Third Point LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    44

  • Value ($000)

    $7,274,622

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001040273
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PCG

PG&E CORP

COM
$551.2M
8 %

34,300,000

NVDA

NVIDIA CORPORATION

COM
$550.18M
8 %

2,950,000

AMZN

AMAZON COM INC

COM
$499.73M
7 %

2,165,000

MSFT

MICROSOFT CORP

COM
$447.35M
6 %

925,000

UNP

UNION PAC CORP

COM
$418.69M
6 %

1,810,000

---

CRH PLC

ORD
$324.48M
5 %

2,600,000

TPD

SOMNIGROUP INTERNATIONAL INC

COM
$303.55M
4 %

3,400,000

BN

BROOKFIELD CORP

CL A LTD VT SH
$284.52M
4 %

6,200,000

---

NORFOLK SOUTHN CORP

COM
$281.5M
4 %

975,000

TDS

TELEPHONE & DATA SYS INC

COM NEW
$273.68M
4 %

6,675,000

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