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Enter ticker(s) QQQ: 62.94 -0.68%   SPY: 132.83 -0.38%
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Third Point

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Today:
Week:
1-month:
All-time:
-0.3%
-0.6%
+0.2%
-9.8%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+0.1%
+1.7%
+4.7%
-4.2%
 

Data since: Jul-1-2007
Current Portfolio: Q4 2011


     
Hutchin Hill Ca... -1.9%
Salzman Capital... -0.1%
Kingstown Capit... -0.9%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q4 2011 View as: Alerts Holdings Detail
 BIG $36.15 -0.08 -0.22% 1,024,052 52% $2.2B - 25% -23% -4.3% $62.3M | 1.6M shares - decrease of 250.0K shares
 DISH $30.03 -0.14 -0.46% 1,402,052 69% $13.4B - 44% -16% +5.4% $113.9M | 4.0M shares - New Holding
 EP $28.96 +0.01 +0.03% 10,038,610 125% $22.4B 0.1% 78% -6% +9.0% $147.5M | 5.5M shares - decrease of 1.4M shares
 GDI $56.95 -1.07 -1.84% 599,874 62% $2.8B 0.3% -1% -39% -26.1% $38.5M | 500.0K shares - decrease of 50.0K shares
 GILD $51.58 -0.29 -0.56% 6,719,997 81% $39.1B - 50% -9% +26.0% $77.8M | 1.9M shares - increase of 700.0K shares
 LINTA $17.89 -0.17 -0.94% 3,571,852 110% $10.1B - 44% -10% +10.3% $48.6M | 3.0M shares - increase of 1000.0K shares
 LMCA $84.11 -0.32 -0.38% 760,043 112% $10.2B - 44% -19% +7.8% $39.0M | 500.0K shares - New Holding
 MJN $84.26 +1.00 +1.20% 1,274,341 85% $17.1B 1.4% 39% -3% +22.6% $89.3M | 1.3M shares - increase of 200.0K shares
 MRVL $13.56 +0.18 +1.35% 14,835,325 150% $7.9B - 21% -20% -2.1% $138.5M | 10.0M shares - New Holding
 NWL $18.10 +0.09 +0.50% 3,940,595 127% $5.2B 2.2% 67% -7% +12.1% $49.3M | 3.0M shares - decrease of 450.0K shares
 PXP $36.25 -0.75 -2.03% 2,416,818 115% $4.6B - 79% -23% -1.3% $77.1M | 2.1M shares - New Holding
 SLE $21.16 +0.06 +0.28% 9,105,867 120% $12.5B 2.2% 35% -5% +11.8% $147.6M | 7.8M shares - increase of 1000.0K shares
 SUN $47.83 -0.15 -0.31% 1,912,625 62% $5.0B 1.7% 75% -6% +16.6% $62.1M | 1.8M shares - decrease of 80.0K shares
 SWKS $25.70 +0.17 +0.65% 6,317,709 121% $4.8B - 87% -11% +58.5% $60.8M | 3.8M shares - New Holding
 YHOO $15.28 -0.12 -0.78% 17,247,303 108% $18.1B - 38% -10% -5.3% $903.3M | 56.0M shares - increase of 8.0M shares
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Discuss Third Point's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
 
David Einhorn's Ira Sohn Presentation on Martin Marietta Materials, Apple & More
AAPL  MSFT  MLM  AMZN  MRVL  DKS  X  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 09:09PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Greenlight Capital's David Einhorn gave a presentation on a ton of different stocks.
 more ...

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What Is David Einhorn's Largest Long Position?
AAPL  YHOO  MRVL  STX  GDX  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 16, 05:57PM from (ycharts.com)
Today at the Ira Sohn Conference Einhorn suggested that one company maybe worth $1 trillion someday. It may come as no surprise  more ...
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Hedge Fund Stock Picks: Whale Hunting of the Kingmakers
SWKS  CSC  DG  UAL  AAPL  ESRX  SIRI  DVA  EP  ECA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 05:43PM from (247wallst.com)
24/7 Wall St. published the full list of positions already for Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A).  more ...
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New York Gasoline Weaken as Imports Increase to US East Coast
SUN  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 03:40PM from (www.bloomberg.com)
New York gasoline weakened after a government report showed imports of the fuel to the East Coast increased last week.
 more ...

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Google Revamps Search Results Pages With ‘Knowledge Graph’
MSFT  IACI  YHOO  GOOG  AOL  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 01:03PM from (www.forbes.com)
Google this morning is launching a major addition to its search results pages intended to give users more accurate and relevant  more ...
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DealBook: Third Point Increases Its Yahoo Stake
YHOO  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 10:19AM from (feeds.nytimes.com)
Third Point said in a filing that it had raised its stake in Yahoo to 70.5 million shares; at Tuesday's closing price, the  more ...
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What’s Important in the Financial World (5/16/2012) New Greek Elections, Oil Prices Fall
KO  PEP  AAPL  YHOO  AOL  GM  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 06:43AM from (247wallst.com)
It appears increasingly likely that concerns about the future of Greece will depress equity markets worldwide. Politicians  more ...
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JCPenney and Nokia — When a New CEO Fails
JWN  AAPL  MSFT  M  NOK  YHOO  AMZN  JCP  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 06:30AM from (247wallst.com)
It is rare, but some new chief executives fail early - just after they begin their new jobs. That leaves boards with impossible  more ...
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Don’t Wish Bad News on Baidu – But When it Happens, That’s Your Chance
AAPL  DELL  YHOO  SINA  SOHU  GOOG  BIDU  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 15, 08:15PM from (ycharts.com)
Chinese internet provider Baidu (BIDU) typically played the uber-Google (GOOG) for U.S. investors, providing shareholders  more ...
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Lampert Hedge Fund Cut CIT, Seagate Stakes Last Quarter
BIG  COF  STX  CIT  SHLD  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 15, 06:36PM from (www.bloomberg.com)
Billionaire Edward Lampert took advantage of surging stock prices during the first quarter to cut stakes that his hedge fund  more ...
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Einhorn Dumps YHOO, OVTI Stakes In Q1, SEC Filing Shows
CSC  YHOO  RIMM  OVTI  EXPE  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 05:21PM from (www.forbes.com)
Greenlight Capital, the investment firm run by the closely watched investor David Einhorn, sold its entire position in Yahoo  more ...
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Yahoo!: Einhorn Dumps It, Stands Pat on AAPL
YHOO  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 15, 05:08PM from (blogs.barrons.com)
Hedge fund legend David Einhorn’s Greenlight Capital this afternoon filed a form 13F with the Securities & Exchange  more ...
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Big Changes To Buffett & Berkshire Hathaway Stock Holdings, A to Z
AXP  KO  DG  USB  MTB  GCI  GE  INTC  IBM  CVS  WFC  PG  WMT  WPO  JNJ  TMK  USG  COST  DVA  MCO  UPS  KFT  SNY  GSK  MA  IR  COP  CDCO  LMCA  BK  V  VRSK  GM  VIA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 15, 05:05PM from (247wallst.com)
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released their most recent U.S.-listed equity holdings  more ...
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Former AOL Exec Garlinghouse Named CEO Of YouSendIt
YHOO  AOL  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 01:30PM from (www.forbes.com)
Former AOL and Yahoo exec Brad Garlinghouse has a new gig. As of this morning, he's now CEO of YouSendIt, a venture-backed  more ...
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Doughnut line keeps chugging at Krispy Kreme…
JPM  YHOO  KKD  
Linked by footnoted ( track newsfeed | ignore newsfeed ) - May 15, 11:04AM from (www.footnoted.com)
There's plenty of news on the pay, performance and corporate governance front out there today, what with JPMorgan Chase's  more ...
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Facebook Updates IPO Filing, Raising Price Range To $34-$38
MSFT  YHOO  GOOG  LNKD  ZNGA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 08:50AM from (www.forbes.com)
As was widely expected, Facebook this morning followed an amended version of its S-1 offering document for its pending IPO,  more ...
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As Board After Board Fails, Governance Takes a Beating
JPM  BBY  CHK  GMCR  YHOO  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 15, 06:26AM from (247wallst.com)
Many Americans, and some politicians, have attacked the boards of major U.S. corporations for paying their CEOs too much,  more ...
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DealBook: Yahoo's Former Chief to Leave Without Severance
YHOO  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 14, 06:53PM from (feeds.nytimes.com)
Yahoo's outgoing chief executive, Scott Thompson, will leave the company without severance, after he was forced out after  more ...
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Thompson Leaves Yahoo! With No Severance
YHOO  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 14, 06:16PM from (247wallst.com)
As many lawyers and corporate governance experts expected, Scott Thompson left Yahoo! (NASDAQ: YHOO) without any severance  more ...
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European Worries Persist
BMC  YHOO  GOLF  MVG  ORCL  ACOM  FRAN  
Linked by tickerspy Newswire ( track newsfeed | ignore newsfeed ) - May 14, 04:34PM from (www.tickerspy.com)
Stocks continued their downward trend as European worries persist. With Greece still in a political stalemate, expectations  more ...
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