← Third Point portfolio

13F-HR filing

VALIDATED

Holdings period 2010-12-31 · Filed 2011-02-11 · Accession 0001085146-11-000214

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#IssuerClass / CUSIPKindSharesValue
1ABITIBIBOWATER INCCOM NEW · 003687209LONG1,926,905$45.6 million
2ABRAXAS PETE CORPCOM · 003830106LONG4,801,054$21.0 million
3AIRGAS INCCOM · 009363102LONG400,000$25.0 million
4ALCON INCCOM SHS · H01301102LONG800,000$130.7 million
5AMERICAN INTL GROUP INCCOM NEW · 026874784PUT200,000$8,000
6APPLE INCCOM · 037833100LONG160,000$51.6 million
7ASPEN TECHNOLOGY INCCOM · 045327103LONG3,500,000$44.5 million
8ATLAS ENERGY INCCOM · 049298102LONG245,000$10.8 million
9BANK AMERICA CORPCOM · 060505104CALL2,000,000$8.4 million
10BIOFUEL ENERGY CORPCOM · 09064Y109LONG5,578,800$9.7 million
11CAPITOL FED FINLCOM · 14057C106LONG750,225$8.9 million
12CAREFUSION CORPCOM · 14170T101LONG700,000$18.0 million
13CIT GROUP INCCOM NEW · 125581801LONG1,550,000$73.0 million
14CITIGROUP INCCOM · 172967101LONG7,000,000$33.1 million
15COMCAST CORP NEWCL A · 20030N101LONG1,150,000$25.3 million
16CVR ENERGY INCCOM · 12662P108LONG1,600,000$24.3 million
17DEPOMED INCCOM · 249908104LONG5,300,000$33.7 million
18EAGLE ROCK ENERGY PARTNERS L*W EXP 05/15/201 · 26985R120LONG639,780$1.9 million
19EMMIS COMMUNICATIONS CORPPFD CV SER A · 291525202LONG321,057$4.9 million
20ETFS PALLADIUM TRSH BEN INT · 26923A106LONG25,000$2.0 million
21ETFS PLATINUM TRSH BEN INT · 26922V101LONG10,000$1.8 million
22HEALTH NET INCCOM · 42222G108LONG2,800,000$76.4 million
23KKR & CO L P DELCOM UNITS · 48248M102LONG1,200,000$17.0 million
24Lender Processing ServicesCOM · 52602E102LONG1,800,000$53.1 million
25LIBERTY INTERACTIVE CORPINT COM SER A · 53071M104LONG4,000,000$63.1 million
26LIGAND PHARMACEUTICALS INCCOM NEW · 53220K504LONG334,559$3.0 million
27LYONDELLBASELL INDUSTRIES NSHS - A - · N53745100LONG4,462,734$153.5 million
28MADISON SQUARE GARDEN INCCL A · 55826P100LONG800,000$20.6 million
29MARATHON OIL CORPCOM · 565849106LONG100,000$3.7 million
30MARKET VECTORS ETF TRJR GOLD MINERS E · 57060U589LONG450,000$17.9 million
31MASSEY ENERGY COMPANYCOM · 576206106LONG2,000,000$107.3 million
32MEAD JOHNSON NUTRITION COCOM · 582839106LONG1,000,000$62.3 million
33NABI BIOPHARMACEUTICALSCOM · 629519109LONG3,802,100$22.0 million
34NXP SEMICONDUCTORS N VCOM · N6596X109LONG3,150,600$65.9 million
35ONEIDA FINL CORP MDCOM · 682479100LONG317,400$2.5 million
36ORITANI FINL CORP DELCOM · 68633D103LONG2,043,100$25.0 million
37PALL CORPCOM · 696429307LONG350,000$17.4 million
38PHH CORPCOM NEW · 693320202LONG3,500,000$81.0 million
39PHH CORPNOTE 4.000% 4/1 · 693320AH6LONG15,000,000$18.5 million
40PLAINS EXPL& PRODTN COCOM · 726505100LONG100,000$3.2 million
41PMI GROUP INCCOM · 69344M101LONG3,000,000$9.9 million
42POTASH CORP SASK INCCOM · 73755L107LONG1,200,000$185.8 million
43RIO TINTO PLCSPONSORED ADR · 767204100LONG300,000$21.5 million
44SEMGROUP CORPCL A · 81663A105LONG100,000$2.7 million
45SIX FLAGS ENTMT CORP NEWCOM · 83001A102LONG171,127$9.3 million
46SMURFIT-STONE CONTAINER CORPCOM · 83272A104LONG1,500,000$38.4 million
47SPDR GOLD TRGOLD SHS · 78463V107LONG173,000$24.0 million
48SUNOCO INCCOM · 86764P109LONG900,000$36.3 million
49VANTAGE DRILLING COMPANY*W EXP 05/24/201 · G93205121LONG1,875,000$6,000
50VIEWPOINT FINL GROUP INC MDCOM · 92672A101LONG1,601,800$18.7 million
51WILLIAMS COS INC DELCOM · 969457100LONG4,000,000$98.9 million
52XERIUM TECHNOLOGIES INCCOM NEW · 98416J118LONG1,436,405$22.9 million
53YAHOO INCCOM · 984332106LONG1,056,500$17.6 million
54ZORAN CORPCOM · 98975F101LONG620,000$5.5 million