13F-HR 1 tpt3q09.txt THIRD POINT LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Third Point LLC Address: 390 Park Avenue, 18th Floor New York, NY 10022 13F File Number: 28-06970 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Daniel S. Loeb Title: CEO Phone: 212-224-7400 Signature, Place, and Date of Signing: /s/ Daniel S. Loeb New York, NY October 12, 2009 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 46 Form13F Information Table Value Total: $1,252,109 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALKERMES INC COM 01642T108 4595 500000 SH SOLE 500000 0 0 ALLERGAN INC COM 018490102 28380 500000 SH SOLE 500000 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 19940 1000000 SH SOLE 1000000 0 0 ANADARKO PETE CORP COM 032511107 18819 300000 SH SOLE 300000 0 0 APPLE INC COM 037833100 27806 150000 SH SOLE 150000 0 0 BANK OF AMERICA CORPORATION COM 060505104 50760 3000000 SH SOLE 3000000 0 0 BARCLAYS PLC ADR 06738E204 5910 250000 SH SOLE 250000 0 0 BIOFUEL ENERGY CORP COM 09064Y109 3414 5578800 SH SOLE 5578800 0 0 BLOCKBUSTER INC CL A 093679108 3210 3000000 SH SOLE 3000000 0 0 BLOCKBUSTER INC CL B 093679207 600 1000000 SH SOLE 1000000 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 35625 1500000 SH SOLE 1500000 0 0 CAPITALSOURCE INC COM 14055X102 8897 2050000 SH SOLE 2050000 0 0 CAREFUSION CORP COM 14170T101 19620 900000 SH SOLE 900000 0 0 CF INDS HLDGS INC COM 125269100 68984 800000 SH SOLE 800000 0 0 COINSTAR INC COM 19259P300 9894 300000 SH SOLE 300000 0 0 DANA HOLDING CORP COM 235825205 10896 1600000 SH SOLE 1600000 0 0 DEPOMED INC COM 249908104 29672 6790000 SH SOLE 6790000 0 0 FIRST AMERN CORP CALIF COM 318522307 18613 575000 SH SOLE 575000 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 13508 718500 SH SOLE 718500 0 0 HEALTH NET INC COM 42222G108 46200 3000000 SH SOLE 3000000 0 0 HEWLETT PACKARD CO COM 428236103 28326 600000 SH SOLE 600000 0 0 HICKS ACQUISITION CO I INC COM 429086309 9760 1000000 SH SOLE 1000000 0 0 LIBERTY ACQUISITION HLDGS CO COM 53015Y107 65683 6914000 SH SOLE 6914000 0 0 LIBERTY MEDIA CORP NEW ENT COM SER A 53071M500 21777 700000 SH SOLE 700000 0 0 LIGAND PHARMACEUTICALS INC CL B 53220K207 4637 2007378 SH SOLE 2007378 0 0 LIONS GATE ENTMNT CORP COM NEW 535919203 16940 2750000 SH SOLE 2750000 0 0 LORAL SPACE & COMMUNICATNS I COM 543881106 12 377 SH SOLE 377 0 0 MOLSON COORS BREWING CO CL B 60871R209 38944 800000 SH SOLE 800000 0 0 NABI BIOPHARMACEUTICALS COM 629519109 24735 6890000 SH SOLE 6890000 0 0 NCI BUILDING SYS INC NOTE 2.125%11/1 628852AG0 5040 3600000 PRN SOLE 3600000 0 0 ORACLE CORP COM 68389X105 10420 500000 SH SOLE 500000 0 0 PEPSI BOTTLING GROUP INC COM 713409100 14576 400000 SH SOLE 400000 0 0 PEPSIAMERICAS INC COM 71343P200 14280 500000 SH SOLE 500000 0 0 PFIZER INC COM 717081103 38065 2300000 SH SOLE 2300000 0 0 PHH CORP COM NEW 693320202 88883 4480000 SH SOLE 4480000 0 0 PHOENIX COS INC NEW COM 71902E109 22666 6974000 SH SOLE 6974000 0 0 POPULAR INC COM 733174106 50232 17750000 SH SOLE 17750000 0 0 SCHERING PLOUGH CORP COM 806605101 28250 1000000 SH SOLE 1000000 0 0 SCHERING PLOUGH CORP PFD CONV MAN07 806605705 24270 100000 SH SOLE 100000 0 0 STREAM GLOBAL SVCS INC *W EXP 10/17/201 86323M118 706 2825000 SH SOLE 2825000 0 0 SYNAPTICS INC COM 87157D109 13860 550000 SH SOLE 550000 0 0 TRANSDIGM GROUP INC COM 893641100 49810 1000000 SH SOLE 1000000 0 0 TRIAN ACQUISITION I CORP COM 89582E108 26758 2750000 SH SOLE 2750000 0 0 VANTAGE DRILLING COMPANY *W EXP 05/24/201 G93205121 300 1875000 SH SOLE 1875000 0 0 WELLPOINT INC COM 94973V107 37888 800000 SH SOLE 800000 0 0 WYETH COM 983024100 189948 3910000 SH SOLE 3910000 0 0