Third Point’s Sensata Technologies ST Stock Holding History

Third Point’s Portfolio ST Stock Details ST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,443,500	Closed	-$76.1M	–	46
2015 Q2	$76.1M	Sell	1,443,500 -2,556,500	-64%	-$143M	0.71%	35
2015 Q1	$230M	Hold	4,000,000	–	–	2.12%	19
2014 Q4	$210M	Sell	4,000,000 -1,000,000	-20%	-$48.5M	1.89%	15
2014 Q3	$223M	Buy	5,000,000 +2,000,000	+67%	+$94.8M	2.56%	9
2014 Q2	$140M	Buy	3,000,000 +1,150,000	+62%	+$50.3M	1.73%	24
2014 Q1	$78.9M	Buy	+1,850,000	New	+$73.7M	1.16%	34

Other funds holding ST

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Tesuji Partners Fort Lee, New Jersey $1.73B AUM 3.93% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Third Point's ST Position: Q3 2015 in Review

Third Point sold out of Sensata Technologies (ST) in Q3 2015, closing a stake of 1,443,500 shares — an estimated $76.1M sold.

Third Point first reported a position in ST in Q1 2014 and held it in 6 quarters. The position peaked at $230M in Q1 2015. 238 funds tracked by Wall St. Rank hold ST as of Q3 2015.

Third Point reported no remaining Sensata Technologies position as of Q3 2015 after selling out during the quarter.
Third Point sold 1,443,500 Sensata Technologies shares in Q3 2015, an estimated $76.1M.
Third Point first reported a position in Sensata Technologies in Q1 2014 and held it in 6 quarters.
Third Point's Sensata Technologies position peaked at $230M in Q1 2015.
238 funds tracked by Wall St. Rank held Sensata Technologies as of Q3 2015.

Based on Third Point's 13F filing for Q3 2015, filed 13 Nov 2015.