Reduced
4.17% -> 8.06%
Third Point sold 1,129,231 shares, but portfolio weight rose from 4.17% to 8.06% because the disclosed 13F portfolio contracted more.
Estimated quarter price range
Price estimate unavailable.
-1,129,231 Shares
-33.21%
Counts show how tracked institutions changed this company in their latest available filings.
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
Third Point sold 1,129,231 shares, but portfolio weight rose from 4.17% to 8.06% because the disclosed 13F portfolio contracted more.
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
| Quarter | Current managers | Combined holding value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0 | |
| Q3 2025 | 1 | $252,990,000 | 3,000,000 | Third Point New position - 3,000,000 Shares |
| Q4 2025 | 1 | $303,552,000 | 3,400,000 | Third Point Increased - 3,400,000 Shares |
| Q1 2026 | 1 | $167,855,244 | 2,270,769 | Third Point Reduced - 2,270,769 Shares |
| Manager | Issuer | CUSIP | Security class | Holding market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Third Point | SOMNIGROUP INTERNATIONAL INC | 88023U101 | COM | $167,855,244 | 2,270,769 | 8.06% | SEC XML |