THIRD POINT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 1.10M | $569.75M |
 | AUR | 1.03M | $2.17M |
 | VST | 935K | $183.19M |
 | COOP | 925K | $194.98M |
 | J | 915K | $137.12M |
 | APO-PA | 900K | $63.25M |
 | UNP | 875K | $206.82M |
 | CRS | 850K | $208.71M |
 | MTZ | 725K | $154.29M |
 | APO | 650K | $86.63M |
 | LPLA | 594K | $197.67M |
 | CASY | 500K | $282.66M |
 | TLN | 350K | $148.88M |
 | META | 220K | $161.56M |
 | FIX | 200K | $165.04M |
 | CYH | 150K | $481.50K |
 | BHC | 100K | $645.00K |
 | DHR | 50K | $9.91M |
Microsoft Corporation
MSFT
Shares Held
1.10M
Value
$569.75M
Aurora Innovation, Inc.
AUR
Shares Held
1.03M
Value
$2.17M
Vistra Corp.
VST
Shares Held
935K
Value
$183.19M
Mr. Cooper Group Inc.
COOP
Shares Held
925K
Value
$194.98M
Jacobs Solutions Inc.
J
Shares Held
915K
Value
$137.12M
Apollo Global Management, Inc.
APO-PA
Shares Held
900K
Value
$63.25M
Union Pacific Corporation
UNP
Shares Held
875K
Value
$206.82M
Carpenter Technology Corporation
CRS
Shares Held
850K
Value
$208.71M
MasTec, Inc.
MTZ
Shares Held
725K
Value
$154.29M
Apollo Global Management, Inc.
APO
Shares Held
650K
Value
$86.63M
LPL Financial Holdings Inc.
LPLA
Shares Held
594K
Value
$197.67M
Casey's General Stores, Inc.
CASY
Shares Held
500K
Value
$282.66M
Talen Energy Corporation
TLN
Shares Held
350K
Value
$148.88M
Meta Platforms, Inc.
META
Shares Held
220K
Value
$161.56M
Comfort Systems USA, Inc.
FIX
Shares Held
200K
Value
$165.04M
Community Health Systems, Inc.
CYH
Shares Held
150K
Value
$481.50K
Bausch Health Companies Inc.
BHC
Shares Held
100K
Value
$645.00K
Danaher Corporation
DHR
Shares Held
50K
Value
$9.91M