13F-HR 1 tpt2q10.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: June 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 August 12, 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: 27 Form 13F Information Table Value Total: $922,443 (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 12251 4801054 SH SOLE 4801054 0 0 ADVANCED MICRO DEVICES INC COM 007903107 7320 1000000 SH SOLE 1000000 0 0 AIRGAS INC COM 009363102 67176 1080000 SH SOLE 1080000 0 0 ALCON INC COM SHS H01301102 88914 600000 SH SOLE 600000 0 0 ALCON INC COM SHS H01301102 215 100000 SH CALL SOLE 100000 0 0 ASPEN TECHNOLOGY INC COM 045327103 38019 3491200 SH SOLE 3491200 0 0 BIOFUEL ENERGY CORP COM 09064Y109 7420 5578800 SH SOLE 5578800 0 0 CIT GROUP INC COM NEW 125581801 82838 2446500 SH SOLE 2446500 0 0 COCA COLA ENTERPRISES INC COM 191219104 51772 2002000 SH SOLE 2002000 0 0 DEPOMED INC COM 249908104 19012 6790000 SH SOLE 6790000 0 0 EMMIS COMMUNICATIONS CORP PFD CV SER A 291525202 4750 216000 SH SOLE 216000 0 0 HEALTH NET INC COM 42222G108 73110 3000000 SH SOLE 3000000 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 52500 5000000 SH SOLE 5000000 0 0 LIGAND PHARMACEUTICALS INC CL B 53220K207 2931 2007378 SH SOLE 2007378 0 0 MACYS INC COM 55616P104 46540 2600000 SH SOLE 2600000 0 0 MADISON SQUARE GARDEN INC CL A 55826P100 19670 1000000 SH SOLE 1000000 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 50120 1000000 SH SOLE 1000000 0 0 NABI BIOPHARMACEUTICALS COM 629519109 25025 4600100 SH SOLE 4600100 0 0 PHH CORP COM NEW 693320202 79401 4170200 SH SOLE 4170200 0 0 PHH CORP NOTE 4.000% 4/1 693320AH6 16256 15000000 PRN SOLE 15000000 0 0 PLAINS EXPL& PRODTN CO COM 726505100 8244 400000 SH SOLE 400000 0 0 RF MICRODEVICES INC COM 749941100 14858 3800000 SH SOLE 3800000 0 0 TRANSDIGM GROUP INC COM 893641100 91854 1800000 SH SOLE 1800000 0 0 VANTAGE DRILLING COMPANY *W EXP 05/24/201 G93205121 38 1875000 SH SOLE 1875000 0 0 VIEWPOINT FINL GROUP COM 926727108 7751 775100 SH SOLE 775100 0 0 XERIUM TECHNOLOGIES INC COM NEW 98416J118 18278 1294507 SH SOLE 1294507 0 0 XEROX CORP COM 984121103 36180 4500000 SH SOLE 4500000 0 0