13F-HR 1 tpt2q08.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, 2008 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: 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: CEO Phone: 212-224-7400 Signature, Place, and Date of Signing: /s/ Daniel S. Loeb New York, NY August 08, 2008 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: 71 Form13F Information Table Value Total: $3,888,607 (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 6370 1207572 SH SOLE 1207572 0 0 AK STL HLDG CORP COM 001547108 69000 1000000 SH SOLE 1000000 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 68150 5000000 SH SOLE 5000000 0 0 AMERICAN SUPERCONDUCTOR CORP COM 030111108 12010 335000 SH SOLE 335000 0 0 AUGUSTA RES CORP COM NEW 050912203 10257 1740000 SH SOLE 1740000 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 161861 1900000 SH SOLE 1900000 0 0 BIOFUEL ENERGY CORP COM 09064Y109 15037 5578800 SH SOLE 5578800 0 0 CABOT OIL & GAS CORP COM 127097103 31494 465000 SH SOLE 465000 0 0 CANADIAN NAT RES LTD COM 136385101 30075 300000 SH SOLE 300000 0 0 CHESAPEAKE ENERGY CORP COM 165167107 32980 500000 SH SOLE 500000 0 0 CLEAR CHANNEL COMMUNICATIONS COM 184502102 352000 10000000 SH SOLE 10000000 0 0 COMSTOCK RES INC COM NEW 205768203 21108 250000 SH SOLE 250000 0 0 CORE MARK HOLDING CO INC COM 218681104 27882 1064200 SH SOLE 1064200 0 0 COVIDIEN LTD COM G2552X108 76624 1600000 SH SOLE 1600000 0 0 DEPOMED INC COM 249908104 22631 7050000 SH SOLE 7050000 0 0 EMCORE CORP COM 290846104 4695 750000 SH SOLE 750000 0 0 ENERGY XXI (BERMUDA) LTD COM SHS G10082108 135368 19561800 SH SOLE 19561800 0 0 ENPRO INDS INC COM 29355X107 31739 850000 SH SOLE 850000 0 0 ENTERTAINMENT DIST CO INC COM 29382J105 759 1550000 SH SOLE 1550000 0 0 EXCO RESOURCES INC COM 269279402 166095 4500000 SH SOLE 4500000 0 0 FLOW INTL CORP COM 343468104 35568 4560000 SH SOLE 4560000 0 0 GLG PARTNERS INC *W EXP 12/28/201 37929X115 4080 2050000 SH SOLE 2050000 0 0 GLG PARTNERS INC COM 37929X107 23400 3000000 SH SOLE 3000000 0 0 GLOBAL BPO SVCS CORP UNIT 99/99/9999 378981203 25906 3125000 SH SOLE 3125000 0 0 GLOBAL BRANDS ACQUISITION CO UNIT 99/99/9999 378982201 9850 1000000 SH SOLE 1000000 0 0 GLOBAL CONSUMER ACQST CORP UNIT 99/99/9999 378983209 10000 1000000 SH SOLE 1000000 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 17145 750000 SH SOLE 750000 0 0 HORSEHEAD HLDG CORP COM 440694305 28880 2375000 SH SOLE 2375000 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 112242 2600000 SH SOLE 2600000 0 0 LIBERTY ACQUISITION HLDGS CO UNIT 99/99/9999 53015Y206 57750 5500000 SH SOLE 5500000 0 0 LIGAND PHARMACEUTICALS INC CL B 53220K207 5219 2007378 SH SOLE 2007378 0 0 LORAL SPACE & COMMUNICATNS L COM 543881106 1938 110000 SH SOLE 110000 