Third Point portfolio · 2007-09-30
Disclosed long book
$4.85 billion
Long positions
77
Calls / puts
2 / 1
Top 5 concentration
26.7%
Longs with AI data
0 / 77
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
BAUSCH & LOMB INC BAUSCH & LOMB INC · COM · 071707103 | LONG | 5,000,000 | $320.0 million | 6.6% | INCREASED | — | 1Y — 5Y — |
CYPRESS SEMICONDUCTOR CORP CYPRESS SEMICONDUCTOR CORP · COM · 232806109 | LONG | 8,565,000 | $250.2 million | 5.2% | INCREASED | — | 1Y — 5Y — |
POGO PRODUCING CO POGO PRODUCING CO · COM · 730448107 | LONG | 4,615,000 | $245.1 million | 5.1% | UNCHANGED | — | 1Y — 5Y — |
PDL BIOPHARMA INC PDL BIOPHARMA INC · COM · 69329Y104 | LONG | 11,300,000 | $244.2 million | 5.0% | REDUCED | — | 1Y — 5Y — |
SYNOVUS FINL CORP SYNOVUS FINL CORP · COM · 87161C105 | LONG | 8,335,000 | $233.8 million | 4.8% | INCREASED | — | 1Y — 5Y — |
DADE BEHRING HLDGS INC DADE BEHRING HLDGS INC · COM · 23342J206 | LONG | 3,000,000 | $229.1 million | 4.7% | REDUCED | — | 1Y — 5Y — |
NYSE EURONEXT NYSE EURONEXT · COM · 629491101 | LONG | 2,700,000 | $213.8 million | 4.4% | REDUCED | — | 1Y — 5Y — |
QUESTAR CORP QUESTAR CORP · COM · 748356102 | LONG | 3,500,000 | $183.9 million | 3.8% | UNCHANGED | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 35,000,000 | $180.6 million | 3.7% | INCREASED | — | 1Y — 5Y — |
TXU CORP TXU CORP · COM · 873168108 | LONG | 2,500,000 | $171.2 million | 3.5% | UNCHANGED | — | 1Y — 5Y — |
MIRANT CORP NEW MIRANT CORP NEW · COM · 60467R100 | LONG | 4,000,000 | $162.7 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
GRANITE CONSTR INC GRANITE CONSTR INC · COM · 387328107 | LONG | 2,900,000 | $153.8 million | 3.2% | REDUCED | — | 1Y — 5Y — |
LYONDELL CHEMICAL CO LYONDELL CHEMICAL CO · COM · 552078107 | LONG | 3,000,000 | $139.1 million | 2.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 900,000 | $133.2 million | 2.7% | REDUCED | — | 1Y — 5Y — |
BEA SYS INC BEA SYS INC · COM · 073325102 | LONG | 9,500,000 | $131.8 million | 2.7% | REDUCED | — | 1Y — 5Y — |
CLEAR CHANNEL COMMUNICATIONS CLEAR CHANNEL COMMUNICATIONS · COM · 184502102 | LONG | 2,750,000 | $103.0 million | 2.1% | UNCHANGED | — | 1Y — 5Y — |
OM GROUP INC OM GROUP INC · COM · 670872100 | LONG | 1,700,000 | $89.8 million | 1.9% | REDUCED | — | 1Y — 5Y — |
SEARS HLDGS CORP SEARS HLDGS CORP · COM · 812350106 | LONG | 650,000 | $82.7 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
SLM CORP SLM CORP · COM · 78442P106 | LONG | 1,600,000 | $79.5 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MOLEX INC MOLEX INC · COM · 608554101 | LONG | 2,800,000 | $75.4 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CHIPOTLE MEXICAN GRILL INC CHIPOTLE MEXICAN GRILL INC · CL B · 169656204 | LONG | 690,000 | $73.8 million | 1.5% | INCREASED | — | 1Y — 5Y — |
SPDR TR SPDR TR · UNIT SER 1 · 78462F103 | LONG | 457,700 | $71.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALLTEL CORP ALLTEL CORP · COM · 020039103 | LONG | 1,000,000 | $69.7 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
AVAYA INC AVAYA INC · COM · 053499109 | LONG | 4,100,000 | $69.5 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
HILTON HOTELS CORP HILTON HOTELS CORP · COM · 432848109 | LONG | 1,400,000 | $65.1 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
FEI CO FEI CO · COM · 30241L109 | LONG | 2,000,000 | $62.9 million | 1.3% | INCREASED | — | 1Y — 5Y — |
HARRAHS ENTMT INC HARRAHS ENTMT INC · COM · 413619107 | LONG | 700,000 | $60.9 million | 1.3% | INCREASED | — | 1Y — 5Y — |
