LongCRHJul 2026
CRH plc
Third Point views CRH as having transformed from a cyclical European cement producer into a leading North American infrastructure and construction-materials platform. Its local…
Third Point Offshore Fund, Ltd. / Third Point LLC
Event-driven and opportunistic global investing across equities, credit and other asset classes, with flexible gross and net exposure and an emphasis on asymmetric risk-reward.$24.7B AUM3 published ideas
Third Point Offshore Fund, Ltd. is a feeder fund to Third Point Master Fund LP and is managed by Third Point LLC. Third Point pursues an event-driven, opportunistic strategy across the capital structure and combines concentrated equity ideas with corporate credit, structured credit and hedging.
Ideas from Third Point Offshore Fund, Ltd. / Third Point LLC
LongXYZJul 2026
Block Inc.
Third Point believes Block is shifting from a user-acquisition story to a deeper monetization and earnings-compounding story. Nationwide approval for Cash App Borrow allows Block…
LongFLEXJul 2026
Flex Ltd.
Third Point established a new position in Flex after the company announced plans to separate its Cloud & Power Infrastructure business into an independent public company. The…
Letters covered
- Second Quarter 2026 Investor LetterJuly 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.