Third Point’s Archaea Energy Inc. LFG Stock Holding History

Third Point’s Portfolio LFG Stock Details LFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,465,000	Closed	-$53.8M	–	66
2022 Q2	$53.8M	Sell	3,465,000 -710,000	-17%	-$14.4M	1.27%	17
2022 Q1	$91.6M	Sell	4,175,000 -279,110	-6%	-$5.07M	1.19%	23
2021 Q4	$81.4M	Buy	4,454,110 +184,110	+4%	+$3.48M	0.57%	40
2021 Q3	$80.9M	Buy	+4,270,000	New	+$83.9M	0.44%	38

Other funds holding LFG

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Third Point's LFG Position: Q3 2022 in Review

Third Point sold out of Archaea Energy Inc. (LFG) in Q3 2022, closing a stake of 3,465,000 shares — an estimated $53.8M sold.

Third Point first reported a position in LFG in Q3 2021 and held it in 4 quarters. The position peaked at $91.6M in Q1 2022. 158 funds tracked by Wall St. Rank hold LFG as of Q3 2022.

Third Point reported no remaining Archaea Energy Inc. position as of Q3 2022 after selling out during the quarter.
Third Point sold 3,465,000 Archaea Energy Inc. shares in Q3 2022, an estimated $53.8M.
Third Point first reported a position in Archaea Energy Inc. in Q3 2021 and held it in 4 quarters.
Third Point's Archaea Energy Inc. position peaked at $91.6M in Q1 2022.
158 funds tracked by Wall St. Rank held Archaea Energy Inc. as of Q3 2022.

Based on Third Point's 13F filing for Q3 2022, filed 14 Nov 2022.