Loeb's Third Point Enters Allergan (AGN), Five Below (FIVE), SmileDirect (SDC), more... - 13F

November 14, 2019 4:27 PM EST

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Dan Loeb's Third Point LLC released its 13F for the quarter ended Sept. 30, 2019. Below is a summary:

New Stakes
Afya Ltd. (NASDAQ: AFYA) new 400,000 share position
Allergan Inc (NYSE: AGN) new 3,600,000 share position
Ansys, Inc. (NASDAQ: ANSS) new 157,300 share position
Envista Holdings Corp. (NYSE: NVST) new 800,000 share position
Essential Properties Realty Trust (NYSE: EPRT) new 10,000 share position
Fidelity National Information Services (NYSE: FIS) new 2,499,989 share position
FIVE BELOW (NASDAQ: FIVE) new 850,000 share position
GoDaddy (NYSE: GDDY) new 500,000 share position
HD SUPPLY HLDGS (NASDAQ: HDS) new 1,000,000 share position
SmileDirectClub (NASDAQ: SDC) new 750,000 share position
ZENDESK, Inc. (NYSE: ZEN) new 500,000 share position

Raised Stakes
BURLINGTON STORES, Inc. (NYSE: BURL) raised from 700,000 shares to 1,500,000 shares
ISHARES 1-3 YEAR TREASURY BOND ETF (NASDAQ: SHY) raised from 33,429 shares to 39,364 shares
S&P Global (NYSE: SPGI) raised from 760,000 shares to 800,000 shares
Salesforce.com (NYSE: CRM) raised from 1,300,000 shares to 2,500,000 shares

Lowered Stakes
Adobe Systems Inc (NASDAQ: ADBE) lowered from 925,000 shares to 825,000 shares
Baxter International Inc. (NYSE: BAX) lowered from 23,000,000 shares to 16,850,000 shares
Boston Scientific (NYSE: BSX) lowered from 5,500,000 shares to 5,000,000 shares
Campbell Soup (NYSE: CPB) lowered from 18,500,000 shares to 17,000,000 shares
CENTENE CORPORATION (NYSE: CNC) lowered from 2,500,000 shares to 2,400,000 shares
CLEAR CHANNEL OUTDOOR HOLDINGS, Inc. (NYSE: CCO) lowered from 8,000,000 shares to 5,250,000 shares
Twenty-First Century Fox (NASDAQ: FOXA) lowered from 10,500,000 shares to 8,000,000 shares
PayPal (NASDAQ: PYPL) lowered from 3,500,000 shares to 2,700,000 shares
TOWERS WATSON & CO. (NASDAQ: TW) lowered from 1,000,000 shares to 425,000 shares

Liquidated Stakes
AmeriCold Realty Trust (NYSE: COLD) liquidated
Chemours (NYSE: CC) liquidated
CrowdStrike Holdings Inc. (NASDAQ: CRWD) liquidated
FRANK'S INTERNATIONAL N.V. (NYSE: FI) liquidated
Linx SA (NYSE: LINX) liquidated
Marathon Petroleum (NYSE: MPC) liquidated
NetFlix Inc. (NASDAQ: NFLX) liquidated
Parsons Corporation (NYSE: PSN) liquidated
Pinterest (NYSE: PINS) liquidated
REPLAY ACQUISITION CORP UNIT 03/01/2024 (: ) liquidated
Ross Stores (NASDAQ: ROST) liquidated
Twilio (NYSE: TWLO) liquidated
Worldpay (NYSE: WP) liquidated
Zoom (NASDAQ: ZM) liquidated

Maintained Stakes
Buckeye Technologies, Inc. (NYSE: BKI) maintained 1,750,000 share stake
COLFAX CORPORATION (NYSE: CFX) maintained 2,000,000 share stake
Danaher Corp. (NYSE: DHR) maintained 3,710,000 share stake
Eldorado Gold Corporation (NASDAQ: GO) maintained 180,000 share stake
GTT COMMUNICATIONS, Inc. (NYSE: GTT) maintained 3,065,078 share stake
Kadmon (NYSE: KDMN) maintained 9,407,745 share stake
Microsoft Corp. (NASDAQ: MSFT) maintained 600,000 share stake
SONY CORPORATION ADRS (NYSE: SNE) maintained 1,500,000 share stake
SOTHEBY'S (NYSE: BID) maintained 6,661,604 share stake
United Technologies (NYSE: UTX) maintained 6,000,000 share stake
Visa Inc. (NYSE: V) maintained 1,500,000 share stake



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Daniel Loeb, Third Point LLC, Standard & Poor's