{
 "manager": "Third Point",
 "page": "https://www.moatshark.com/m/third-point",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-14",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1040273/000104027326000003/0001040273-26-000003-index.htm",
 "total_value_usd": 4679571988,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "Warner Bros. Discovery",
   "ticker": "WBD",
   "moatshark_slug": "wbd",
   "sector": "Communication and media",
   "value_usd": 533200000,
   "shares": 20000000,
   "portfolio_pct": 11.39,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Alphabet",
   "ticker": "GOOG",
   "moatshark_slug": "goog",
   "sector": "Communication and media",
   "value_usd": 442521250,
   "shares": 2525000,
   "portfolio_pct": 9.46,
   "previous_pct": 2.42,
   "change": "ADD",
   "share_change_pct": 1342.9,
   "quarters_held": 2
  },
  {
   "company": "Amazon.com",
   "ticker": "AMZN",
   "moatshark_slug": "amzn",
   "sector": "Consumer discretionary",
   "value_usd": 417095000,
   "shares": 1750000,
   "portfolio_pct": 8.91,
   "previous_pct": 19.4,
   "change": "REDUCE",
   "share_change_pct": -9.8,
   "quarters_held": 13
  },
  {
   "company": "CRH Plc (Crh)",
   "ticker": "CRH",
   "moatshark_slug": "crh",
   "sector": "Other",
   "value_usd": 234865000,
   "shares": 2195000,
   "portfolio_pct": 5.02,
   "previous_pct": 9.59,
   "change": "ADD",
   "share_change_pct": 15.5,
   "quarters_held": 9
  },
  {
   "company": "Telephone & Data Systems",
   "ticker": "TDS",
   "moatshark_slug": "tds",
   "sector": "Communication and media",
   "value_usd": 232237750,
   "shares": 6275000,
   "portfolio_pct": 4.96,
   "previous_pct": 13.34,
   "change": "REDUCE",
   "share_change_pct": -4.9,
   "quarters_held": 12
  },
  {
   "company": "Taiwan Semiconductor Manufacturing",
   "ticker": "TSM",
   "moatshark_slug": "tsm",
   "sector": "Technology",
   "value_usd": 219682200,
   "shares": 460000,
   "portfolio_pct": 4.69,
   "previous_pct": 4.46,
   "change": "ADD",
   "share_change_pct": 67.3,
   "quarters_held": 13
  },
  {
   "company": "Live Nation Entertainment",
   "ticker": "LYV",
   "moatshark_slug": "lyv",
   "sector": "Consumer discretionary",
   "value_usd": 207829850,
   "shares": 1135000,
   "portfolio_pct": 4.44,
   "previous_pct": 3.4,
   "change": "ADD",
   "share_change_pct": 144.1,
   "quarters_held": 9
  },
  {
   "company": "Keysight Technologies",
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   "sector": "Industrials",
   "value_usd": 204790950,
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   "change": "NEW",
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  },
  {
   "company": "Somnigroup International",
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   "sector": "Other",
   "value_usd": 201548290,
   "shares": 2570769,
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   "previous_pct": 8.06,
   "change": "ADD",
   "share_change_pct": 13.2,
   "quarters_held": 4
  },
  {
   "company": "Block",
   "ticker": "XYZ",
   "moatshark_slug": "xyz",
   "sector": "Financials",
   "value_usd": 194479668,
   "shares": 2558943,
   "portfolio_pct": 4.16,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Norfolk Southern",
   "ticker": "NSC",
   "moatshark_slug": "nsc",
   "sector": "Industrials",
   "value_usd": 188754000,
   "shares": 600000,
   "portfolio_pct": 4.03,
   "previous_pct": 1.38,
   "change": "ADD",
   "share_change_pct": 500,
   "quarters_held": 4
  },
  {
   "company": "Flex",
   "ticker": "FLEX",
   "moatshark_slug": "flex",
   "sector": "Technology",
   "value_usd": 166932100,
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   "portfolio_pct": 3.57,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Capital One Financial",
   "ticker": "COF",
   "moatshark_slug": "cof",
   "sector": "Financials",
   "value_usd": 165511500,
   "shares": 825000,
   "portfolio_pct": 3.54,
   "previous_pct": 1.23,
   "change": "ADD",
   "share_change_pct": 489.3,
   "quarters_held": 7
  },
  {
   "company": "HUT 8",
   "ticker": "HUT",
   "moatshark_slug": "hut",
   "sector": "Financials",
   "value_usd": 151810175,
   "shares": 1315000,
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   "previous_pct": 1.96,
   "change": "ADD",
   "share_change_pct": 51.2,
   "quarters_held": 2
  },
  {
   "company": "Carpenter Technology",
   "ticker": "CRS",
   "moatshark_slug": "crs",
   "sector": "Materials",
   "value_usd": 132620600,
   "shares": 215000,
   "portfolio_pct": 2.83,
   "previous_pct": 5.87,
   "change": "REDUCE",
   "share_change_pct": -30.6,
   "quarters_held": 8
  },
  {
   "company": "Api Group",
   "ticker": "APG",
   "moatshark_slug": "apg",
   "sector": "Industrials",
   "value_usd": 121332750,
   "shares": 2865000,
   "portfolio_pct": 2.59,
   "previous_pct": 3.95,
   "change": "ADD",
   "share_change_pct": 41.1,
   "quarters_held": 3
  },
  {
   "company": "Mastec",
   "ticker": "MTZ",
   "moatshark_slug": "mtz",
   "sector": "Industrials",
   "value_usd": 120657400,
   "shares": 290000,
   "portfolio_pct": 2.58,
   "previous_pct": 4.94,
   "change": "REDUCE",
   "share_change_pct": -9.4,
   "quarters_held": 4
  },
  {
   "company": "Transdigm Group",
   "ticker": "TDG",
   "moatshark_slug": "tdg",
   "sector": "Industrials",
   "value_usd": 105231160,
   "shares": 79000,
   "portfolio_pct": 2.25,
   "previous_pct": 1.39,
   "change": "ADD",
   "share_change_pct": 216,
   "quarters_held": 2
  },
  {
   "company": "Danaher",
   "ticker": "DHR",
   "moatshark_slug": "dhr",
   "sector": "Industrials",
   "value_usd": 102859200,
   "shares": 540000,
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   "previous_pct": 4.78,
   "change": "ADD",
   "share_change_pct": 2.9,
   "quarters_held": 5
  },
  {
   "company": "Union Pacific",
   "ticker": "UNP",
   "moatshark_slug": "unp",
   "sector": "Industrials",
   "value_usd": 95200000,
   "shares": 350000,
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   "previous_pct": 1.16,
   "change": "ADD",
   "share_change_pct": 250,
   "quarters_held": 4
  },
  {
   "company": "Ttm Technologies",
   "ticker": "TTMI",
   "moatshark_slug": "ttmi",
   "sector": "Technology",
   "value_usd": 94445100,
   "shares": 505000,
   "portfolio_pct": 2.02,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Performance Food Group",
   "ticker": "PFGC",
   "moatshark_slug": "pfgc",
   "sector": "Consumer staples",
   "value_usd": 75458250,
   "shares": 675000,
   "portfolio_pct": 1.61,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "ASML Holding",
   "ticker": "ASML",
   "moatshark_slug": "asml",
   "sector": "Industrials",
   "value_usd": 59606160,
   "shares": 30000,
   "portfolio_pct": 1.27,
   "previous_pct": 0.76,
   "change": "ADD",
   "share_change_pct": 150,
   "quarters_held": 2
  },
  {
   "company": "Sysco",
   "ticker": "SYY",
   "moatshark_slug": "syy",
   "sector": "Consumer staples",
   "value_usd": 48157226,
   "shares": 580000,
   "portfolio_pct": 1.03,
   "previous_pct": null,
   "change": "NEW",
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   "quarters_held": 1
  },
  {
   "company": "Ares Management",
   "ticker": "ARES",
   "moatshark_slug": "ares",
   "sector": "Financials",
   "value_usd": 41741250,
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   "portfolio_pct": 0.89,
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   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Space Exploration Technologies",
   "ticker": "SPCX",
   "moatshark_slug": "spcx",
   "sector": "Technology",
   "value_usd": 30825707,
   "shares": 180415,
   "portfolio_pct": 0.66,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Strata Critical Medical",
   "ticker": "SRTA",
   "moatshark_slug": "srta",
   "sector": "Health care",
   "value_usd": 26350000,
   "shares": 5000000,
   "portfolio_pct": 0.56,
   "previous_pct": 1,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 4
  },
  {
   "company": "Ars Pharmaceuticals",
   "ticker": "SPRY",
   "moatshark_slug": "spry",
   "sector": "Health care",
   "value_usd": 8010000,
   "shares": 1000000,
   "portfolio_pct": 0.17,
   "previous_pct": 0.39,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 3
  },
  {
   "company": "Aurora Innovation",
   "ticker": "AUR",
   "moatshark_slug": "aur",
   "sector": "Technology",
   "value_usd": 7628782,
   "shares": 2867463,
   "portfolio_pct": 0.16,
   "previous_pct": 0.22,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 19
  },
  {
   "company": "Hertz Global Holdings",
   "ticker": "HTZ",
   "moatshark_slug": "htz",
   "sector": "Other",
   "value_usd": 4327300,
   "shares": 3970000,
   "portfolio_pct": 0.09,
   "previous_pct": 0.43,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 13
  },
  {
   "company": "Flyexclusive",
   "ticker": "FLYX",
   "moatshark_slug": "flyx",
   "sector": "Industrials",
   "value_usd": 2121175,
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   "share_change_pct": 0,
   "quarters_held": 11
  },
  {
   "company": "Bausch Plus Lomb",
   "ticker": "BLCO",
   "moatshark_slug": "blco",
   "sector": "Health care",
   "value_usd": 1407600,
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   "portfolio_pct": 0.03,
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   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Core Scientific",
   "ticker": "CORZ",
   "moatshark_slug": "corz",
   "sector": "Financials",
   "value_usd": 1381860,
   "shares": 54000,
   "portfolio_pct": 0.03,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Erock",
   "ticker": "EROC",
   "moatshark_slug": "eroc",
   "sector": "Industrials",
   "value_usd": 1203935,
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   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Applied Digital",
   "ticker": "APLD",
   "moatshark_slug": "apld",
   "sector": "Technology",
   "value_usd": 820600,
   "shares": 22000,
   "portfolio_pct": 0.02,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Wolfspeed",
   "ticker": "WOLF",
   "moatshark_slug": "wolf",
   "sector": "Technology",
   "value_usd": 482500,
   "shares": 10000,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Meta Platforms",
   "ticker": "META",
   "moatshark_slug": "meta",
   "sector": "Communication and media",
   "value_usd": 0,
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   "portfolio_pct": 0,
   "previous_pct": 2.47,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Spdr Gold Trust",
   "ticker": "GLD",
   "moatshark_slug": "gld",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 1.96,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "NVIDIA",
   "ticker": "NVDA",
   "moatshark_slug": "nvda",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 1.59,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 5
  },
  {
   "company": "KLA",
   "ticker": "KLAC",
   "moatshark_slug": "klac",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.78,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Lam Research",
   "ticker": "LRCX",
   "moatshark_slug": "lrcx",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.77,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Broadcom",
   "ticker": "AVGO",
   "moatshark_slug": "avgo",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.74,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Vaneck Etf Trust",
   "ticker": "GDX",
   "moatshark_slug": "gdx",
   "sector": null,
   "value_usd": 0,
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   "portfolio_pct": 0,
   "previous_pct": 0.74,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Sharkninja",
   "ticker": "SN",
   "moatshark_slug": "sn",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.66,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 5
  },
  {
   "company": "Claritev",
   "ticker": "CTEV",
   "moatshark_slug": "ctev",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.03,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  }
 ]
}