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T

Third Point LLC

13F Institution CIK 0001040273 — SEC EDGAR →
$17,207,019,320
Portfolio Value
53
Holdings
203,868,246
Total Shares
Q4 2025
Report Period

Congress Overlap

Congress members who traded these same stocks in the last 90 days:

John Mcguire sell MSFT John McGuire sell MSFT David J. Taylor buy AMZN David J. Taylor buy MSFT Thomas H. Kean sell MSFT April Mcclain Delaney sell SGI John Mcguire buy MSFT John McGuire buy MSFT Gilbert Cisneros buy CSGP Nancy Pelosi buy VST Nancy Pelosi buy AMZN David J. Taylor buy MSFT April Mcclain Delaney sell SGI Gilbert Cisneros sell KVUE David J. Taylor buy MSFT Nancy Pelosi buy AMZN Markwayne Mullin buy AMZN Markwayne Mullin buy MSFT Nancy Pelosi sell AMZN Gilbert Cisneros sell AMZN

Portfolio Holdings

29 positions sorted by value

# Ticker Company Shares Value % Portfolio
1 AMZN - 2,165,000 $499,725,300 2.90%
2 MSFT - 925,000 $447,348,500 2.60%
3 SGI - 3,400,000 $303,552,000 1.76%
4 NSC - 975,000 $281,502,000 1.64%
5 TDS - 6,675,000 $273,675,000 1.59%
6 COF-PN - 1,100,000 $266,596,000 1.55%
7 CASY - 455,000 $251,483,050 1.46%
8 CRS - 785,000 $247,149,400 1.44%
9 LYV - 1,725,000 $245,812,500 1.43%
10 CSGP - 3,165,000 $212,814,600 1.24%
11 MTZ - 925,000 $201,067,250 1.17%
12 CMG - 4,725,000 $174,825,000 1.02%
13 CEG - 475,000 $167,803,250 0.98%
14 VST - 1,005,000 $162,136,650 0.94%
15 SN - 1,200,000 $134,280,000 0.78%
16 BABA - 825,000 $120,928,500 0.70%
17 APG - 3,000,000 $114,780,000 0.67%
18 FIX - 105,000 $97,995,450 0.57%
19 SPOT - 100,000 $58,071,000 0.34%
20 KVUE - 3,250,000 $56,062,500 0.33%
21 TMO - 50,000 $28,972,500 0.17%
22 SRTAW - 5,000,000 $24,050,000 0.14%
23 CSX - 500,000 $18,125,000 0.11%
24 HTZWW - 3,970,000 $10,639,600 0.06%
25 SPRY - 556,237 $6,480,161 0.04%
26 PCG - 140,000 $5,740,000 0.03%
27 FLYX-WT - 1,022,000 $4,200,420 0.02%
28 AUR - 1,032,463 $3,964,658 0.02%
29 BHC - 350,000 $2,432,500 0.01%