13F-HR 1 tpt2q03.txt IFS - THIRD POINT INVT MGMT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2003 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 Management Company, LLC Address: 360 Madison Ave., 24Th Floor New York, NY 10017 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: Managing Member Phone: 212-224-7400 Signature, Place, and Date of Signing: /s/ Daniel S. Loeb New York, NY July 29, 2003 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: 36 Form13F Information Table Value Total: $391,698 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ADVANCED MEDICAL OPTICS INC COM 00763M108 16798 985200 SH 985200 985200 0 0 AGERE SYS INC CL B 00845V209 920 400000 SH 400000 400000 0 0 ALLMERICA FINL CORP COM 019754100 1799 100000 SH 100000 100000 0 0 BANK MUT CORP COM 063748107 930 28700 SH 28700 28700 0 0 BANKATLANTIC BANCORP CL A 065908501 4475 376400 SH 376400 376400 0 0 BINDVIEW DEV CORP COM 090327107 3523 1752900 SH 1752900 1752900 0 0 CANADIAN NAT RES LTD COM 136385101 15964 400000 SH 400000 400000 0 0 COLUMBIA LABS INC COM 197779101 1406 125000 SH 125000 125000 0 0 COMCAST CORP NEW CL A SPL 20030N200 19152 662700 SH 662700 662700 0 0 CONEXANT SYSTEMS INC COM 207142100 5499 1325000 SH 1325000 1325000 0 0 DADE BEHRING HLDGS INC COM 23342J206 41742 1800000 SH 1800000 1800000 0 0 DEL MONTE FOODS CO COM 24522P103 9812 1110000 SH 1110000 1110000 0 0 DEVON ENERGY CORP NEW COM 25179M103 13350 250000 SH 250000 250000 0 0 FIDELITY NATL FINL INC COM 316326107 8074 262499 SH 262499 262499 0 0 FIRST CMNTY BANCORP CALIF COM 31983B101 4707 150000 SH 150000 150000 0 0 FIRST NIAGARA FINL GP INC COM 33582V108 907 65000 SH 65000 65000 0 0 GENESIS HEALTH VENTURE INC N COM 37183F107 7056 400000 SH 400000 400000 0 0 HOLLINGER INTL INC CL A 435569108 841 78100 SH 78100 78100 0 0 HUDSON CITY BANCORP COM 443683107 639 25000 SH 25000 25000 0 0 IDT CORP CL B 448947309 2788 158400 SH 158400 158400 0 0 INFINITY PPTY & CAS CORP COM 45665Q103 14052 600000 SH 600000 600000 0 0 KINDRED HEALTHCARE INC COM 494580103 2666 150000 SH 150000 150000 0 0 LIBERTY MEDIA CORP NEW COM SER A 530718105 34376 2973719 SH 2973719 2973719 0 0 LOCAL FINL CORP COM 539553107 4876 337700 SH 337700 337700 0 0 M D C HLDGS INC COM 552676108 16874 349500 SH 349500 349500 0 0 MCDERMOTT INTL INC COM 580037109 11900 1880000 SH 1880000 1880000 0 0 METASOLV INC COM 59139P104 430 214800 SH 214800 214800 0 0 PENN VA CORP COM 707882106 38012 884000 SH 884000 884000 0 0 PG&E CORP COM 69331C108 21150 1000000 SH 1000000 1000000 0 0 PLAINS EXPL & PRODTN CO L P COM 726505100 12727 1177300 SH 1177300 1177300 0 0 POTLATCH CORP COM 737628107 22068 857000 SH 857000 857000 0 0 PROVIDENT FINL SVCS INC COM 74386T105 6763 355000 SH 355000 355000 0 0 TALISMAN ENERGY INC COM 87425E103 2456 53800 SH 53800 53800 0 0 VANS INC COM 921930103 2382 265000 SH 265000 265000 0 0 WARNACO GROUP INC CL A NEW 934390402 28516 2123300 SH 2123300 2123300 0 0 WASHINGTON GROUP INTL INC COM NEW 938862208 12068 550025 SH 550025 550025 0 0