Third Point LLC
Top Portfolio Positions
29 positions ·
$2,057,954,794 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,940,000 | $404,043,800 | 19.63% | |
| TDS |
Telephone & Data Systems Inc /De/
Communication Services
|
6,600,000 | $277,860,000 | 13.50% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,900,000 | $199,728,000 | 9.71% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
2,270,769 | $167,855,244 | 8.16% | |
| CRS |
Carpenter Technology Corp
Industrials
|
310,000 | $122,186,500 | 5.94% | |
| MTZ |
Mastec Inc
Industrials
|
320,000 | $102,956,800 | 5.00% | |
| DHR |
Danaher Corp /De/
Healthcare
|
525,000 | $99,540,000 | 4.84% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
275,000 | $92,936,250 | 4.52% | |
| APG |
APi Group Corp
Industrials
|
2,030,000 | $82,255,600 | 4.00% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
465,000 | $70,917,150 | 3.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AUR
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,253,747 | 1,032,463 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,964,657 | 1,032,463 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,564,975 | 1,032,463 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,410,106 | 1,032,463 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,943,313 | 1,032,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,504,516 | 1,032,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,112,180 | 1,032,463 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,859,922 | 1,032,463 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,911,545 | 1,032,463 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,511,863 | 1,032,463 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,426,288 | 1,032,463 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,035,441 | 1,032,463 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,435,123 | 1,032,463 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,249,280 | 1,032,463 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,281,743 | 1,032,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,972,004 | 1,032,463 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,771,468 | 1,032,463 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,625,533 | 1,032,463 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||