13F-HR 1 tpt1q10.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: March 31, 2010 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: 028-06970 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 April 09, 2010 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 Form 13F Information Table Entry Total: 41 Form 13F Information Table Value Total: $1,405,047 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABRAXAS PETE CORP COM 003830106 8190 4801054 SH 4801054 4801054 0 0 ADVANCED MICRO DEVICES INC COM 007903107 20858 2250000 SH 2250000 2250000 0 0 AIRGAS INC COM 009363102 58848 925000 SH 925000 925000 0 0 ALCON INC COM SHS H01301102 36351 225000 SH 225000 225000 0 0 ALCON INC COM SHS H01301102 560 100000 SH CALL 200000 200000 0 0 ALKERMES INC COM 01642T108 12970 1000000 SH 1000000 1000000 0 0 ASPEN TECHNOLOGY INC COM 045327103 51465 5021000 SH 5021000 5021000 0 0 BIOFUEL ENERGY CORP COM 09064Y109 14762 5578800 SH 5578800 5578800 0 0 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 22840 4000000 SH 4000000 4000000 0 0 CIT GROUP INC COM NEW 125581801 91556 2350000 SH 2350000 2350000 0 0 COCA COLA ENTERPRISES INC COM 191219104 55375 2002000 SH 2002000 2002000 0 0 DANA HOLDING CORP COM 235825205 5940 500000 SH 500000 500000 0 0 DEPOMED INC COM 249908104 24104 6790000 SH 6790000 6790000 0 0 DIRECTV COM CL A 25490A101 23667 700000 SH 700000 700000 0 0 EMMIS COMMUNICATIONS CORP PFD CV SER A 291525202 3216 206000 SH 206000 206000 0 0 HEALTH NET INC COM 42222G108 74610 3000000 SH 3000000 3000000 0 0 KRAFT FOODS INC CL A 50075N104 8234 272291 SH 272291 272291 0 0 LEAR CORP COM NEW 521865204 23805 300000 SH 300000 300000 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 73440 4800000 SH 4800000 4800000 0 0 LIGAND PHARMACEUTICALS INC CL B 53220K207 3493 2007378 SH 2007378 2007378 0 0 MACYS INC COM 55616P104 13062 600000 SH 600000 600000 0 0 MADISON SQUARE GARDEN INC CL A 55826P100 22273 1025000 SH 1025000 1025000 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 52030 1000000 SH 1000000 1000000 0 0 NABI BIOPHARMACEUTICALS COM 629519109 32528 5914100 SH 5914100 5914100 0 0 OSI PHARMACEUTICALS INC COM 671040103 71460 1200000 SH 1200000 1200000 0 0 PALL CORP COM 696429307 40490 1000000 SH 1000000 1000000 0 0 PHH CORP COM NEW 693320202 106065 4500000 SH 4500000 4500000 0 0 PHILLIPS VAN HEUSEN CORP COM 718592108 28680 500000 SH 500000 500000 0 0 PHOENIX COS INC NEW COM 71902E109 3993 1650000 SH 1650000 1650000 0 0 POPULAR INC COM 733174106 36375 12500000 SH 12500000 12500000 0 0 RF MICRODEVICES INC COM 749941100 24900 5000000 SH 5000000 5000000 0 0 STRATEGIC HOTELS & RESORTS I COM 86272T106 1700 400000 SH 400000 400000 0 0 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 32168 400000 SH 400000 400000 0 0 TRANSDIGM GROUP INC COM 893641100 95472 1800000 SH 1800000 1800000 0 0 VANTAGE DRILLING COMPANY *W EXP 05/24/201 G93205121 55 1875000 SH 1875000 1875000 0 0 VIVUS INC COM 928551100 8730 1000000 SH 1000000 1000000 0 0 WALGREEN CO COM 931422109 55635 1500000 SH 1500000 1500000 0 0 WASHINGTON POST CO CL B 939640108 11993 27000 SH 27000 27000 0 0 WELLPOINT INC COM 94973V107 83694 1300000 SH 1300000 1300000 0 0 WELLPOINT INC COM 94973V107 1210 200000 SH CALL 200000 200000 0 0 XEROX CORP COM 984121103 68250 7000000 SH 7000000 7000000 0 0