Free tools / Superinvestors

Third Point LLC portfolio

Latest reported holdings, Q2 2026, from their SEC 13F filing. Not investment advice.

Portfolio value
$4.7B
Positions
43
Top 10 weight
60%
Follow this investor and get an email the day they file — a 13D stake, an insider trade, or a new 13F. Free, no card.
Sign up free to follow

Versus Q1 2026: 19 new, 13 added, 4 trimmed, 9 sold out.

Recent SEC activity

Every filing Third Point LLC has made, newest first, across all form types — not just the quarterly 13F. A 13D activist stake is public within days and a Form 4 insider trade within two business days, so this feed moves long before the next 13F does. It updates within minutes of a filing hitting SEC EDGAR.

13FQuarterly portfolio (13F)NEWthe quarterly snapshot, filed up to 45 days after quarter-end2026-08-147 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-05-1598 days agoFORM 4Initial insider ownership (Form 3)a new insider or 10% owner2026-04-17126 days ago13DNew activist stake, >5% (13D)an activist move, public within days of it happening2026-04-14129 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-02-17185 days ago13DActivist stake update (13D/A)an activist move, public within days of it happening2026-01-13220 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-11-14280 days ago13GPassive 5% stake update (13G/A)a large but passive holder crossing 5%2025-11-14280 days ago13DActivist stake update (13D/A)an activist move, public within days of it happening2025-08-20366 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-08-14372 days ago13GNew passive 5% stake (13G)a large but passive holder crossing 5%2025-08-11375 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-05-15463 days ago
Holding% of portfolioValuevs last quarter
WBDWARNER BROS DISCOVERY INC11.4%$533.2MNEW
AMZNAMAZON COM INC8.9%$417.1MTRIMMED -10%
GOOGLALPHABET INC7.8%$366.3MADDED +486%
Showing the top 3 of 43 positions. Sign up free to open 3 full portfolios, or unlock all for $2.99/mo.
Free: search anyone, see the top holdings and see what they bought and sold.
Follow up to 3 investors free for filing alerts. Viewer ($2.99/mo) opens every portfolio and unlimited follows. Pro ($5/mo) adds insider, 8-K & activist alerts plus unlimited downloads.See plans

See the full portfolio and exits → · Building an app? This is one API call.