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
—
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
No immediately preceding quarter is available for comparison.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| 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 — |