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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
BlackRock Inc. BLKCommon650,000-435,000324,376,000-263,390,00006/30/2018
Vantiv, Inc. WPCALL2,900,000-1,200,000237,162,000-100,022,00006/30/2018
CONSTELLATION BRANDS, INC. STZCL A2,000,000-300,000437,740,000-86,476,00006/30/2018
Facebook Inc FBCommon3,000,000-1,000,000582,960,000-56,200,00006/30/2018
LENNAR CORP /NEW/ LENCL A6,000,000-275,000315,000,000-54,848,00006/30/2018
WYNN RESORTS LTD WYNNCommon1,525,000-10,000255,194,000-24,729,00006/30/2018
S&P Global Inc. SPGICOM1,300,000-200,000265,057,000-21,533,00006/30/2018
SHERWIN WILLIAMS CO SHWCommon550,000-35,000224,164,000-5,226,00006/30/2018
Vulcan Materials CO VMCCommon2,750,000-190,000354,915,00019,255,00006/30/2018
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