Third Point LLC
Daniel Loeb · As of Q2 2013 · filed Aug 14, 2013
| YAHOO INC | 35.3% | — | 62,000,000 | $1.56B |
| AIG AMERICAN INTERNATIONAL GROUP | 10.1% | — | 10,000,000 | $447.0M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 5.0% | — | 3,000,000 | $220.5M |
| TMO THERMO FISHER SCIENTIFIC INC | 4.8% | — | 2,500,000 | $211.6M |
| IP INTERNATIONAL PAPER CO | 4.5% | — | 4,500,000 | $199.4M |
| CF CF INDUSTRIES HOLDINGS INC | 3.3% | — | 845,000 | $144.9M |
| LBTYKUSD LIBERTY GLOBAL PLC- C | 3.1% | — | 1,999,998 | $135.8M |
| NEWS CORP | 3.0% | — | 4,000,000 | $130.3M |
| ELAN PLC | 2.7% | — | 8,500,000 | $120.2M |
| TIFEUR TIFFANY & CO | 2.7% | — | 1,650,000 | $120.2M |
| B/E AEROSPACE INC | 2.6% | — | 1,825,000 | $115.1M |
| DIS WALT DISNEY CO | 2.6% | — | 1,800,000 | $113.7M |
| DG DOLLAR GENERAL CORP | 2.5% | — | 2,200,000 | $110.9M |
| TIBCO SOFTWARE INC | 2.4% | — | 5,000,000 | $107.0M |
| CTRA COTERRA ENERGY INC | 2.2% | — | 1,375,000 | $97.7M |
| BID1EUR SOTHEBY'S | 2.1% | — | 2,500,000 | $94.8M |
| MPC MARATHON PETROLEUM CORP | 2.0% | — | 1,250,000 | $88.8M |
| APC3EUR ANADARKO PETROLEUM CORP | 1.8% | — | 950,000 | $81.6M |
| STZ CONSTELLATION BRANDS INC-A | 1.8% | — | 1,500,000 | $78.2M |
| WCC WESCO INTERNATIONAL INC | 1.7% | — | 1,100,000 | $74.8M |
| ENPH ENPHASE ENERGY INC | 1.3% | — | 7,448,987 | $57.6M |
| WMB WILLIAMS COS INC | 1.3% | — | 1,750,000 | $56.8M |
| COCA COLA ENTERPRISES INC NE | 0.8% | — | 1,000,000 | $35.2M |
| IP CALL INTERNATIONAL PAPER CO | 0.1% | — | 3,750,000 | $6.3M |
| BIOFUEL ENERGY CORP | 0.1% | — | 1,043,123 | $3.5M |
| ELAN PLC CALL | 0.0% | — | 3,500,000 | $1.9M |
| MPC CALL MARATHON PETROLEUM CORP | 0.0% | — | 1,000,000 | $1.2M |
| STZ CALL CONSTELLATION BRANDS INC-A | 0.0% | — | 94,500 | $421K |
| EEM CALL ISHARES MSCI EMERGING MARKET | 0.0% | — | 4,000,000 | $320K |
| GILD CALL GILEAD SCIENCES INC | 0.0% | — | 128,000 | $257K |
| LNG CALL CHENIERE ENERGY INC | 0.0% | — | 96,000 | $131K |
| DIS CALL WALT DISNEY CO | 0.0% | — | 32,000 | $53K |
| APC3EUR CALL ANADARKO PETROLEUM CORP | 0.0% | — | 32,000 | $12K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.