Third Point’s IAA, Inc. Common Stock IAA Stock Holding History

Third Point’s Portfolio IAA Stock Details IAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,698,694	Closed	-$480M	–	144
2021 Q1	$480M	Sell	8,698,694 -1,201,306	-12%	-$71.3M	3.23%	6
2020 Q4	$643M	Sell	9,900,000 -635,000	-6%	-$38M	4.96%	4
2020 Q3	$549M	Sell	10,535,000 -50,000	-0.5%	-$2.33M	5.49%	6
2020 Q2	$408M	Buy	10,585,000 +4,085,000	+63%	+$152M	5.59%	6
2020 Q1	$195M	Hold	6,500,000	–	–	3.11%	12
2019 Q4	$306M	Buy	+6,500,000	New	+$274M	3.52%	11

Other funds holding IAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Third Point's IAA Position: Q2 2021 in Review

Third Point sold out of IAA, Inc. Common Stock (IAA) in Q2 2021, closing a stake of 8,698,694 shares — an estimated $480M sold.

Third Point first reported a position in IAA in Q4 2019 and held it in 6 quarters. The position peaked at $643M in Q4 2020. 359 funds tracked by Wall St. Rank hold IAA as of Q2 2021.

Third Point reported no remaining IAA, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Third Point sold 8,698,694 IAA, Inc. Common Stock shares in Q2 2021, an estimated $480M.
Third Point first reported a position in IAA, Inc. Common Stock in Q4 2019 and held it in 6 quarters.
Third Point's IAA, Inc. Common Stock position peaked at $643M in Q4 2020.
359 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2021.

Based on Third Point's 13F filing for Q2 2021, filed 16 Aug 2021.