COM | 1,032,463 | $5.77M | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 72,450 | $6.04M | 0.1% | −9,666−11.8% | Reduced | – |
| WDCWestern Digital Corp | COM | 146,468 | $7.27M | 0.1% | +146,468 | New | History |
| HCNEJaws Hurricane Acquisition Corp | CLASS A COM | 992,739 | $9.70M | 0.1% | 00.0% | Unchanged | History |
| Logistics Innovtn Technlgs C54141L100 | CLASS A COM | 1,000,000 | $9.71M | 0.1% | 00.0% | Unchanged | – |
| Social Leverage Acquisn Corp83363K102 | COM CL A | 1,000,000 | $9.79M | 0.1% | 00.0% | Unchanged | – |
| Disruptive Acquisition CorpG2770Y110 | UNIT 03/06/2026 | 1,000,000 | $9.91M | 0.1% | 00.0% | Unchanged | – |
| Eg Acquisition Corp26846A100 | COM CL A | 1,102,500 | $10.7M | 0.1% | 00.0% | Unchanged | – |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 1,200,000 | $11.8M | 0.2% | 00.0% | Unchanged | History |
| Lerer Hippeau Acquisition Corp.526749106 | CL A | 1,250,000 | $12.3M | 0.2% | 00.0% | Unchanged | – |
| Altimeter Growth Corp 2G0371B109 | COM CL A | 1,285,000 | $12.6M | 0.2% | 00.0% | Unchanged | – |
| WGSGeneDx Holdings Corp. | COMMON STOCK | 4,295,000 | $13.2M | 0.2% | 00.0% | Unchanged | History |
| Rice Acquisition Corp IIG75529100 | SHS CL A | 1,500,000 | $14.8M | 0.2% | 00.0% | Unchanged | – |
| IACCION Acquisition Corp 3 Ltd. | SHS CL A | 1,800,000 | $17.5M | 0.2% | 00.0% | Unchanged | History |
| Blue Whale Acquisition Cor AG1330M103 | CLASS A ORD SHS | 2,000,000 | $19.5M | 0.3% | 00.0% | Unchanged | – |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 2,000,000 | $19.5M | 0.3% | 00.0% | Unchanged | – |
| Compute Health Acquisitin Co204833107 | COM CL A | 2,500,000 | $24.4M | 0.3% | 00.0% | Unchanged | – |
| SHCOSoho House & Co Inc. | COM CL A | 3,600,000 | $27.9M | 0.4% | −150,000−4.0% | Reduced | History |
| Avanti Acquisition CorpG0682V109 | SHS CL A | 3,000,000 | $29.6M | 0.4% | 00.0% | Unchanged | – |
| Go Acquisition Corp362019101 | COM | 3,000,000 | $29.7M | 0.4% | 00.0% | Unchanged | – |
| CVECenovus Energy Inc. | COM | 2,000,000 | $33.4M | 0.4% | +2,000,000 | New | History |
| JWSMFJaws Mustang Acquisition Corp | SHS CL A | 4,000,000 | $39.2M | 0.5% | 00.0% | Unchanged | History |
| Global Blue Group Holding AGH33700107 | ORD SHS | 8,537,601 | $47.0M | 0.6% | −42,468−0.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 17,500 | $57.0M | 0.7% | −217,500−92.6% | Reduced | History |
| LESLLeslie's, Inc. | COM | 3,000,000 | $58.1M | 0.8% | −2,950,000−49.6% | Reduced | History |
| VTYXVentyx Biosciences, Inc. | COM | 4,312,834 | $58.5M | 0.8% | 00.0% | Unchanged | History |
| CANOCano Health, Inc. | COM CL A | 11,500,000 | $73.0M | 1.0% | +215,808+1.9% | Added | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 6,190,000 | $75.0M | 1.0% | −260,000−4.0% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 1,525,000 | $76.8M | 1.0% | +1,525,000 | New | History |
| MOSMosaic Co | COM | 1,280,000 | $85.1M | 1.1% | +1,280,000 | New | History |
| PG&E Corp69331C140 | UNIT 99/99/9999 | 785,000 | $88.3M | 1.1% | −15,000−1.9% | Reduced | – |
| LFGArchaea Energy Inc. | COM CL A | 4,175,000 | $91.6M | 1.2% | −279,110−6.3% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 800,000 | $100.1M | 1.3% | −200,000−20.0% | Reduced | History |
| DELLDell Technologies Inc. | Stock | 2,030,000 | $101.9M | 1.3% | −1,570,000−43.6% | Reduced | History |
| TDGTransDigm Group INC | COM | 160,000 | $104.2M | 1.4% | −166,878−51.1% | Reduced | History |
| SUSuncor Energy Inc | Stock | 3,500,000 | $114.1M | 1.5% | +3,500,000 | New | History |
| OVVOvintiv Inc. | COM | 2,250,000 | $121.7M | 1.6% | +2,250,000 | New | History |
