13F-HR 1 thirdpoint4q2012.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, 2012 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 14, 2013 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: 40 Form 13F Information Table Value Total: $5,462,931 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABS COM 002824100 57478 1834000 SH SOLE 1834000 0 0 ABBVIE INC COM 00287Y109 14211 416000 SH SOLE 416000 0 0 AGRIUM INC COM 008916108 99871 1000000 SH SOLE 1000000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 653050 18500000 SH SOLE 18500000 0 0 ARIAD PHARMACEUTICALS INC COM 04033A100 47950 2500000 SH SOLE 2500000 0 0 BIOFUEL ENERGY CORP COM NEW 09064Y307 3839 1043123 SH SOLE 1043123 0 0 CAPITAL ONE FINL CORP COM 14040H105 52137 900000 SH SOLE 900000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 75120 4000000 SH SOLE 4000000 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 79325 2500000 SH SOLE 2500000 0 0 COMPUWARE CORP COM 205638109 38045 3500000 SH SOLE 3500000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 67241 1900000 SH SOLE 1900000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 382500 10000000 SH SOLE 10000000 0 0 DOLLAR GEN CORP NEW COM 256677105 94794 2150000 SH SOLE 2150000 0 0 ELECTRONIC ARTS INC COM 285512109 34848 2400000 SH SOLE 2400000 0 0 ENERGEN CORP COM 29265N108 19163 425000 SH SOLE 425000 0 0 ENPHASE ENERGY INC COM 29355A107 27189 7448987 SH SOLE 7448987 0 0 EQUINIX INC COM NEW 29444U502 108255 525000 SH SOLE 525000 0 0 FOSTER WHEELER AG COM H27178104 51072 2100000 SH SOLE 2100000 0 0 HERBALIFE LTD COM USD SHS G4412G101 102114 3100000 SH SOLE 3100000 0 0 HERBALIFE LTD COM USD SHS G4412G101 390 200000 SH CALL SOLE 200000 0 0 HILLSHIRE BRANDS CO COM 432589109 75978 2700000 SH SOLE 2700000 0 0 ILLUMINA INC COM 452327109 83385 1500000 SH SOLE 1500000 0 0 INTL PAPER CO COM 460146103 59760 1500000 SH SOLE 1500000 0 0 LIBERTY GLOBAL INC COM SER A 530555101 103884 1650000 SH SOLE 1650000 0 0 LIBERTY GLOBAL INC COM SER C 530555309 73438 1250000 SH SOLE 1250000 0 0 LOUISIANA PAC CORP COM 546347105 57960 3000000 SH SOLE 3000000 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 137016 2400000 SH SOLE 2400000 0 0 METLIFE INC COM 59156R108 3308 3500000 SH CALL SOLE 3500000 0 0 MORGAN STANLEY COM NEW 617446448 148180 7750000 SH SOLE 7750000 0 0 MURPHY OIL CORP COM 626717102 370103 6215000 SH SOLE 6215000 0 0 NEWS CORP CL A 65248E104 178570 7000000 SH SOLE 7000000 0 0 NEXEN INC COM 65334H102 134700 5000000 SH SOLE 5000000 0 0 PVH CORP COM 693656100 66606 600000 SH SOLE 600000 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 89320 2750000 SH SOLE 2750000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 21063 130000 SH SOLE 130000 0 0 SYMANTEC CORP COM 871503108 126094 6700000 SH SOLE 6700000 0 0 TESORO CORP COM 881609101 160782 3650000 SH SOLE 3650000 0 0 TRANSDIGM GROUP INC COM 893641100 20454 150000 SH SOLE 150000 0 0 WESCO INTL INC COM 95082P105 91030 1350000 SH SOLE 1350000 0 0 YAHOO INC COM 984332106 1452708 73000400 SH SOLE 73000400 0 0