Third Point LLC disclosed in an SEC filing its holdings as of June 30, 2025. Third Point’s new buys during the second quarter included, by size of position, Mr Cooper (COOP), Meta (META), Comfort Systems (FIX), Danaher (DHR), and Workday (WDAY). Third Point exited a number of positions during the quarter, including by size of previous position, EQT Corp (EQT), AT&T (T), Hess, Pinterest (PINS), and Seadrill (SDRL). Third Point increased its stake in a number of holdings, including by size of previous position, Nvidia (NVDA), Capital One (COF), Amazon (AMZN), Vistra (VST), and Talen Energy (TLN). Third Point reduced its stake in a number of holdings, including by size of previous position, Fortive (FTV), Kenvue (KVUE), Apollo Global (APO), Telephone and Data Systems (TDS), RB Global (RBA). Third Point’s top holdings as of June 30, in order of size, were PG&E (PCG), Amazon, Nvidia, Capital One, TSMC (TSM).
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on COOP:
- Cooperman’s Omega bought Atlas Energy and ArriVent in Q2
- Mr. Cooper price target raised to $176 from $156 at UBS
- Mr. Cooper’s Earnings Call Highlights Robust Performance
- Hold Rating for Mr Cooper Group Amid Merger with Rocket and Financial Stability Concerns
- Mr. Cooper Group Reports Strong Q2 2025 Results