Third Point portfolio · 2007-06-30
Disclosed long book
$5.20 billion
Long positions
92
Calls / puts
1 / 3
Top 5 concentration
25.9%
Longs with AI data
0 / 92
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
NYSE EURONEXT NYSE EURONEXT · COM · 629491101 | LONG | 4,849,700 | $357.0 million | 6.9% | NEWLY REPORTED | — | 1Y — 5Y — |
PDL BIOPHARMA INC PDL BIOPHARMA INC · COM · 69329Y104 | LONG | 11,400,000 | $265.6 million | 5.1% | INCREASED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 1,600,000 | $265.4 million | 5.1% | REDUCED | — | 1Y — 5Y — |
POGO PRODUCING CO POGO PRODUCING CO · COM · 730448107 | LONG | 4,615,000 | $234.4 million | 4.5% | UNCHANGED | — | 1Y — 5Y — |
SYNOVUS FINL CORP SYNOVUS FINL CORP · COM · 87161C105 | LONG | 7,375,000 | $226.4 million | 4.4% | INCREASED | — | 1Y — 5Y — |
DADE BEHRING HLDGS INC DADE BEHRING HLDGS INC · COM · 23342J206 | LONG | 4,000,000 | $212.5 million | 4.1% | UNCHANGED | — | 1Y — 5Y — |
GRANITE CONSTR INC GRANITE CONSTR INC · COM · 387328107 | LONG | 3,250,000 | $208.6 million | 4.0% | INCREASED | — | 1Y — 5Y — |
QUESTAR CORP QUESTAR CORP · COM · 748356102 | LONG | 3,500,000 | $185.0 million | 3.6% | INCREASED | — | 1Y — 5Y — |
TXU CORP TXU CORP · COM · 873168108 | LONG | 2,500,000 | $168.3 million | 3.2% | INCREASED | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 24,400,000 | $135.7 million | 2.6% | NEWLY REPORTED | — | 1Y — 5Y — |
BEA SYS INC BEA SYS INC · COM · 073325102 | LONG | 9,650,000 | $132.1 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
MASSEY ENERGY COMPANY MASSEY ENERGY COMPANY · COM · 576206106 | LONG | 4,800,000 | $127.9 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
CYPRESS SEMICONDUCTOR CORP CYPRESS SEMICONDUCTOR CORP · COM · 232806109 | LONG | 5,300,000 | $123.4 million | 2.4% | INCREASED | — | 1Y — 5Y — |
ATP OIL & GAS CORP ATP OIL & GAS CORP · COM · 00208J108 | LONG | 2,500,000 | $121.6 million | 2.3% | INCREASED | — | 1Y — 5Y — |
BAUSCH & LOMB INC BAUSCH & LOMB INC · COM · 071707103 | LONG | 1,605,000 | $111.5 million | 2.1% | INCREASED | — | 1Y — 5Y — |
OM GROUP INC OM GROUP INC · COM · 670872100 | LONG | 2,050,000 | $108.5 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CLEAR CHANNEL COMMUNICATIONS CLEAR CHANNEL COMMUNICATIONS · COM · 184502102 | LONG | 2,750,000 | $104.0 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CSX CORP CSX CORP · COM · 126408103 | LONG | 2,000,000 | $90.2 million | 1.7% | INCREASED | — | 1Y — 5Y — |
MARTIN MARIETTA MATLS INC MARTIN MARIETTA MATLS INC · COM · 573284106 | LONG | 550,000 | $89.1 million | 1.7% | REDUCED | — | 1Y — 5Y — |
UNION PAC CORP UNION PAC CORP · COM · 907818108 | LONG | 700,000 | $80.6 million | 1.6% | INCREASED | — | 1Y — 5Y — |
CV THERAPEUTICS INC CV THERAPEUTICS INC · COM · 126667104 | LONG | 5,900,000 | $77.9 million | 1.5% | INCREASED | — | 1Y — 5Y — |
NUSTAR GP HOLDINGS LLC NUSTAR GP HOLDINGS LLC · UNIT RESTG LLC · 67059L102 | LONG | 2,000,000 | $76.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN · COM NEW · 485170302 | LONG | 2,000,000 | $75.1 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
EXCO RESOURCES INC EXCO RESOURCES INC · COM · 269279402 | LONG | 4,300,000 | $75.0 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
