13F-HR 1 tpt3q10.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, 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 October 18, 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: 30 Form 13F Information Table Value Total: $971,821 (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 12742 4801054 SH 4801054 4801054 0 0 AIRGAS INC COM 009363102 101925 1500000 SH 1500000 1500000 0 0 ALCON INC COM SHS H01301102 116753 700000 SH 700000 700000 0 0 AMEDISYS INC COM 023436108 94 200000 SH PUT 200000 200000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 444 200000 SH PUT 200000 200000 0 0 APPLE INC COM 037833100 42562 150000 SH 150000 150000 0 0 ASPEN TECHNOLOGY INC COM 045327103 36295 3500000 SH 3500000 3500000 0 0 BIOFUEL ENERGY CORP COM 09064Y109 11102 5578800 SH 5578800 5578800 0 0 CAREFUSION CORP COM 14170T101 17388 700000 SH 700000 700000 0 0 CIT GROUP INC COM NEW 125581801 63271 1550000 SH 1550000 1550000 0 0 DEPOMED INC COM 249908104 30419 6790000 SH 6790000 6790000 0 0 EAGLE ROCK ENERGY PARTNERS L *W EXP 05/15/201 26985R120 672 639780 SH 639780 639780 0 0 EMMIS COMMUNICATIONS CORP PFD CV SER A 291525202 5179 321057 SH 321057 321057 0 0 HEALTH NET INC COM 42222G108 76132 2800000 SH 2800000 2800000 0 0 KKR & CO L P DEL COM UNITS 48248M102 12720 1200000 SH 1200000 1200000 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 54840 4000000 SH 4000000 4000000 0 0 LIGAND PHARMACEUTICALS INC CL B 53220K207 3172 2007378 SH 2007378 2007378 0 0 MADISON SQUARE GARDEN INC CL A 55826P100 16872 800000 SH 800000 800000 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 56910 1000000 SH 1000000 1000000 0 0 NABI BIOPHARMACEUTICALS COM 629519109 20880 4350100 SH 4350100 4350100 0 0 NORTHERN TR CORP COM 665859104 14472 300000 SH 300000 300000 0 0 NORTHERN TR CORP COM 665859104 75 300000 SH CALL 300000 300000 0 0 ONEIDA FINL CORP MD COM 682479100 2307 305600 SH 305600 305600 0 0 PHH CORP COM NEW 693320202 73710 3500000 SH 3500000 3500000 0 0 PHH CORP NOTE 4.000% 4/1 693320AH6 17512 15000000 PRN 15000000 15000000 0 0 POTASH CORP SASK INC COM 73755L107 144040 1000000 SH 1000000 1000000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 7523 171127 SH 171127 171127 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 14710 115000 SH 115000 115000 0 0 VANTAGE DRILLING COMPANY *W EXP 05/24/201 G93205121 38 1875000 SH 1875000 1875000 0 0 XERIUM TECHNOLOGIES INC COM NEW 98416J118 17062 1294505 SH 1294505 1294505 0 0