Third Point portfolio · 2002-09-30
Disclosed long book
$197.6 million
Long positions
31
Calls / puts
0 / 1
Top 5 concentration
50.8%
Longs with AI data
0 / 31
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
PENN VA CORP PENN VA CORP · COM · 707882106 | LONG | 782,600 | $25.4 million | 12.8% | NOT COMPARABLE | — | 1Y — 5Y — |
POTLATCH CORP POTLATCH CORP · COM · 737628107 | LONG | 868,900 | $24.9 million | 12.6% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY MEDIA CORP NEW LIBERTY MEDIA CORP NEW · COM SER A · 530718105 | LONG | 3,000,000 | $21.5 million | 10.9% | NOT COMPARABLE | — | 1Y — 5Y — |
SMUCKER J M CO SMUCKER J M CO · COM NEW · 832696105 | LONG | 450,000 | $16.5 million | 8.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMF BOWLING WORLDWIDE IN AMF BOWLING WORLDWIDE IN · Domestic Equity · 030985105 | LONG | 580,373 | $15.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SAXON CAPITAL INC SAXON CAPITAL INC · COM · 80556P302 | LONG | 1,096,600 | $12.1 million | 6.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN FINACIAL REALTY TR AMERICAN FINACIAL REALTY TR · COM · 02607P107 | LONG | 1,000,000 | $10.1 million | 5.1% | NOT COMPARABLE | — | 1Y — 5Y — |
PG&E CORP PG&E CORP · COM · 69331C108 | LONG | 787,000 | $8.9 million | 4.5% | NOT COMPARABLE | — | 1Y — 5Y — |
INSIGNIA FINL GROUP INC NEW INSIGNIA FINL GROUP INC NEW · COM · 45767A105 | LONG | 1,010,000 | $7.9 million | 4.0% | NOT COMPARABLE | — | 1Y — 5Y — |
LOCAL FINL CORP LOCAL FINL CORP · COM · 539553107 | LONG | 570,000 | $7.9 million | 4.0% | NOT COMPARABLE | — | 1Y — 5Y — |
FIDELITY NATL FINL INC FIDELITY NATL FINL INC · COM · 316326107 | LONG | 210,657 | $6.1 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
HELMERICH & PAYNE INC HELMERICH & PAYNE INC · COM · 423452101 | LONG | 167,100 | $5.7 million | 2.9% | NOT COMPARABLE | — | 1Y — 5Y — |
KINDRED HEALTHCARE INC KINDRED HEALTHCARE INC · COM · 494580103 | LONG | 151,800 | $5.6 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
WEMBLEY PLC WEMBLEY PLC · FOREIGN EQUITY · 000948252 | LONG | 475,000 | $5.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ADVANCED MEDICAL OPTICS INC ADVANCED MEDICAL OPTICS INC · COM · 00763M108 | LONG | 528,300 | $5.0 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
FIRST CMNTY BANCORP CALIF FIRST CMNTY BANCORP CALIF · COM · 31983B101 | LONG | 171,493 | $4.9 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
GENESIS HEALTH VENTURE INC N GENESIS HEALTH VENTURE INC N · COM · 37183F107 | LONG | 300,000 | $4.9 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ENTERASYS NETWORKS INC ENTERASYS NETWORKS INC · COM · 293637104 | LONG | 3,499,400 | $4.5 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LUFKIN INDS INC LUFKIN INDS INC · COM · 549764108 | LONG | 186,500 | $4.5 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
PLAINS RES INC PLAINS RES INC · COM PAR $0.10 · 726540503 | LONG | 146,100 | $3.8 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
PATINA OIL & GAS CORP PATINA OIL & GAS CORP · COM · 703224105 | LONG | 125,123 | $3.6 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
COLLINS & AIKMAN CORP NEW COLLINS & AIKMAN CORP NEW · COM NEW · 194830204 | LONG | 925,000 | $3.3 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
NEXANS SA NEXANS SA · FOREIGN EQUITY · 007130836 | LONG | 284,737 | $3.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
BARNES & NOBLE INC BARNES & NOBLE INC · COM · 067774109 | LONG | 117,700 | $2.5 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICREDIT CORP AMERICREDIT CORP · COM · 03060R101 | LONG | 284,500 | $2.3 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
BINDVIEW DEV CORP BINDVIEW DEV CORP · COM · 090327107 | LONG | 2,590,300 | $2.2 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
BIOTRANSPLANT INC BIOTRANSPLANT INC · COM · 09066Y107 | LONG | 1,219,998 | $1.6 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SILICONIX INC SILICONIX INC · COM NEW · 827079203 | LONG | 57,100 | $1.0 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
M D C HLDGS INC M D C HLDGS INC · COM · 552676108 | LONG | 25,300 | $893,000 | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ROTECH HEALTHCARE INC ROTECH HEALTHCARE INC · Domestic Equity · 778669101 | LONG | 48,800 | $683,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
DADE BEHRING INC - W/I DADE BEHRING INC - W/I · Domestic Equity · 23342J206 | LONG | 25,000 | $461,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
NORTHWESTERN CORP NORTHWESTERN CORP · PUT · 668074957 | PUT | 1,000 | $2.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |