Third Point’s Pampa Energía PAM Stock Holding History

Third Point’s Portfolio PAM Stock Details PAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,100,000	Closed	-$65.6M	–	48
2018 Q1	$65.6M	Sell	1,100,000 -525,000	-32%	-$34.2M	0.49%	30
2017 Q4	$109M	Buy	1,625,000 +1,540,000	+1,812%	+$101M	0.79%	31
2017 Q3	$5.5M	Buy	+85,000	New	+$4.98M	0.05%	37

Other funds holding PAM

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TT International London, United Kingdom $1.94B AUM

VAS

VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

SAM

Serengeti Asset Management New York $31.8M AUM 23.16% 1-Year Est. Return

Third Point's PAM Position: Q2 2018 in Review

Third Point sold out of Pampa Energía (PAM) in Q2 2018, closing a stake of 1,100,000 shares — an estimated $65.6M sold.

Third Point first reported a position in PAM in Q3 2017 and held it in 3 quarters. The position peaked at $109M in Q4 2017. 92 funds tracked by Wall St. Rank hold PAM as of Q2 2018.

Third Point reported no remaining Pampa Energía position as of Q2 2018 after selling out during the quarter.
Third Point sold 1,100,000 Pampa Energía shares in Q2 2018, an estimated $65.6M.
Third Point first reported a position in Pampa Energía in Q3 2017 and held it in 3 quarters.
Third Point's Pampa Energía position peaked at $109M in Q4 2017.
92 funds tracked by Wall St. Rank held Pampa Energía as of Q2 2018.

Based on Third Point's 13F filing for Q2 2018, filed 10 Aug 2018.