CERIDIAN CORP NEW CERIDIAN CORP NEW · COM · 156779100 | LONG | 1,700,000 | $59.1 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
HORSEHEAD HLDG CORP HORSEHEAD HLDG CORP · COM · 440694305 | LONG | 2,700,000 | $59.0 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
DILLARDS INC DILLARDS INC · CL A · 254067101 | LONG | 2,400,000 | $52.4 million | 1.1% | INCREASED | — | 1Y — 5Y — |
EXCO RESOURCES INC EXCO RESOURCES INC · COM · 269279402 | LONG | 3,000,000 | $49.6 million | 1.0% | REDUCED | — | 1Y — 5Y — |
CV THERAPEUTICS INC CV THERAPEUTICS INC · COM · 126667104 | LONG | 5,450,000 | $48.9 million | 1.0% | REDUCED | — | 1Y — 5Y — |
FREEDOM ACQUISITION HLDGS IN FREEDOM ACQUISITION HLDGS IN · COM · 35645F103 | LONG | 4,350,000 | $48.9 million | 1.0% | INCREASED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 1,100,000 | $46.5 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ALKERMES INC ALKERMES INC · COM · 01642T108 | LONG | 2,465,000 | $45.4 million | 0.9% | REDUCED | — | 1Y — 5Y — |
FLOW INTL CORP FLOW INTL CORP · COM · 343468104 | LONG | 5,060,000 | $43.7 million | 0.9% | UNCHANGED | — | 1Y — 5Y — |
WEYERHAEUSER CO WEYERHAEUSER CO · COM · 962166104 | LONG | 600,000 | $43.4 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
DAIMLERCHRYSLER AG DAIMLERCHRYSLER AG · ORD · D1668R123 | LONG | 422,000 | $42.3 million | — | REDUCED | — | 1Y — 5Y — |
CORE MARK HOLDING CO INC CORE MARK HOLDING CO INC · COM · 218681104 | LONG | 1,064,200 | $37.5 million | 0.8% | INCREASED | — | 1Y — 5Y — |
INVITROGEN CORP INVITROGEN CORP · COM · 46185R100 | LONG | 450,000 | $36.8 million | 0.8% | REDUCED | — | 1Y — 5Y — |
MYLAN INC MYLAN INC · COM · 628530107 | LONG | 2,150,000 | $34.3 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
Johnson & Johnson Johnson & Johnson · COM · 478160104 | LONG | 500,000 | $32.9 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
QIMONDA AG QIMONDA AG · SPONSORED ADR · 746904101 | LONG | 2,750,000 | $31.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
NABI BIOPHARMACEUTICALS NABI BIOPHARMACEUTICALS · COM · 629519109 | LONG | 6,890,000 | $28.0 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
TARGET CORP TARGET CORP · COM · 87612E106 | LONG | 418,700 | $26.6 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
VICTORY ACQUISITION CORP VICTORY ACQUISITION CORP · COM · 92644D100 | LONG | 2,200,000 | $20.5 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
CANDELA CORP CANDELA CORP · COM · 136907102 | LONG | 2,255,000 | $19.1 million | 0.4% | INCREASED | — | 1Y — 5Y — |
APPLERA CORP APPLERA CORP · COM AP BIO GRP · 038020103 | LONG | 500,000 | $17.3 million | 0.4% | INCREASED | — | 1Y — 5Y — |
BAUER EDDIE HLDGS INC BAUER EDDIE HLDGS INC · COM · 071625107 | LONG | 1,900,000 | $16.3 million | 0.3% | INCREASED | — | 1Y — 5Y — |
GENTIUM S P A GENTIUM S P A · SPONSORED ADR · 37250B104 | LONG | 705,000 | $16.2 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ADVANCED MEDICAL OPTICS INC ADVANCED MEDICAL OPTICS INC · COM · 00763M108 | LONG | 505,000 | $15.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
GREENLIGHT CAPITAL RE LTD GREENLIGHT CAPITAL RE LTD · CLASS A · G4095J109 | LONG | 750,000 | $15.2 million | — | REDUCED | — | 1Y — 5Y — |
DEPOMED INC DEPOMED INC · COM · 249908104 | LONG | 7,050,000 | $14.5 million | 0.3% | INCREASED | — | 1Y — 5Y — |
VANTAGE ENERGY SERVICES INC VANTAGE ENERGY SERVICES INC · COM · 92209F102 | LONG | 1,875,000 | $14.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
MEDICIS PHARMACEUTICAL CORP MEDICIS PHARMACEUTICAL CORP · CL A NEW · 584690309 | LONG | 450,000 | $13.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SALIX PHARMACEUTICALS INC SALIX PHARMACEUTICALS INC · COM · 795435106 | LONG | 1,100,000 | $13.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SUNPOWER CORP SUNPOWER CORP · COM CL A · 867652109 | LONG | 160,700 | $13.3 million | 0.3% | REDUCED | — | 1Y — 5Y — |
SEPRACOR INC SEPRACOR INC · COM · 817315104 | LONG | 450,000 | $12.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
FREEDOM ACQUISITION HLDGS IN FREEDOM ACQUISITION HLDGS IN · *W EXP 12/28/20 · 35645F111 | LONG | 4,050,000 | $12.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
STARWOOD HOTELS&RESORTS WRLD STARWOOD HOTELS&RESORTS WRLD · COM · 85590A401 | LONG | 200,000 | $12.2 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
GUITAR CTR MGMT INC GUITAR CTR MGMT INC · COM · 402040109 | LONG | 200,000 | $11.9 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
COLEMAN CABLE INC COLEMAN CABLE INC · COM · 193459302 | LONG | 791,667 | $11.0 million | 0.2% | INCREASED | — | 1Y — 5Y — |
LIGAND PHARMACEUTICALS INC LIGAND PHARMACEUTICALS INC · CL B · 53220K207 | LONG | 2,005,000 | $10.7 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
ALPHARMA INC ALPHARMA INC · CL A · 020813101 | LONG | 500,000 | $10.7 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
IMCLONE SYS INC IMCLONE SYS INC · COM · 45245W109 | LONG | 250,000 | $10.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TERRESTAR CORP TERRESTAR CORP · COM · 881451108 | LONG | 1,000,000 | $9.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ARIAD PHARMACEUTICALS INC ARIAD PHARMACEUTICALS INC · COM · 04033A100 | LONG | 1,600,000 | $7.4 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
VALEANT PHARMACEUTICALS INTL VALEANT PHARMACEUTICALS INTL · COM · 91911X104 | LONG | 465,000 | $7.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NUSTAR GP HOLDINGS LLC NUSTAR GP HOLDINGS LLC · UNIT RESTG LLC · 67059L102 | LONG | 206,200 | $6.4 million | — | REDUCED | — | 1Y — 5Y — |
ENTERTAINMENT DIST CO INC ENTERTAINMENT DIST CO INC · COM · 29382J105 | LONG | 4,918,500 | $6.3 million | 0.1% | INCREASED | — | 1Y — 5Y — |
BIOFUEL ENERGY CORP BIOFUEL ENERGY CORP · COM · 09064Y109 | LONG | 1,250,000 | $6.2 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ABRAXAS PETE CORP ABRAXAS PETE CORP · COM · 003830106 | LONG | 1,207,572 | $4.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
LORAL SPACE & COMMUNICATNS I LORAL SPACE & COMMUNICATNS I · COM · 543881106 | LONG | 110,000 | $4.4 million | 0.1% | REDUCED | — | 1Y — 5Y — |
XINHUA FIN MEDIA LTD XINHUA FIN MEDIA LTD · SPONSORED ADR · 983982109 | LONG | 475,000 | $3.6 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
KONINKLIJKE PHILIPS ELECTRS KONINKLIJKE PHILIPS ELECTRS · NY REG SH NEW · 500472303 | LONG | 55,000 | $2.5 million | — | REDUCED | — | 1Y — 5Y — |
VANTAGE ENERGY SERVICES INC VANTAGE ENERGY SERVICES INC · *W EXP 99/99/99 · 92209F110 | LONG | 1,875,000 | $2.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
VICTORY ACQUISITION CORP VICTORY ACQUISITION CORP · *W EXP 04/24/20 · 92644D118 | LONG | 1,500,000 | $2.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | CALL | 100,000 | $5.0 million | — | UNCHANGED | — | 1Y — 5Y — |
SLM CORP SLM CORP · COM · 78442P106 | CALL | 200,000 | $430,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
BEAR STEARNS COS INC BEAR STEARNS COS INC · COM · 073902108 | PUT | 200,000 | $418,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |