13F-HR 1 tpt4q10.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: December 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 February 02, 2011 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: 54 Form 13F Information Table Value Total: $1,879,175 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABITIBIBOWATER INC COM NEW 003687209 45610 1926905 SH SOLE 1926905 0 0 ABRAXAS PETE CORP COM 003830106 21010 4801054 SH SOLE 4801054 0 0 AIRGAS INC COM 009363102 24984 400000 SH SOLE 400000 0 0 ALCON INC COM SHS H01301102 130720 800000 SH SOLE 800000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 8 200000 SH PUT SOLE 200000 0 0 APPLE INC COM 037833100 51610 160000 SH SOLE 160000 0 0 ASPEN TECHNOLOGY INC COM 045327103 44450 3500000 SH SOLE 3500000 0 0 ATLAS ENERGY INC COM 049298102 10773 245000 SH SOLE 245000 0 0 BANK OF AMERICA CORPORATION COM 060505104 8400 2000000 SH CALL SOLE 2000000 0 0 BIOFUEL ENERGY CORP COM 09064Y109 9707 5578800 SH SOLE 5578800 0 0 CAPITOL FED FINL COM 14057C106 8935 750225 SH SOLE 750225 0 0 CAREFUSION CORP COM 14170T101 17990 700000 SH SOLE 700000 0 0 CIT GROUP INC COM NEW 125581801 73005 1550000 SH SOLE 1550000 0 0 CITIGROUP INC COM 172967101 33110 7000000 SH SOLE 7000000 0 0 COMCAST CORP NEW CL A 20030N101 25266 1150000 SH SOLE 1150000 0 0 CVR ENERGY INC COM 12662P108 24288 1600000 SH SOLE 1600000 0 0 DEPOMED INC COM 249908104 33708 5300000 SH SOLE 5300000 0 0 EAGLE ROCK ENERGY PARTNERS L *W EXP 05/15/201 26985R120 1926 639780 SH SOLE 639780 0 0 EMMIS COMMUNICATIONS CORP PFD CV SER A 291525202 4890 321057 SH SOLE 321057 0 0 ETFS PALLADIUM TR SH BEN INT 26923A106 1996 25000 SH SOLE 25000 0 0 ETFS PLATINUM TR SH BEN INT 26922V101 1761 10000 SH SOLE 10000 0 0 HEALTH NET INC COM 42222G108 76412 2800000 SH SOLE 2800000 0 0 KKR & CO L P DEL COM UNITS 48248M102 17040 1200000 SH SOLE 1200000 0 0 LENDER PROCESSING SVCS INC COM 52602E102 53136 1800000 SH SOLE 1800000 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 63080 4000000 SH SOLE 4000000 0 0 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 2984 334559 SH SOLE 334559 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 153518 4462734 SH SOLE 4462734 0 0 MADISON SQUARE GARDEN INC CL A 55826P100 20624 800000 SH SOLE 800000 0 0 MARATHON OIL CORP COM 565849106 3703 100000 SH SOLE 100000 0 0 MARKET VECTORS ETF TR JR GOLD MINERS E 57060U589 17950 450000 SH SOLE 450000 0 0 MASSEY ENERGY COMPANY COM 576206106 107300 2000000 SH SOLE 2000000 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 62250 1000000 SH SOLE 1000000 0 0 NABI BIOPHARMACEUTICALS COM 629519109 22014 3802100 SH SOLE 3802100 0 0 NXP SEMICONDUCTORS N V COM N6596X109 65942 3150600 SH SOLE 3150600 0 0 ONEIDA FINL CORP MD COM 682479100 2492 317400 SH SOLE 317400 0 0 ORITANI FINL CORP DEL COM 68633D103 25008 2043100 SH SOLE 2043100 0 0 PALL CORP COM 696429307 17353 350000 SH SOLE 350000 0 0 PHH CORP COM NEW 693320202 81025 3500000 SH SOLE 3500000 0 0 PHH CORP NOTE 4.000% 4/1 693320AH6 18537 15000000 PRN SOLE 15000000 0 0 PLAINS EXPL& PRODTN CO COM 726505100 3214 100000 SH SOLE 100000 0 0 PMI GROUP INC COM 69344M101 9900 3000000 SH SOLE 3000000 0 0 POTASH CORP SASK INC COM 73755L107 185796 1200000 SH SOLE 1200000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 21498 300000 SH SOLE 300000 0 0 SEMGROUP CORP CL A 81663A105 2717 100000 SH SOLE 100000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 9309 171127 SH SOLE 171127 0 0 SMURFIT-STONE CONTAINER CORP COM 83272A104 38400 1500000 SH SOLE 1500000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 23999 173000 SH SOLE 173000 0 0 SUNOCO INC COM 86764P109 36279 900000 SH SOLE 900000 0 0 VANTAGE DRILLING COMPANY *W EXP 05/24/201 G93205121 6 1875000 SH SOLE 1875000 0 0 VIEWPOINT FINL GROUP INC MD COM 92672A101 18725 1601800 SH SOLE 1601800 0 0 WILLIAMS COS INC DEL COM 969457100 98880 4000000 SH SOLE 4000000 0 0 XERIUM TECHNOLOGIES INC COM NEW 98416J118 22911 1436405 SH SOLE 1436405 0 0 YAHOO INC COM 984332106 17570 1056500 SH SOLE 1056500 0 0 ZORAN CORP COM 98975F101 5456 620000 SH SOLE 620000 0 0