13F-HR 1 thirdpoint1q2013.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: March 31, 2013 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 May 15, 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: $5,311,391 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBVIE INC COM 00287Y109 120301 2950000 SH SOLE 2950000 0 0 AGRIUM INC COM 008916108 97500 1000000 SH SOLE 1000000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 524070 13500000 SH SOLE 13500000 0 0 ANADARKO PETE CORP COM 032511107 104940 1200000 SH SOLE 1200000 0 0 APPLE INC COM 037833100 225 25000 SH CALL SOLE 25000 0 0 ARIAD PHARMACEUTICALS INC COM 04033A100 49720 2750000 SH SOLE 2750000 0 0 B/E AEROSPACE INC COM 073302101 120560 2000000 SH SOLE 2000000 0 0 BIOFUEL ENERGY CORP COM NEW 09064Y307 5330 1043123 SH SOLE 1043123 0 0 CABOT OIL & GAS CORP COM 127097103 84512 1250000 SH SOLE 1250000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 112000 4000000 SH SOLE 4000000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 70 50000 SH CALL SOLE 50000 0 0 CHIMERA INVT CORP COM 16934Q109 47850 15000000 SH SOLE 15000000 0 0 COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 13320 250000 SH SOLE 250000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 95280 2000000 SH SOLE 2000000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 133200 3000000 SH SOLE 3000000 0 0 DOLLAR GEN CORP NEW COM 256677105 116334 2300000 SH SOLE 2300000 0 0 ELECTRONIC ARTS INC COM 285512109 1640 2000000 SH CALL SOLE 2000000 0 0 ENPHASE ENERGY INC COM 29355A107 46184 7448987 SH SOLE 7448987 0 0 EQUINIX INC COM NEW 29444U502 91932 425000 SH SOLE 425000 0 0 HESS CORP COM 42809H107 71610 1000000 SH SOLE 1000000 0 0 HILLSHIRE BRANDS CO COM 432589109 5500 2500000 SH CALL SOLE 2500000 0 0 INTL PAPER CO COM 460146103 307428 6600000 SH SOLE 6600000 0 0 LIBERTY GLOBAL INC COM SER A 530555101 58704 800000 SH SOLE 800000 0 0 LIBERTY GLOBAL INC COM SER C 530555309 30884 450000 SH SOLE 450000 0 0 LOUISIANA PAC CORP COM 546347105 38880 1800000 SH SOLE 1800000 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 60126 950000 SH SOLE 950000 0 0 MURPHY OIL CORP COM 626717102 159325 2500000 SH SOLE 2500000 0 0 NEWS CORP CL A 65248E104 198315 6500000 SH SOLE 6500000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 75725 2500000 SH SOLE 2500000 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 62453 1900000 SH SOLE 1900000 0 0 SOTHEBYS COM 835898107 18705 500000 SH SOLE 500000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 20081 130000 SH SOLE 130000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 99437 1300000 SH SOLE 1300000 0 0 TIBCO SOFTWARE INC COM 88632Q103 20215 1000000 SH SOLE 1000000 0 0 TIFFANY & CO NEW COM 886547108 187758 2700000 SH SOLE 2700000 0 0 TIFFANY & CO NEW COM 886547108 31 15000 SH CALL SOLE 15000 0 0 TRANSDIGM GROUP INC COM 893641100 61168 400000 SH SOLE 400000 0 0 VIRGIN MEDIA INC COM 92769L101 538670 11000000 SH SOLE 11000000 0 0 WESCO INTL INC COM 95082P105 72610 1000000 SH SOLE 1000000 0 0 YAHOO INC COM 984332106 1458798 62000000 SH SOLE 62000000 0 0