Value Investor Watch

Check out our flagship site, Rocket Financial Give us feedback!

	Home > Third Point Management
	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 03/31/2018 12/31/2017 09/30/2017 06/30/2017 03/31/2017 12/31/2016 09/30/2016 06/30/2016 03/31/2016 12/31/2015 09/30/2015 06/30/2015 03/31/2015 12/31/2014 09/30/2014 06/30/2014 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999 09/30/1999 06/30/1999
	Name Ticker Class Shares Change Value Change Date BAXTER INTERNATIONAL INC BAX Common 36,000,000 0 2,341,440,000 14,400,000 03/31/2018 DowDuPont Inc. DWDP Common Stock 14,075,000 -900,000 896,718,000 -169,802,000 03/31/2018 UNITED TECHNOLOGIES CORP /DE/ UTX Common 7,100,000 7,100,000 893,322,000 893,322,000 03/31/2018 Alibaba Group Holding Ltd BABA SPONSORED ADS 4,000,000 -2,000,000 734,160,000 -300,420,000 03/31/2018 Facebook Inc FB Common 4,000,000 600,000 639,160,000 39,196,000 03/31/2018 Alphabet Inc. GOOGL COM 575,000 -115,000 596,356,000 -130,490,000 03/31/2018 NETFLIX INC NFLX Common 2,000,000 0 590,700,000 206,780,000 03/31/2018 BlackRock Inc. BLK Common 1,085,000 -465,000 587,766,000 -208,484,000 03/31/2018 TIME WARNER INC. TWX COM 6,000,000 2,000,000 567,480,000 201,600,000 03/31/2018 CONSTELLATION BRANDS, INC. STZ CL A 2,300,000 -200,000 524,216,000 -47,209,000 03/31/2018 DOVER Corp DOV Common 3,920,000 2,270,000 385,022,000 218,388,000 03/31/2018 LENNAR CORP /NEW/ LEN CL A 6,275,000 975,000 369,848,000 34,676,000 03/31/2018 Intercontinental Exchange, Inc. ICE COM 5,000,000 -500,000 362,600,000 -25,480,000 03/31/2018 SOTHEBYS BID Common 6,661,604 0 341,807,000 -1,932,000 03/31/2018 Vantiv, Inc. WP CALL 4,100,000 4,100,000 337,184,000 337,184,000 03/31/2018 Vulcan Materials CO VMC Common 2,940,000 340,000 335,660,000 1,898,000 03/31/2018 DANAHER CORP /DE/ DHR Common 3,250,000 -60,000 318,208,000 10,974,000 03/31/2018 S&P Global Inc. SPGI COM 1,500,000 -300,000 286,590,000 -18,330,000 03/31/2018 WYNN RESORTS LTD WYNN Common 1,535,000 1,535,000 279,923,000 279,923,000 03/31/2018 SHERWIN WILLIAMS CO SHW Common 585,000 -15,000 229,390,000 -16,634,000 03/31/2018 MOHAWK INDUSTRIES INC MHK Common 835,000 -165,000 193,904,000 -81,996,000 03/31/2018 PagSeguro Digital Ltd. PAGS COM CL A 4,550,000 4,550,000 174,356,000 174,356,000 03/31/2018 Anthem, Inc. ANTM COM 785,000 410,000 172,464,000 88,085,000 03/31/2018 ELECTRONIC ARTS INC. EA Common 1,250,000 1,250,000 151,550,000 151,550,000 03/31/2018 Marathon Petroleum Corp MPC Common 2,000,000 2,000,000 146,220,000 146,220,000 03/31/2018 GRUPO FINANCIERO GALICIA SA GGAL SP ADR 10 SH B 1,790,000 -35,000 117,710,000 -2,466,000 03/31/2018 MONSANTO CO /NEW/ MON CALL 1,000,000 1,000,000 116,690,000 116,690,000 03/31/2018 Green Brick Partners, Inc. GRBK COM 8,083,022 0 88,105,000 -3,233,000 03/31/2018 ADOBE SYSTEMS INC ADBE Common 400,000 400,000 86,432,000 86,432,000 03/31/2018 Pampa Holdings SA PAM Common 1,100,000 -525,000 65,560,000 -43,770,000 03/31/2018 Black Knight Financial Services, Inc. BKI COM 1,250,000 1,250,000 58,875,000 58,875,000 03/31/2018 SALESFORCE COM INC CRM Common 450,000 450,000 52,335,000 52,335,000 03/31/2018 MICROSOFT CORP MSFT Common 550,000 550,000 50,198,000 50,198,000 03/31/2018 Grupo Supervielle S.A./ADR SUPV SPONSORED ADR 1,470,000 -30,000 44,600,000 620,000 03/31/2018 PBF Energy Inc. PBF CL A 1,250,000 1,250,000 42,375,000 42,375,000 03/31/2018 << Prev     Next >>

Rocket Data Systems © 2016