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Fund Holdings of THIRD POINT LLC Filed on 2012-02-14

Link to Original SEC 13F filings sorted on filing date: 2012-02-14 | 2011-11-14 | 2011-08-15 | 2011-05-16 | 2011-02-11 | 2010-11-15 | 2010-08-16 | 2010-05-17 | 2010-02-16 | 2009-11-16 | 2009-08-14 | 2009-05-15 | 2009-02-17 | 2008-11-14 | 2008-08-14 | 2008-05-14 |

1. Fund Information

Fund NameTHIRD POINT LLC
Fund Manager
Address390 PARK AVENUE,
NEW YORK, NY, 10022
::Google Map
Phone(212) 224-7400
13F Asset Last Qtr$2,109,094,000
13F Asset This Qtr$2,496,965,000
Asset Change18.39%

2. Comparison of Holdings by Sectors with Last Quarter

3. Top 20 Holdings (Value) of This Quarter

No.SecurityPut/CallStockSharesValue(x$1000)Activity(Shr)% Port.
1.)YAHOO! INC.YHOO56,000,700$903,291Added 16.67%36.18%
2.)SARA LEE CORP.SLE7,800,000$147,576Added 14.71%5.91%
3.)EL PASO CORP.EP5,550,000$147,464Cut -20.71%5.91%
4.)MARVELL TECHNOLOGY GROUP, LTD.MRVL10,000,000$138,500New5.55%
5.)DISH NETWORK CORPORATIONDISH4,000,000$113,920New4.56%
6.)MEAD JOHNSON NUTRITION COMPANY COMMON STOCKMJN1,300,000$89,349Added 18.18%3.58%
7.)GILEAD SCIENCES, INC.GILD1,900,000$77,767Added 58.33%3.11%
8.)PLAINS EXPLORATION & PRODUCTION CO. L.P.PXP2,100,000$77,112New3.09%
9.)SUNOCO, INC.SUN1,820,000$74,656Cut -4.21%2.99%
10.)BIG LOTS, INC.BIG1,650,000$62,304Cut -13.16%2.50%
11.)SKYWORKS SOLUTIONS, INC.SWKS3,750,000$60,825New2.44%
12.)NEWELL RUBBERMAID, INC.NWL3,050,000$49,258Cut -12.86%1.97%
13.)LIBERTY MEDIA CORPORATION - SERIES A LIBERTY INTERACTIVE COMMON STOCKLINTA3,000,000$48,645Added 50.00%1.95%
14.)LIBERTY MEDIA CORPORATIONLMCA500,000$39,025New1.56%
15.)GARDNER DENVER, INC.GDI500,000$38,530Cut -9.09%1.54%
16.)CELANESE CORP (DE)CE850,000$37,630Added 6.25%1.51%
17.)YAHOO! INC.CALLYHOO10,000,000$37,000Cut -33.33%1.48%
18.)SANDISK CORPORATIONSNDK700,000$34,447Cut -50.00%1.38%
19.)WILLIAMS COS INC (THE)WMB1,000,000$33,020Cut -80.95%1.32%
20.)FMC CORP.FMC350,000$30,114Added 75.00%1.21%

4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter

No.SecurityPut/CallStockShares NEWValue(x$1000)% Port.
1.)MARVELL TECHNOLOGY GROUP, LTD.MRVL10,000,000$138,5005.55%
2.)DISH NETWORK CORPORATIONDISH4,000,000$113,9204.56%
3.)PLAINS EXPLORATION & PRODUCTION CO. L.P.PXP2,100,000$77,1123.09%
4.)SKYWORKS SOLUTIONS, INC.SWKS3,750,000$60,8252.44%
5.)LIBERTY MEDIA CORPORATIONLMCA500,000$39,0251.56%
6.)GOLDMAN SACHS GROUP, INC.GS300,000$27,1291.09%
7.)GENWORTH FINANCIAL INCGNW3,500,000$22,9250.92%
8.)E*TRADE FINANCIAL CORPORATIONETFC2,530,000$20,1390.81%
9.)MGIC INVESTMENT CORP. (MILWAUKEE, WI)MTG5,000,000$18,6500.75%
10.)YPF SAYPF500,000$17,3400.69%
11.)MEMC ELECTRONIC MATERIALS, INC.WFR3,750,000$14,7750.59%
12.)WPX ENERGY INCWPX700,000$12,7190.51%
13.)POTASH CORP. OF SASKATCHEWAN INC.POT64,800$2,6750.11%
14.)DIAMOND FOODS, INC.PUTDMND750,000$8670.03%

5. Top 20 (Value) Holdings Totally SOLD OUT in This Quarter

No.SecurityPut/CallStockShares SOLDValue(x$1000)% Port. Last Qtr
1.)CVR ENERGY INC. COMMON STOCKCVI4,000,000$84,5604.01%
2.)WARNACO GROUP INCWRC1,000,000$46,0902.19%
3.)MOSAIC COMPANY NEWMOS900,000$44,0732.09%
4.)EBAY INC.EBAY1,250,000$36,8621.75%
5.)AGCO CORP.AGCO600,000$20,7420.98%
6.)LIGAND PHARMACEUTICALS INCORPORATEDLGND705,016$9,6450.46%
7.)MINDRAY MEDICAL INTERNATIONAL LTDMR275,000$6,4930.31%
8.)ROYAL BANK OF SCOTLAND GROUP PLC PRFD RBS-PS490,000$5,4440.26%
9.)EMMIS COMMUNICATIONS CORPORATION - 6.25% SERIES A CUMULATIVE CONVERTIBLE PREFERRED STOCKEMMSP321,057$4,1800.20%