← Third Point portfolio
13F-HR filing
VALIDATEDHoldings period 2003-09-30 · Filed 2003-11-14 · Accession 0001085146-03-000351
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MEDICAL OPTICS INC | COM · 00763M108 | LONG | 885,200 | $15.9 million |
| 2 | AGERE SYS INC | CL B · 00845V209 | LONG | 400,000 | $1.2 million |
| 3 | AMERICAN FINL RLTY TR | COM · 02607P305 | LONG | 1,190,000 | $16.8 million |
| 4 | ASE TEST LTD | ORD · Y02516105 | LONG | 450,000 | $3.9 million |
| 5 | BANKATLANTIC BANCORP | CL A · 065908501 | LONG | 376,400 | $5.4 million |
| 6 | BANKUNITED FINL CORP | CL A · 06652B103 | LONG | 289,300 | $6.1 million |
| 7 | BANTA CORP | COM · 066821109 | LONG | 50,000 | $1.8 million |
| 8 | BINDVIEW DEV CORP | COM · 090327107 | LONG | 1,353,100 | $3.6 million |
| 9 | CANADIAN NAT RES LTD | COM · 136385101 | LONG | 400,000 | $16.5 million |
| 10 | CONEXANT SYSTEMS INC | COM · 207142100 | LONG | 1,075,000 | $6.1 million |
| 11 | CONSOL ENERGY INC | COM · 20854P109 | LONG | 639,415 | $11.9 million |
| 12 | CONSOL ENERGY INC | COM · 20854P109 | LONG | 1,360,585 | $25.3 million |
| 13 | DADE BEHRING HLDGS INC | COM · 23342J206 | LONG | 1,878,000 | $53.1 million |
| 14 | Devon Energy Corporation | COM · 25179M103 | LONG | 250,000 | $12.0 million |
| 15 | ENCORE CAP GROUP INC | COM · 292554102 | LONG | 350,000 | $4.1 million |
| 16 | FEDERAL HOME LN MTG CORP | COM · 313400301 | CALL | 40,000 | $2.1 million |
| 17 | FIRST CMNTY BANCORP CALIF | COM · 31983B101 | LONG | 150,000 | $5.0 million |
| 18 | HOLLINGER INTL INC | CL A · 435569108 | LONG | 50,000 | $617,000 |
| 19 | HYPERCOM CORP | COM · 44913M105 | LONG | 625,000 | $3.4 million |
| 20 | HYPERCOM CORP | COM · 44913M105 | LONG | 625,000 | $3.4 million |
| 21 | IDT CORP | CL B · 448947309 | LONG | 158,400 | $2.9 million |
| 22 | IGEN INC | COM · 449536101 | LONG | 20,000 | $1.2 million |
| 23 | INFINITY PPTY & CAS CORP | COM · 45665Q103 | LONG | 652,973 | $18.3 million |
| 24 | LIBERTY MEDIA CORP NEW | COM SER A · 530718105 | LONG | 2,973,719 | $29.6 million |
| 25 | LOCAL FINL CORP | COM · 539553107 | LONG | 337,700 | $6.0 million |
| 26 | M D C HLDGS INC | COM · 552676108 | LONG | 200,000 | $10.8 million |
| 27 | MCDERMOTT INTL INC | COM · 580037109 | LONG | 2,645,500 | $15.1 million |
| 28 | MDC CORP | CL A SUBVTGNEW · 55267W309 | LONG | 593,700 | $5.9 million |
| 29 | MI DEVS INC | CL A SUB VTG · 55304X104 | LONG | 250,000 | $5.7 million |
| 30 | NCRIC GROUP INC DEL | COM · 62886P103 | LONG | 177,700 | $1.9 million |
| 31 | PENN VA CORP | COM · 707882106 | LONG | 884,000 | $39.1 million |
| 32 | PETROKAZAKHSTAN INC | COM · 71649P102 | LONG | 350,000 | $7.3 million |
| 33 | PG&E CORP | COM · 69331C108 | LONG | 1,000,000 | $23.9 million |
| 34 | PLAINS EXPL& PRODTN CO | COM · 726505100 | LONG | 1,177,300 | $14.7 million |
| 35 | PMI GROUP INC | COM · 69344M101 | LONG | 401,400 | $13.5 million |
| 36 | POTLATCH CORP | COM · 737628107 | LONG | 757,000 | $22.5 million |
| 37 | PROVIDENT FINL SVCS INC | COM · 74386T105 | LONG | 355,000 | $6.8 million |
| 38 | SAFECO CORP | COM · 786429100 | LONG | 50,000 | $1.8 million |
| 39 | SCOTTISH RE GROUP LTD | ORD · G7885T104 | LONG | 74,300 | $1.8 million |
| 40 | Talisman Energy Inc | COM · 87425E103 | LONG | 53,800 | $2.5 million |
| 41 | UNUM GROUP | COM · 91529Y106 | LONG | 600,000 | $8.9 million |
| 42 | WARNACO GROUP INC | CL A NEW · 934390402 | LONG | 23,800 | $371,000 |
| 43 | WASHINGTON GROUP INTL INC | COM NEW · 938862208 | LONG | 550,025 | $14.8 million |