0 0 MAGUIRE PPTYS INC COM 559775101 51418 4225000 SH SOLE 4225000 0 0 MASSEY ENERGY CORP COM 576206106 152 1624 SH SOLE 1624 0 0 MASTERCARD INC CL A 57636Q104 398280 1500000 SH SOLE 1500000 0 0 MEADWESTVACO CORP COM 583334107 59600 2500000 SH SOLE 2500000 0 0 MICROSOFT CORP COM 594918104 188444 6850000 SH SOLE 6850000 0 0 MOTORCAR PTS AMER INC COM 620071100 7450 986700 SH SOLE 986700 0 0 NABI BIOPHARMACEUTICALS COM 629519109 27147 6890000 SH SOLE 6890000 0 0 NUSTAR GP HOLDINGS LLC UNIT RESTG LLC 67059L102 4468 206200 SH SOLE 206200 0 0 ORIENT-EXPRESS HOTELS LTD CL A G67743107 19548 450000 SH SOLE 450000 0 0 ORION MARINE GROUP INC COM 68628V308 16175 1144700 SH SOLE 1144700 0 0 OSI SYSTEMS INC COM 671044105 4380 204495 SH SOLE 204495 0 0 PETROHAWK ENERGY CORP COM 716495106 37048 800000 SH SOLE 800000 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 28975 500000 SH SOLE 500000 0 0 PHH CORP COM NEW 693320202 30700 2000000 SH SOLE 2000000 0 0 PHOENIX COS INC NEW COM 71902E109 43301 5690000 SH SOLE 5690000 0 0 PLAINS EXPL& PRODTN CO COM 726505100 299177 4099999 SH SOLE 4099999 0 0 PROGRESSIVE GAMING INTL CORP COM 74332S102 5000 4000000 SH SOLE 4000000 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 98750 2150000 SH SOLE 2150000 0 0 QUESTAR CORP COM 748356102 277056 3900000 SH SOLE 3900000 0 0 SAFEWAY INC COM NEW 786514208 28550 1000000 SH SOLE 1000000 0 0 SANDRIDGE ENERGY INC COM 80007P307 64580 1000000 SH SOLE 1000000 0 0 SIRF TECHNOLOGY HLDGS INC COM 82967H101 11880 2750000 SH SOLE 2750000 0 0 SPDR TR UNIT SER 1 78462F103 58666 458400 SH SOLE 458400 0 0 ST MARY LD & EXPL CO COM 792228108 42016 650000 SH SOLE 650000 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 17030 425000 SH SOLE 425000 0 0 TARGET CORP COM 87612E106 19465 418700 SH SOLE 418700 0 0 TELEPHONE & DATA SYS INC COM 879433100 24580 520000 SH SOLE 520000 0 0 TERADATA CORP DEL COM 88076W103 53222 2300000 SH SOLE 2300000 0 0 THOMPSON CREEK METALS CO INC COM 884768102 80244 4100000 SH SOLE 4100000 0 0 TIBCO SOFTWARE INC COM 88632Q103 28305 3700000 SH SOLE 3700000 0 0 TIME WARNER INC COM 887317105 125800 8500000 SH SOLE 8500000 0 0 TRIAN ACQUISITION I CORP UNIT 99/99/9999 89582E207 10330 1000000 SH SOLE 1000000 0 0 TXCO RES INC COM 87311M102 33163 2820000 SH SOLE 2820000 0 0 VANGUARD NATURAL RESOURCES L COM UNIT 92205F106 15810 1030500 SH SOLE 1030500 0 0 VANTAGE DRILLING COMPANY *W EXP 05/24/201 G93205121 6750 1875000 SH SOLE 1875000 0 0 VANTAGE DRILLING COMPANY ORD SHS G93205113 16181 1875000 SH SOLE 1875000 0 0 VICTORY ACQUISITION CORP *W EXP 04/24/201 92644D118 1073 1650000 SH SOLE 1650000 0 0 VICTORY ACQUISITION CORP COM 92644D100 25228 2650000 SH SOLE 2650000 0 0 XTO ENERGY INC COM 98385X106 20553 300000 SH SOLE 300000 0 0