NORFOLK SOUTHERN CORP NORFOLK SOUTHERN CORP · COM · 655844108 | LONG | 1,350,000 | $71.0 million | 1.4% | INCREASED | — | 1Y — 5Y — |
IHOP CORP IHOP CORP · COM · 449623107 | LONG | 1,255,000 | $68.3 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
DOUGLAS EMMETT INC DOUGLAS EMMETT INC · COM · 25960P109 | LONG | 2,750,000 | $68.0 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
FEI CO FEI CO · COM · 30241L109 | LONG | 1,950,000 | $63.3 million | 1.2% | REDUCED | — | 1Y — 5Y — |
FLOW INTL CORP FLOW INTL CORP · COM · 343468104 | LONG | 5,060,000 | $62.5 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
CHARMING SHOPPES INC CHARMING SHOPPES INC · COM · 161133103 | LONG | 5,250,000 | $56.9 million | 1.1% | INCREASED | — | 1Y — 5Y — |
LINN ENERGY LLC LINN ENERGY LLC · UNIT LTD LIAB · 536020100 | LONG | 1,733,331 | $55.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
INVITROGEN CORP INVITROGEN CORP · COM · 46185R100 | LONG | 750,000 | $55.3 million | 1.1% | REDUCED | — | 1Y — 5Y — |
ICICI BANK LIMITED ICICI BANK LIMITED · ADR · 45104G104 | LONG | 1,100,000 | $54.1 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
PROSHARES TR PROSHARES TR · ULTRASHORT QQQ · 74347R875 | LONG | 1,100,000 | $50.2 million | — | INCREASED | — | 1Y — 5Y — |
CHIPOTLE MEXICAN GRILL INC CHIPOTLE MEXICAN GRILL INC · CL B · 169656204 | LONG | 632,500 | $49.7 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
NORTHERN ORION RES INC NORTHERN ORION RES INC · COM · 665575106 | LONG | 8,600,000 | $48.9 million | 0.9% | INCREASED | — | 1Y — 5Y — |
LEAP WIRELESS INTL INC LEAP WIRELESS INTL INC · COM NEW · 521863308 | LONG | 575,000 | $48.6 million | 0.9% | REDUCED | — | 1Y — 5Y — |
WILLBROS GROUP INC WILLBROS GROUP INC · COM · 969199108 | LONG | 1,500,000 | $44.5 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
INFINEON TECHNOLOGIES AG INFINEON TECHNOLOGIES AG · SPONSORED ADR · 45662N103 | LONG | 2,600,000 | $43.0 million | 0.8% | INCREASED | — | 1Y — 5Y — |
ALKERMES INC ALKERMES INC · COM · 01642T108 | LONG | 2,835,000 | $41.4 million | 0.8% | INCREASED | — | 1Y — 5Y — |
CIT GROUP INC CIT GROUP INC · COM · 125581108 | LONG | 750,000 | $41.1 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
DAIMLERCHRYSLER AG DAIMLERCHRYSLER AG · ORD · D1668R123 | LONG | 447,000 | $41.1 million | — | INCREASED | — | 1Y — 5Y — |
HERBALIFE LTD HERBALIFE LTD · COM USD SHS · G4412G101 | LONG | 1,000,000 | $39.6 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
APARTMENT INVT & MGMT CO APARTMENT INVT & MGMT CO · CL A · 03748R101 | LONG | 755,000 | $38.1 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
DILLARDS INC DILLARDS INC · CL A · 254067101 | LONG | 1,000,000 | $35.9 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
DOMINION RES INC VA NEW DOMINION RES INC VA NEW · COM · 25746U109 | LONG | 400,000 | $34.5 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
NABI BIOPHARMACEUTICALS NABI BIOPHARMACEUTICALS · COM · 629519109 | LONG | 6,890,000 | $31.7 million | 0.6% | INCREASED | — | 1Y — 5Y — |
CORE MARK HOLDING CO INC CORE MARK HOLDING CO INC · COM · 218681104 | LONG | 878,500 | $31.6 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
