Third Point: 13F changes (WallStPal)https://wallstpal.com/fund/third-point/Quarterly portfolio changes from Third Point's 13F filings. en-usFri, 14 Aug 2026 21:00:00 GMT360 https://wallstpal.com/brand/icon-144.pngThird Point: 13F changes (WallStPal)https://wallstpal.com/fund/third-point/ Third Point opened WBD (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-934423104Fri, 14 Aug 2026 21:00:00 GMTPosition value $533.2 million at quarter end. 13F filed 2026-08-14. Third Point cut AMZN (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-023135106Fri, 14 Aug 2026 21:00:00 GMTPosition value $417.1 million at quarter end. 13F filed 2026-08-14. Third Point added to GOOGL (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-02079K305Fri, 14 Aug 2026 21:00:00 GMTPosition value $366.3 million at quarter end. 13F filed 2026-08-14. Third Point added to CRH (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-G25508105Fri, 14 Aug 2026 21:00:00 GMTPosition value $234.9 million at quarter end. 13F filed 2026-08-14. Third Point cut TDS (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-879433829Fri, 14 Aug 2026 21:00:00 GMTPosition value $232.2 million at quarter end. 13F filed 2026-08-14. Third Point added to TSM (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-874039100Fri, 14 Aug 2026 21:00:00 GMTPosition value $219.7 million at quarter end. 13F filed 2026-08-14. Third Point added to LYV (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-538034109Fri, 14 Aug 2026 21:00:00 GMTPosition value $207.8 million at quarter end. 13F filed 2026-08-14. Third Point opened KEYS (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-49338L103Fri, 14 Aug 2026 21:00:00 GMTPosition value $204.8 million at quarter end. 13F filed 2026-08-14. Third Point added to SGI (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-88023U101Fri, 14 Aug 2026 21:00:00 GMTPosition value $201.5 million at quarter end. 13F filed 2026-08-14. Third Point opened XYZ (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-852234103Fri, 14 Aug 2026 21:00:00 GMTPosition value $194.5 million at quarter end. 13F filed 2026-08-14. Third Point added to NSC (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-655844108Fri, 14 Aug 2026 21:00:00 GMTPosition value $188.8 million at quarter end. 13F filed 2026-08-14. Third Point opened FLEX (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-Y2573F102Fri, 14 Aug 2026 21:00:00 GMTPosition value $166.9 million at quarter end. 13F filed 2026-08-14. Third Point added to COF (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-14040H105Fri, 14 Aug 2026 21:00:00 GMTPosition value $165.5 million at quarter end. 13F filed 2026-08-14. Third Point added to HUT (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-44812J104Fri, 14 Aug 2026 21:00:00 GMTPosition value $151.8 million at quarter end. 13F filed 2026-08-14. Third Point cut CRS (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-144285103Fri, 14 Aug 2026 21:00:00 GMTPosition value $132.6 million at quarter end. 13F filed 2026-08-14. Third Point added to APG (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-00187Y100Fri, 14 Aug 2026 21:00:00 GMTPosition value $121.3 million at quarter end. 13F filed 2026-08-14. Third Point cut MTZ (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-576323109Fri, 14 Aug 2026 21:00:00 GMTPosition value $120.7 million at quarter end. 13F filed 2026-08-14. Third Point added to TDG (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-893641100Fri, 14 Aug 2026 21:00:00 GMTPosition value $105.2 million at quarter end. 13F filed 2026-08-14. Third Point added to DHR (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-235851102Fri, 14 Aug 2026 21:00:00 GMTPosition value $102.9 million at quarter end. 13F filed 2026-08-14. Third Point added to UNP (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-907818108Fri, 14 Aug 2026 21:00:00 GMTPosition value $95.2 million at quarter end. 13F filed 2026-08-14. Third Point opened TTMI (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-87305R109Fri, 14 Aug 2026 21:00:00 GMTPosition value $94.4 million at quarter end. 13F filed 2026-08-14. Third Point opened PFGC (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-71377A103Fri, 14 Aug 2026 21:00:00 GMTPosition value $75.5 million at quarter end. 13F filed 2026-08-14. Third Point opened GOOGM (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-02079K404Fri, 14 Aug 2026 21:00:00 GMTPosition value $66.2 million at quarter end. 13F filed 2026-08-14. Third Point added to ASML (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-N07059210Fri, 14 Aug 2026 21:00:00 GMTPosition value $59.6 million at quarter end. 13F filed 2026-08-14. Third Point opened SYY (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-871829107Fri, 14 Aug 2026 21:00:00 GMTPosition value $48.2 million at quarter end. 13F filed 2026-08-14. Third Point opened ARES (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-03990B101Fri, 14 Aug 2026 21:00:00 GMTPosition value $41.7 million at quarter end. 13F filed 2026-08-14. Third Point opened SPCX (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-84615Q103Fri, 14 Aug 2026 21:00:00 GMTPosition value $30.8 million at quarter end. 13F filed 2026-08-14. Third Point opened GOOGN (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-02079K602Fri, 14 Aug 2026 21:00:00 GMTPosition value $10.1 million at quarter end. 13F filed 2026-08-14. Third Point opened RIOT PLATFORMS INC (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-767292AB1Fri, 14 Aug 2026 21:00:00 GMTPosition value $7 million at quarter end. 13F filed 2026-08-14. Third Point opened BLCO (Q2 2026)https://wallstpal.com/fund/third-point/0001040273-26-000003-071705107Fri, 14 Aug 2026 21:00:00 GMTPosition value $1.4 million at quarter end. 13F filed 2026-08-14.