THIRD POINT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TDS | 6.60M | $277.86M |
 | HTZWW | 3.97M | $9.05M |
 | SGI | 2.27M | $167.86M |
 | APG | 2.03M | $82.26M |
 | AMZN | 1.94M | $404.04M |
 | CRH | 1.90M | $199.73M |
 | AUROW | 1.83M | $365.17K |
 | AUR | 1.03M | $4.25M |
 | SPRY | 1.00M | $8.03M |
 | HUT | 870K | $40.79M |
 | DHR | 525K | $99.54M |
 | LYV | 465K | $70.92M |
 | MTZ | 320K | $102.96M |
 | CRS | 310K | $122.19M |
 | TSM | 275K | $92.94M |
 | NVDA | 190K | $33.14M |
 | GOOGL | 175K | $50.32M |
 | COF | 140K | $25.54M |
 | SN | 131K | $13.82M |
 | NSC | 100K | $28.70M |
Telephone and Data Systems, Inc.
TDS
Shares Held
6.60M
Value
$277.86M
Hertz Global Holdings, Inc.
HTZWW
Shares Held
3.97M
Value
$9.05M
Somnigroup International Inc
SGI
Shares Held
2.27M
Value
$167.86M
APi Group Corporation
APG
Shares Held
2.03M
Value
$82.26M
Amazon.com, Inc.
AMZN
Shares Held
1.94M
Value
$404.04M
CRH plc
CRH
Shares Held
1.90M
Value
$199.73M
Aurora Innovation, Inc.
AUROW
Shares Held
1.83M
Value
$365.17K
Aurora Innovation, Inc.
AUR
Shares Held
1.03M
Value
$4.25M
ARS Pharmaceuticals, Inc.
SPRY
Shares Held
1.00M
Value
$8.03M
Hut 8 Corp.
HUT
Shares Held
870K
Value
$40.79M
Danaher Corporation
DHR
Shares Held
525K
Value
$99.54M
Live Nation Entertainment, Inc.
LYV
Shares Held
465K
Value
$70.92M
MasTec, Inc.
MTZ
Shares Held
320K
Value
$102.96M
Carpenter Technology Corporation
CRS
Shares Held
310K
Value
$122.19M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
275K
Value
$92.94M
NVIDIA Corporation
NVDA
Shares Held
190K
Value
$33.14M
Alphabet Inc.
GOOGL
Shares Held
175K
Value
$50.32M
Capital One Financial Corporation
COF
Shares Held
140K
Value
$25.54M
SharkNinja, Inc.
SN
Shares Held
131K
Value
$13.82M
Norfolk Southern Corporation
NSC
Shares Held
100K
Value
$28.70M