HARRAHS ENTMT INC HARRAHS ENTMT INC · COM · 413619107 | LONG | 350,000 | $29.8 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
FREEDOM ACQUISITION HLDGS IN FREEDOM ACQUISITION HLDGS IN · COM · 35645F103 | LONG | 2,700,000 | $29.7 million | 0.6% | INCREASED | — | 1Y — 5Y — |
VEECO INSTRS INC DEL VEECO INSTRS INC DEL · COM · 922417100 | LONG | 1,425,000 | $29.6 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CITADEL BROADCASTING CORP CITADEL BROADCASTING CORP · COM · 17285T106 | LONG | 4,396,163 | $28.4 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BURLINGTON NORTHN SANTA FE C BURLINGTON NORTHN SANTA FE C · COM · 12189T104 | LONG | 325,000 | $27.7 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
CANDELA CORP CANDELA CORP · COM · 136907102 | LONG | 2,120,000 | $24.6 million | 0.5% | INCREASED | — | 1Y — 5Y — |
VERIGY LTD VERIGY LTD · SHS · Y93691106 | LONG | 800,000 | $22.9 million | 0.4% | REDUCED | — | 1Y — 5Y — |
DEPOMED INC DEPOMED INC · COM · 249908104 | LONG | 4,735,000 | $22.6 million | 0.4% | INCREASED | — | 1Y — 5Y — |
INVESCO PLC INVESCO PLC · SPONSORED ADR · 46127U104 | LONG | 850,000 | $22.0 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
SUNPOWER CORP SUNPOWER CORP · COM CL A · 867652109 | LONG | 336,800 | $21.2 million | 0.4% | REDUCED | — | 1Y — 5Y — |
VICTORY ACQUISITION CORP VICTORY ACQUISITION CORP · COM · 92644D100 | LONG | 2,200,000 | $20.7 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
Talisman Energy Inc Talisman Energy Inc · COM · 87425E103 | LONG | 1,000,000 | $19.3 million | 0.4% | REDUCED | — | 1Y — 5Y — |
FLAMEL TECHNOLOGIES SA FLAMEL TECHNOLOGIES SA · SPONSORED ADR · 338488109 | LONG | 920,000 | $19.3 million | 0.4% | INCREASED | — | 1Y — 5Y — |
IRSA INVERSIONES Y REP S A IRSA INVERSIONES Y REP S A · GLOBL DEP RCPT · 450047204 | LONG | 1,000,000 | $18.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
BAUER EDDIE HLDGS INC BAUER EDDIE HLDGS INC · COM · 071625107 | LONG | 1,425,000 | $18.3 million | 0.4% | INCREASED | — | 1Y — 5Y — |
GREENLIGHT CAPITAL RE LTD GREENLIGHT CAPITAL RE LTD · CLASS A · G4095J109 | LONG | 800,000 | $18.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AEROFLEX INC AEROFLEX INC · COM · 007768104 | LONG | 1,260,000 | $17.9 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
LORAL SPACE & COMMUNICATNS I LORAL SPACE & COMMUNICATNS I · COM · 543881106 | LONG | 350,862 | $17.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
COLEMAN CABLE INC COLEMAN CABLE INC · COM · 193459302 | LONG | 666,667 | $17.2 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
ACORDA THERAPEUTICS INC ACORDA THERAPEUTICS INC · COM · 00484M106 | LONG | 1,000,000 | $17.1 million | 0.3% | REDUCED | — | 1Y — 5Y — |
KONINKLIJKE PHILIPS ELECTRS KONINKLIJKE PHILIPS ELECTRS · NY REG SH NEW · 500472303 | LONG | 400,000 | $16.9 million | — | REDUCED | — | 1Y — 5Y — |
CEPHALON INC CEPHALON INC · COM · 156708109 | LONG | 200,000 | $16.1 million | 0.3% | REDUCED | — | 1Y — 5Y — |
UNITED THERAPEUTICS CORP DEL UNITED THERAPEUTICS CORP DEL · COM · 91307C102 | LONG | 250,000 | $15.9 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
FREEDOM ACQUISITION HLDGS IN FREEDOM ACQUISITION HLDGS IN · *W EXP 12/28/201 · 35645F111 | LONG | 4,700,000 | $15.3 million | — | INCREASED | — | 1Y — 5Y — |
EMBARQ CORP EMBARQ CORP · COM · 29078E105 | LONG | 225,000 | $14.3 million | 0.3% | REDUCED | — | 1Y — 5Y — |
VANTAGE ENERGY SERVICES INC VANTAGE ENERGY SERVICES INC · COM · 92209F102 | LONG | 1,875,000 | $14.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
LIGAND PHARMACEUTICALS INC LIGAND PHARMACEUTICALS INC · CL B · 53220K207 | LONG | 2,005,000 | $13.8 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
ONYX PHARMACEUTICALS INC ONYX PHARMACEUTICALS INC · COM · 683399109 | LONG | 500,000 | $13.4 million | 0.3% | REDUCED | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 350,000 | $11.7 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
BIOFUEL ENERGY CORP BIOFUEL ENERGY CORP · COM · 09064Y109 | LONG | 1,250,000 | $11.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SYMANTEC CORP SYMANTEC CORP · COM · 871503108 | LONG | 500,000 | $10.1 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ENTERTAINMENT DIST CO INC ENTERTAINMENT DIST CO INC · COM · 29382J105 | LONG | 4,658,000 | $9.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
UBS AG UBS AG · SHS NEW · H89231338 | LONG | 150,000 | $9.0 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ARIAD PHARMACEUTICALS INC ARIAD PHARMACEUTICALS INC · COM · 04033A100 | LONG | 1,600,000 | $8.8 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
POST PPTYS INC POST PPTYS INC · COM · 737464107 | LONG | 165,000 | $8.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ICO GLOBAL COMM HLDGS LTD DE ICO GLOBAL COMM HLDGS LTD DE · CL A · 44930K108 | LONG | 2,245,000 | $7.8 million | 0.2% | REDUCED | — | 1Y — 5Y — |
ACADIA PHARMACEUTICALS INC ACADIA PHARMACEUTICALS INC · COM · 004225108 | LONG | 475,000 | $6.5 million | 0.1% | INCREASED | — | 1Y — 5Y — |
APPLERA CORP APPLERA CORP · COM AP BIO GRP · 038020103 | LONG | 200,000 | $6.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ABRAXAS PETE CORP ABRAXAS PETE CORP · COM · 003830106 | LONG | 1,207,572 | $5.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MOLEX INC MOLEX INC · CL A · 608554200 | LONG | 181,700 | $4.8 million | 0.1% | REDUCED | — | 1Y — 5Y — |
VICTORY ACQUISITION CORP VICTORY ACQUISITION CORP · *W EXP 04/24/201 · 92644D118 | LONG | 2,200,000 | $3.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
VANTAGE ENERGY SERVICES INC VANTAGE ENERGY SERVICES INC · *W EXP 99/99/999 · 92209F110 | LONG | 1,875,000 | $1.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MEDIS TECHNOLOGIES LTD MEDIS TECHNOLOGIES LTD · COM · 58500P107 | LONG | 100,000 | $1.5 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CYPRESS BIOSCIENCES INC CYPRESS BIOSCIENCES INC · COM PAR $.02 · 232674507 | LONG | 100,000 | $1.3 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | CALL | 100,000 | $6.8 million | — | UNCHANGED | — | 1Y — 5Y — |
HOME SOLUTIONS AMER INC HOME SOLUTIONS AMER INC · COM · 437355100 | PUT | 100,000 | $160,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
PRICE T ROWE GROUP INC PRICE T ROWE GROUP INC · COM · 74144T108 | PUT | 100,000 | $113,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
EATON VANCE CORP EATON VANCE CORP · COM NON VTG · 278265103 | PUT | 100,000 | $50,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |