Third Point portfolio · 2008-03-31
Disclosed long book
$3.04 billion
Long positions
80
Calls / puts
1 / 1
Top 5 concentration
37.6%
Longs with AI data
0 / 80
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 1,600,000 | $356.8 million | 11.7% | INCREASED | — | 1Y — 5Y — |
CLEAR CHANNEL COMMUNICATIONS CLEAR CHANNEL COMMUNICATIONS · COM · 184502102 | LONG | 7,750,000 | $226.5 million | 7.4% | INCREASED | — | 1Y — 5Y — |
QUESTAR CORP QUESTAR CORP · COM · 748356102 | LONG | 3,500,000 | $198.0 million | 6.5% | UNCHANGED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 6,850,000 | $194.4 million | 6.4% | NEWLY REPORTED | — | 1Y — 5Y — |
BEA SYS INC BEA SYS INC · COM · 073325102 | LONG | 8,750,000 | $167.6 million | 5.5% | REDUCED | — | 1Y — 5Y — |
CYPRESS SEMICONDUCTOR CORP CYPRESS SEMICONDUCTOR CORP · COM · 232806109 | LONG | 4,800,000 | $113.3 million | 3.7% | REDUCED | — | 1Y — 5Y — |
PLAINS EXPL& PRODTN CO PLAINS EXPL& PRODTN CO · COM · 726505100 | LONG | 2,050,000 | $108.9 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MEADWESTVACO CORP MEADWESTVACO CORP · COM · 583334107 | LONG | 4,000,000 | $108.9 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
HUNTSMAN CORP HUNTSMAN CORP · COM · 447011107 | LONG | 4,300,000 | $101.3 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
LEAP WIRELESS INTL INC LEAP WIRELESS INTL INC · COM NEW · 521863308 | LONG | 2,000,000 | $93.2 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MIRANT CORP NEW MIRANT CORP NEW · COM · 60467R100 | LONG | 2,400,000 | $87.3 million | 2.9% | REDUCED | — | 1Y — 5Y — |
EXCO RESOURCES INC EXCO RESOURCES INC · COM · 269279402 | LONG | 4,500,000 | $83.3 million | 2.7% | INCREASED | — | 1Y — 5Y — |
NYSE EURONEXT NYSE EURONEXT · COM · 629491101 | LONG | 1,300,000 | $80.2 million | 2.6% | REDUCED | — | 1Y — 5Y — |
AMERICAN EAGLE OUTFITTERS NE AMERICAN EAGLE OUTFITTERS NE · COM · 02553E106 | LONG | 4,300,000 | $75.3 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
COVIDIEN LTD COVIDIEN LTD · COM · G2552X108 | LONG | 1,600,000 | $70.8 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SPDR TR SPDR TR · UNIT SER 1 · 78462F103 | LONG | 458,400 | $60.5 million | — | INCREASED | — | 1Y — 5Y — |
LIBERTY ACQUISITION HLDGS CO LIBERTY ACQUISITION HLDGS CO · UNIT 99/99/9999 · 53015Y206 | LONG | 5,500,000 | $57.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
THOMPSON CREEK METALS CO INC THOMPSON CREEK METALS CO INC · COM · 884768102 | LONG | 3,100,000 | $56.5 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
PHOENIX COS INC NEW PHOENIX COS INC NEW · COM · 71902E109 | LONG | 4,400,000 | $53.7 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
GLG PARTNERS INC GLG PARTNERS INC · COM · 37929X107 | LONG | 4,525,000 | $53.7 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
MAGUIRE PPTYS INC MAGUIRE PPTYS INC · COM · 559775101 | LONG | 3,350,000 | $47.9 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MYLAN INC MYLAN INC · COM · 628530107 | LONG | 4,100,000 | $47.6 million | 1.6% | INCREASED | — | 1Y — 5Y — |
FLOW INTL CORP FLOW INTL CORP · COM · 343468104 | LONG | 5,060,000 | $46.1 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
DAIMLER AG DAIMLER AG · REG SHS · D1668R123 | LONG | 487,000 | $41.7 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
SAFEWAY INC SAFEWAY INC · COM NEW · 786514208 | LONG | 1,200,000 | $35.2 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TXCO RES INC TXCO RES INC · COM · 87311M102 | LONG | 2,820,000 | $34.9 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 10,000,000 | $34.8 million | 1.1% | REDUCED | — | 1Y — 5Y — |
PHH CORP PHH CORP · COM NEW · 693320202 | LONG | 1,900,000 | $33.1 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CORE MARK HOLDING CO INC CORE MARK HOLDING CO INC · COM · 218681104 | LONG | 1,064,200 | $30.6 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
YAHOO INC YAHOO INC · COM · 984332106 | LONG | 1,000,000 | $28.9 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
NABI BIOPHARMACEUTICALS NABI BIOPHARMACEUTICALS · COM · 629519109 | LONG | 6,890,000 | $27.7 million | 0.9% | UNCHANGED | — | 1Y — 5Y — |
HORSEHEAD HLDG CORP HORSEHEAD HLDG CORP · COM · 440694305 | LONG | 2,375,000 | $27.5 million | 0.9% | REDUCED | — | 1Y — 5Y — |
AK STL HLDG CORP AK STL HLDG CORP · COM · 001547108 | LONG | 500,000 | $27.2 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
IMCLONE SYS INC IMCLONE SYS INC · COM · 45245W109 | LONG | 635,000 | $26.9 million | 0.9% | INCREASED | — | 1Y — 5Y — |
TRIPLECROWN ACQUISITION CORP TRIPLECROWN ACQUISITION CORP · UNIT 07/12/2012 · 89677G208 | LONG | 2,750,000 | $26.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ENPRO INDS INC ENPRO INDS INC · COM · 29355X107 | LONG | 850,000 | $26.5 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
VICTORY ACQUISITION CORP VICTORY ACQUISITION CORP · COM · 92644D100 | LONG | 2,650,000 | $24.9 million | 0.8% | INCREASED | — | 1Y — 5Y — |
GLOBAL BPO SVCS CORP GLOBAL BPO SVCS CORP · UNIT 99/99/9999 · 378981203 | LONG | 3,125,000 | $24.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
DEPOMED INC DEPOMED INC · COM · 249908104 | LONG | 7,050,000 | $24.0 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
TARGET CORP TARGET CORP · COM · 87612E106 | LONG | 418,700 | $21.2 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
ORIENT-EXPRESS HOTELS LTD ORIENT-EXPRESS HOTELS LTD · CL A · G67743107 | LONG | 450,000 | $19.4 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
APPLERA CORP APPLERA CORP · COM AP BIO GRP · 038020103 | LONG | 575,000 | $18.9 million | 0.6% | INCREASED | — | 1Y — 5Y — |
STREETTRACKS GOLD TR STREETTRACKS GOLD TR · GOLD SHS · 863307104 | LONG | 200,000 | $18.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
PROSHARES TR PROSHARES TR · ULTRASHORT QQQ · 74347R875 | LONG | 350,000 | $17.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SUNOCO INC SUNOCO INC · COM · 86764P109 | LONG | 325,000 | $17.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
BCE INC BCE INC · COM NEW · 05534B760 | LONG | 500,000 | $16.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
VANGUARD NATURAL RESOURCES L VANGUARD NATURAL RESOURCES L · COM UNIT · 92205F106 | LONG | 1,030,500 | $15.8 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
SIRF TECHNOLOGY HLDGS INC SIRF TECHNOLOGY HLDGS INC · COM · 82967H101 | LONG | 3,000,000 | $15.3 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
VANTAGE ENERGY SERVICES INC VANTAGE ENERGY SERVICES INC · COM · 92209F102 | LONG | 1,875,000 | $14.0 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
GREENLIGHT CAPITAL RE LTD GREENLIGHT CAPITAL RE LTD · CLASS A · G4095J109 | LONG | 750,000 | $13.9 million | — | UNCHANGED | — | 1Y — 5Y — |
SP ACQUISITION HOLDINGS INC SP ACQUISITION HOLDINGS INC · UNIT 99/99/9999 · 78470A203 | LONG | 1,200,000 | $11.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CHIPOTLE MEXICAN GRILL INC CHIPOTLE MEXICAN GRILL INC · CL B · 169656204 | LONG | 110,000 | $10.7 million | 0.4% | REDUCED | — | 1Y — 5Y — |
GLOBAL CONSUMER ACQST CORP GLOBAL CONSUMER ACQST CORP · UNIT 99/99/9999 · 378983209 | LONG | 1,000,000 | $9.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
TRIAN ACQUISITION I CORP TRIAN ACQUISITION I CORP · UNIT 99/99/9999 · 89582E207 | LONG | 1,000,000 | $9.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GLOBAL BRANDS ACQUISITION CO GLOBAL BRANDS ACQUISITION CO · UNIT 99/99/9999 · 378982201 | LONG | 1,000,000 | $9.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SAPPHIRE INDUSTRIALS CORP SAPPHIRE INDUSTRIALS CORP · UNIT 99/99/9999 · 80306T208 | LONG | 1,000,000 | $9.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GLG PARTNERS INC GLG PARTNERS INC · *W EXP 12/28/201 · 37929X115 | LONG | 2,050,000 | $9.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
PROGRESSIVE GAMING INTL CORP PROGRESSIVE GAMING INTL CORP · COM · 74332S102 | LONG | 4,000,000 | $8.5 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
LIGAND PHARMACEUTICALS INC LIGAND PHARMACEUTICALS INC · CL B · 53220K207 | LONG | 2,007,378 | $8.0 million | 0.3% | INCREASED | — | 1Y — 5Y — |
CDN IMPERIAL BK OF COMMERCE CDN IMPERIAL BK OF COMMERCE · COM · 136069101 | LONG | 119,800 | $7.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
AUGUSTA RES CORP AUGUSTA RES CORP · COM NEW · 050912203 | LONG | 1,740,000 | $6.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
MOTORCAR PTS AMER INC MOTORCAR PTS AMER INC · COM · 620071100 | LONG | 1,000,000 | $6.0 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
COHERENT INC COHERENT INC · COM · 192479103 | LONG | 200,000 | $5.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NUSTAR GP HOLDINGS LLC NUSTAR GP HOLDINGS LLC · UNIT RESTG LLC · 67059L102 | LONG | 206,200 | $5.2 million | — | UNCHANGED | — | 1Y — 5Y — |
BIOFUEL ENERGY CORP BIOFUEL ENERGY CORP · COM · 09064Y109 | LONG | 1,250,000 | $4.9 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
OVERTURE ACQUISITION CORP OVERTURE ACQUISITION CORP · SHS · G6830P100 | LONG | 500,000 | $4.7 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
OSI SYSTEMS INC OSI SYSTEMS INC · COM · 671044105 | LONG | 204,495 | $4.7 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SWIFT ENERGY CO SWIFT ENERGY CO · COM · 870738101 | LONG | 100,000 | $4.5 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CAPITOL ACQUISITION CORP DEL CAPITOL ACQUISITION CORP DEL · COM · 14055E104 | LONG | 450,000 | $4.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ABRAXAS PETE CORP ABRAXAS PETE CORP · COM · 003830106 | LONG | 1,207,572 | $3.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
GENTIUM S P A GENTIUM S P A · SPONSORED ADR · 37250B104 | LONG | 543,000 | $3.5 million | 0.1% | REDUCED | — | 1Y — 5Y — |
LORAL SPACE & COMMUNICATNS I LORAL SPACE & COMMUNICATNS I · COM · 543881106 | LONG | 110,000 | $2.6 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
EMCORE CORP EMCORE CORP · COM · 290846104 | LONG | 250,000 | $1.4 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
BEAR STEARNS COS INC BEAR STEARNS COS INC · COM · 073902108 | LONG | 115,000 | $1.2 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
VANTAGE ENERGY SERVICES INC VANTAGE ENERGY SERVICES INC · *W EXP 99/99/999 · 92209F110 | LONG | 1,875,000 | $1.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
VICTORY ACQUISITION CORP VICTORY ACQUISITION CORP · *W EXP 04/24/201 · 92644D118 | LONG | 1,650,000 | $924,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
ENTERTAINMENT DIST CO INC ENTERTAINMENT DIST CO INC · COM · 29382J105 | LONG | 1,550,000 | $791,000 | 0.0% | REDUCED | — | 1Y — 5Y — |
CAPITOL ACQUISITION CORP DEL CAPITOL ACQUISITION CORP DEL · *W EXP 11/08/201 · 14055E112 | LONG | 450,000 | $203,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
MASSEY ENERGY COMPANY MASSEY ENERGY COMPANY · COM · 576206106 | LONG | 1,624 | $59,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ENERGY PARTNERS LTD ENERGY PARTNERS LTD · COM · 29270U105 | LONG | 200 | $2,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CLEAR CHANNEL COMMUNICATIONS CLEAR CHANNEL COMMUNICATIONS · CALL · 184502902 | CALL | 250,000 | $413,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEUSTAR INC NEUSTAR INC · PUT · 64126X951 | PUT | 50,000 | $435,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |