Capital Web | 13F-HR public-equity map
What Third Point LLC discloses owning.
Filing-backed US long positions from the selected 13F filer. Position size controls line weight, quarter changes show movement, and every number traces to the filing date shown here.
Reported book
$2.1B
Positions parsed
33
Quarter
Q1 2026
Reported book
$2.1B
US equities per latest 13F filing, not total firm assets
Positions parsed
33
Quarter
Q1 2026
Visible web
12 shown
Rank
Holding
Value
QoQ
1
AMZNAMAZON COM INCScore 75
19.4% of reported book
$404.0M$0 (-19.1%)
$404.0M
$0 (-19.1%)
2
TELEPHONE & DATA SYS INCTicker unmapped - score unavailable
13.3% of reported book
$277.9M+$4.2M (+1.5%)
$277.9M
+$4.2M (+1.5%)
3
CRH PLCTicker unmapped - score unavailable
9.6% of reported book
$199.7M$0 (-38.4%)
$199.7M
$0 (-38.4%)
4
SOMNIGROUP INTERNATIONAL INCTicker unmapped - score unavailable
8.1% of reported book
$167.9M$0 (-44.7%)
$167.9M
$0 (-44.7%)
5
CARPENTER TECHNOLOGY CORPTicker unmapped - score unavailable
5.9% of reported book
$122.2M$0 (-50.6%)
$122.2M
$0 (-50.6%)
6
MASTEC INCTicker unmapped - score unavailable
4.9% of reported book
$103.0M$0 (-48.8%)
$103.0M
$0 (-48.8%)
7
DHRDANAHER CORP DELScore 66
4.8% of reported book
$99.5M$0 (-27.5%)
$99.5M
$0 (-27.5%)
8
TSMTAIWAN SEMICONDUCTOR MANUFACScore 70
4.5% of reported book
$92.9M$0 (-28.0%)
$92.9M
$0 (-28.0%)
9
API GROUP CORPTicker unmapped - score unavailable
3.9% of reported book
$82.3M$0 (-28.3%)
$82.3M
$0 (-28.3%)
10
LIVE NATION ENTERTAINMENT INTicker unmapped - score unavailable
3.4% of reported book
$70.9M$0 (-71.1%)
$70.9M
$0 (-71.1%)
11
METAMETA PLATFORMS INCScore 72
2.5% of reported book
$51.5M+$51.5M
$51.5M
+$51.5M
12
GOOGLALPHABET INCScore 65
2.4% of reported book
$50.3M+$50.3M
$50.3M
+$50.3M
Rank
Holding
Value
QoQ
1
AMZNAMAZON COM INCScore 75
19.4% of reported book
$404.0M$0 (-19.1%)
$404.0M
$0 (-19.1%)
2
TELEPHONE & DATA SYS INCTicker unmapped - score unavailable
13.3% of reported book
$277.9M+$4.2M (+1.5%)
$277.9M
+$4.2M (+1.5%)
3
CRH PLCTicker unmapped - score unavailable
9.6% of reported book
$199.7M$0 (-38.4%)
$199.7M
$0 (-38.4%)
4
SOMNIGROUP INTERNATIONAL INCTicker unmapped - score unavailable
8.1% of reported book
$167.9M$0 (-44.7%)
$167.9M
$0 (-44.7%)
5
CARPENTER TECHNOLOGY CORPTicker unmapped - score unavailable
5.9% of reported book
$122.2M$0 (-50.6%)
$122.2M
$0 (-50.6%)
6
MASTEC INCTicker unmapped - score unavailable
4.9% of reported book
$103.0M$0 (-48.8%)
$103.0M
$0 (-48.8%)
7
DHRDANAHER CORP DELScore 66
4.8% of reported book
$99.5M$0 (-27.5%)
$99.5M
$0 (-27.5%)
8
TSMTAIWAN SEMICONDUCTOR MANUFACScore 70
4.5% of reported book
$92.9M$0 (-28.0%)
$92.9M
$0 (-28.0%)
9
API GROUP CORPTicker unmapped - score unavailable
3.9% of reported book
$82.3M$0 (-28.3%)
$82.3M
$0 (-28.3%)
10
LIVE NATION ENTERTAINMENT INTicker unmapped - score unavailable
3.4% of reported book
$70.9M$0 (-71.1%)
$70.9M
$0 (-71.1%)
11
METAMETA PLATFORMS INCScore 72
2.5% of reported book
$51.5M+$51.5M
$51.5M
+$51.5M
12
GOOGLALPHABET INCScore 65
2.4% of reported book
$50.3M+$50.3M
$50.3M
+$50.3M
Biggest new positions
Method note
Capital Web reads the same public 13F-HR filings used by Whale Watch. It publishes holdings disclosed in the filing and labels the report date on the surface. 13F covers reported US long positions only.