| HTZHertz Global Holdings, Inc | COM NEW | 6,620,000 | $146.6M | 1.9% | +624,535+10.4% | Added | History |
| CTLTCatalent, Inc. | COM | 1,350,000 | $149.7M | 1.9% | −575,000−29.9% | Reduced | History |
| RIVNRivian Automotive, Inc. | Stock | 3,046,574 | $153.1M | 2.0% | −999,998−24.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 500,000 | $154.2M | 2.0% | −1,100,000−68.8% | Reduced | History |
| AAAlcoa Corp | Stock | 2,375,000 | $213.8M | 2.8% | +2,375,000 | New | History |
| ZENZendesk, Inc. | COM | 1,900,000 | $228.6M | 3.0% | +595,600+45.7% | Added | History |
| DDDuPont de Nemours, Inc. | COM | 3,360,000 | $247.2M | 3.2% | +49,393+1.5% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 1,100,000 | $254.3M | 3.3% | −225,000−17.0% | Reduced | History |
| CSXCSX Corp | Stock | 7,386,378 | $276.6M | 3.6% | +7,386,378 | New | History |
| AVTRAvantor, Inc. | COM | 8,360,000 | $282.7M | 3.7% | −2,440,000−22.6% | Reduced | History |
| EQTEQT Corp | Stock | 8,950,000 | $308.0M | 4.0% | +3,975,000+79.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 605,000 | $308.5M | 4.0% | −185,000−23.4% | Reduced | History |
| INTUIntuit Inc. | Stock | 725,000 | $348.6M | 4.5% | −425,000−37.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 960,000 | $393.8M | 5.1% | −40,000−4.0% | Reduced | History |
| DHRDanaher Corp | Stock | 2,490,000 | $730.4M | 9.5% | −410,000−14.1% | Reduced | History |
| PCGPG&E Corp | Stock | 69,300,000 | $827.4M | 10.8% | −7,700,000−10.0% | Reduced | History |
| SSentinelOne, Inc. | CL A | 26,307,482 | $1.02B | 13.3% | −405,000−1.5% | Reduced | History |
Sold out since Q4 2021 (27)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 212,000 | $614.2M | 4.3% | History |
| UPSTUpstart Holdings, Inc. | COM | 4,000,000 | $605.2M | 4.2% | History |
| ACNAccenture plc | Stock | 1,250,000 | $518.2M | 3.6% | History |
| CSGPCostar Group, Inc. | COM | 5,687,819 | $449.5M | 3.1% | History |
| BURLBurlington Stores, Inc. | COM | 1,480,000 | $431.4M | 3.0% | History |
| DISWalt Disney Co | Stock | 2,000,000 | $309.8M | 2.2% | History |
| RHRH | COM | 535,000 | $286.7M | 2.0% | History |
| EXPEExpedia Group, Inc. | Stock | 1,307,359 | $236.3M | 1.6% | History |
| ALGNAlign Technology Inc | COM | 300,000 | $197.2M | 1.4% | History |
| AESAES Corp | Stock | 5,750,000 | $139.7M | 1.0% | History |
| COUPCoupa Software Inc | COM | 650,000 | $102.7M | 0.7% | History |
| CMCSAComcast Corp | Stock | 2,000,000 | $100.7M | 0.7% | History |
| ALITAlight, Inc. / Delaware | COM CL A | 8,372,080 | $90.5M | 0.6% | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 12,408,903 | $88.5M | 0.6% | History |
| CFCF Industries Holdings, Inc. | COM | 1,244,477 | $88.1M | 0.6% | History |
| OPENOpendoor Technologies Inc. | COM | 3,775,000 | $55.2M | 0.4% | History |
| AES Corp00130H204 | UNIT 99/99/9999 | 500,000 | $48.0M | 0.3% | – |
| Cohn Robbins Holdings CorpG23726105 | COM CL A | 1,900,000 | $18.7M | 0.1% | – |
| FirstMark Horizon Acquisition Corp.33765Y101 | CL A COM | 1,750,000 | $17.3M | 0.1% | – |
| TPGYTPG Pace Beneficial Finance Corp. | CL A COM | 1,700,000 | $16.7M | 0.1% | History |
| APOApollo Global Management, Inc. | COM CL A | 200,000 | $14.5M | 0.1% | History |
| VAQCVector Acquisition Corp II | CL A SHS | 1,420,595 | $13.9M | 0.1% | History |
| Spirit Airls Inc848577AB8 | NOTE 1.000% 5/1 | – | $11.2M | 0.1% | – |
| Valor Latitude Acquisitn CorG9460N114 | UNIT 04/02/2026 | 1,000,000 | $9.92M | 0.1% | – |
| Medicus Sciences AcquisitionG5960S108 | CL A SHS | 790,000 | $7.68M | 0.1% | – |
| Joby Aviation, Inc.G65163118 | *W EXP 08/10/202 | 750,000 | $1.17M | <0.1% | – |
| Firstmark Horizon Acquisitio33765Y119 | *W EXP 09/26/202 | 505,000 | $505.0K | <0.1% | – |