13F-HR 1 tpt2q2011.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, 2011 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 05, 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: 42 Form 13F Information Table Value Total: $2,698,110 (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 5737 1600351 SH SOLE 1600351 0 0 ACCURIDE CORP NEW COM NEW 00439T206 5684 450000 SH SOLE 450000 0 0 BARRICK GOLD CORP COM 067901108 83786 1850000 SH SOLE 1850000 0 0 BIG LOTS INC COM 089302103 66300 2000000 SH SOLE 2000000 0 0 BIOFUEL ENERGY CORP COM 09064Y109 2297 5578800 SH SOLE 5578800 0 0 BP PLC SPONSORED ADR 055622104 38425 867569 SH SOLE 867569 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 72420 2000000 SH SOLE 2000000 0 0 CIT GROUP INC COM NEW 125581801 132780 3000000 SH SOLE 3000000 0 0 CREXUS INVT CORP COM 226553105 22220 2000000 SH SOLE 2000000 0 0 CVR ENERGY INC COM 12662P108 155106 6300000 SH SOLE 6300000 0 0 DEPOMED INC COM 249908104 16605 2030000 SH SOLE 2030000 0 0 EAGLE ROCK ENERGY PARTNERS L *W EXP 05/15/201 26985R120 3199 639780 SH SOLE 639780 0 0 EBAY INC COM 278642103 48405 1500000 SH SOLE 1500000 0 0 EL PASO CORP COM 28336L109 262600 13000000 SH SOLE 13000000 0 0 EMMIS COMMUNICATIONS CORP PFD CV SER A 291525202 6341 321057 SH SOLE 321057 0 0 EXPEDIA INC DEL COM 30212P105 52907 1825000 SH SOLE 1825000 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 87285 1650000 SH SOLE 1650000 0 0 FREESCALE SEMICONDUCTOR HLDG SHS OLD G3727Q101 45221 2459000 SH SOLE 2459000 0 0 HEALTH NET INC COM 42222G108 89852 2800000 SH SOLE 2800000 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 50310 3000000 SH SOLE 3000000 0 0 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 8425 705016 SH SOLE 705016 0 0 LONE PINE RES INC COM 54222A106 4883 459749 SH SOLE 459749 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 154080 4000000 SH SOLE 4000000 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 108080 1600000 SH SOLE 1600000 0 0 MOSAIC CO NEW COM 61945C103 162552 2400000 SH SOLE 2400000 0 0 NEWELL RUBBERMAID INC COM 651229106 22881 1450000 SH SOLE 1450000 0 0 NORTHERN OIL & GAS INC NEV COM 665531109 340 400000 SH PUT SOLE 400000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 126968 4750000 SH SOLE 4750000 0 0 ON SEMICONDUCTOR CORP COM 682189105 47488 4535600 SH SOLE 4535600 0 0 PALL CORP COM 696429307 118083 2100000 SH SOLE 2100000 0 0 POTASH CORP SASK INC COM 73755L107 34194 600000 SH SOLE 600000 0 0 QUEST DIAGNOSTICS INC COM 74834L100 23640 400000 SH SOLE 400000 0 0 SAFEWAY INC COM NEW 786514208 87638 3750000 SH SOLE 3750000 0 0 SANDISK CORP COM 80004C101 30088 725000 SH SOLE 725000 0 0 SARA LEE CORP COM 803111103 126284 6650000 SH SOLE 6650000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 41610 285000 SH SOLE 285000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 836 300000 SH PUT SOLE 300000 0 0 SUNOCO INC COM 86764P109 125130 3000000 SH SOLE 3000000 0 0 SWIFT TRANSN CO CL A 87074U101 81300 6000000 SH SOLE 6000000 0 0 WHIRLPOOL CORP COM 963320106 81320 1000000 SH SOLE 1000000 0 0 WILLIAMS COS INC DEL COM 969457100 33275 1100000 SH SOLE 1100000 0 0 XERIUM TECHNOLOGIES INC COM NEW 98416J118 31535 1700000 SH SOLE 1700000 0 0