13F-HR 1 tpt4q05.txt THIRD POINT INVESTMENT MANAGMENT 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, 2005 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 February 10, 2006 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: 75 Form13F Information Table Value Total: $2,663,870 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AEP INDS INC COM 001031103 45000 2000000 SH SOLE 2000000 0 0 AMERICAN EXPRESS CO COM 025816109 92628 1800000 SH SOLE 1800000 0 0 AMERITRADE HLDG CORP NEW COM 03074K100 90000 3750000 SH SOLE 3750000 0 0 ARCHIPELAGO HLDG INC COM 03957A104 39816 800000 SH SOLE 800000 0 0 AXCELIS TECHNOLOGIES INC COM 054540109 7155 1500000 SH SOLE 1500000 0 0 CAMBREX CORP COM 132011107 1877 100000 SH SOLE 100000 0 0 CEPHALON INC COM 156708109 22659 350000 SH SOLE 350000 0 0 CF INDS HLDGS INC COM 125269100 12200 800000 SH SOLE 800000 0 0 COMPTON PETE CORP COM 204940100 12301 840000 SH SOLE 840000 0 0 CORE MARK HOLDING CO INC COM 218681104 31042 973095 SH SOLE 973095 0 0 CYPRESS SEMICONDUCTOR CORP COM 232806109 27122 1903300 SH SOLE 1903300 0 0 DADE BEHRING HLDGS INC COM 23342J206 241251 5900000 SH SOLE 5900000 0 0 DEERFIELD TRIARC CAP CORP COM 244572301 23821 1805500 SH SOLE 1805500 0 0 DRUGMAX INC COM 262240104 4800 4000000 SH SOLE 4000000 0 0 EDDIE BAUER HLDGS COM 071625107 15150 1000000 SH SOLE 1000000 0 0 EL PASO CORP COM 28336L109 4256 350000 SH SOLE 350000 0 0 ENCYSIVE PHARMACEUTICALS INC COM 29256X107 1578 200000 SH SOLE 200000 0 0 FIDELITY NATL FINL INC COM 316326107 36790 1000000 SH SOLE 1000000 0 0 FIDELITY NATL TITLE GROUP IN CL A 31620R105 11932 490000 SH SOLE 490000 0 0 FIRST DATA CORP COM 319963104 34408 800000 SH SOLE 800000 0 0 FLOW INTL CORP COM 343468104 32224 4033000 SH SOLE 4033000 0 0 FREESCALE SEMICONDUCTOR INC CL B 35687M206 25170 1000000 SH SOLE 1000000 0 0 FREESCALE SEMICONDUCTOR INC COM CL A 35687M107 17633 700000 SH SOLE 700000 0 0 HAWAIIAN HOLDINGS INC COM 419879101 998 250000 SH SOLE 250000 0 0 HAYNES INTERNATIONAL INC COM 420877201 14060 669500 SH SOLE 669500 0 0 HILLENBRAND INDS INC COM 431573104 9882 200000 SH SOLE 200000 0 0 HOLLINGER INTL INC CL A 435569108 5469 610400 SH SOLE 610400 0 0 HUDSON CITY BANCORP COM 443683107 44844 3700000 SH SOLE 3700000 0 0 HUNTSMAN CORP COM 447011107 38445 2350000 SH SOLE 2350000 0 0 ICO GLOBAL COM HLDG NEW COM 44930K108 31250 5000000 SH SOLE 5000000 0 0 IMS HEALTH INC COM 449934108 8348 335000 SH SOLE 335000 0 0 INTERNATIONAL COAL GRP INC N COM 45928H106 9500 1000000 SH SOLE 1000000 0 0 INTEROIL CORP COM 460951106 1340 50000 SH SOLE 50000 0 0 IPSCO INC COM 462622101 24894 300000 SH SOLE 300000 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 3429 215000 SH SOLE 215000 0 0 IVANHOE MINES LTD COM 46579N103 8974 1250000 SH SOLE 1250000 0 0 KKR FINL CORP COM 482476306 29988 1250000 SH SOLE 1250000 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 117428 3100000 SH SOLE 3100000 0 0 LIGAND PHARMACEUTICALS CL B 53220K207 82231 7375000 SH SOLE 7375000 0 0 LORAL SPACE & COMMUNICATNS L COM 543881106 8577 303620 SH SOLE 303620 0 0 MASSEY ENERGY CORP COM 576206106 169468 4475000 SH SOLE 4475000 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 9060 250000 SH SOLE 250000 0 0 MCDERMOTT INTL INC COM 580037109 44610 1000000 SH SOLE 1000000 0 0 MCDONALDS CORP COM 580135101 75870 2250000 SH SOLE 2250000 0 0 MOLEX INC COM 608554101 11029 425000 SH SOLE 425000 0 0 NEKTAR THERAPEUTICS COM 640268108 9053 550000 SH SOLE 550000 0 0 NEUROMETRIX INC COM 641255104 1364 50000 SH SOLE 50000 0 0 NEW CENTURY FINANCIAL CORP M COM 6435EV108 43284 1200000 SH SOLE 1200000 0 0 NEXEN INC COM 65334H102 61919 1300000 SH SOLE 1300000 0 0 NRG ENERGY INC COM NEW 629377508 47120 1000000 SH SOLE 1000000 0 0 NUVELO INC COM NEW 67072M301 3244 400000 SH SOLE 400000 0 0 OFFICEMAX INC DEL COM 67622P101 4438 175000 SH SOLE 175000 0 0 ONETRAVEL HLDGS INC COM NEW 68275A201 3451 1700000 SH SOLE 1700000 0 0 OPTIMAL GROUP INC CL A NEW 68388R208 18234 900000 SH SOLE 900000 0 0 OSI PHARMACEUTICALS INC COM 671040103 8833 315000 SH SOLE 315000 0 0 PAIN THERAPEUTICS INC COM 69562K100 1014 150000 SH SOLE 150000 0 0 PFIZER INC COM 717081103 48972 2100000 SH SOLE 2100000 0 0 PLAINS EXPL& PRODTN CO COM 726505100 123163 3100000 SH SOLE 3100000 0 0 PRECISION DRILLING TR TR UNIT 740215108 2584 400000 SH SOLE 400000 0 0 PROGENICS PHARMACEUTICALS IN COM 743187106 10004 400000 SH SOLE 400000 0 0 RUDDICK CORP COM 781258108 21280 1000000 SH SOLE 1000000 0 0 SALTON INC COM 795757103 814 395218 SH SOLE 395218 0 0 SEARS HLDGS CORP COM 812350106 23106 200000 SH SOLE 200000 0 0 SEITEL INC COM 816074405 16640 8000000 SH SOLE 8000000 0 0 SHIRE PLC SPONSORED ADR 82481R106 79520 2050000 SH SOLE 2050000 0 0 SIX FLAGS INC COM 83001P109 21203 2750000 SH SOLE 2750000 0 0 SOVEREIGN BANCORP INC COM 845905108 5405 250000 SH SOLE 250000 0 0 STAR GAS PARTNERS L P UNIT LTD PARTNR 85512C105 3906 2100000 SH SOLE 2100000 0 0 TLC VISION CORP COM 872549100 1613 250000 SH SOLE 250000 0 0 UNISOURCE ENERGY CORP COM 909205106 79872 2560000 SH SOLE 2560000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 10320 200000 SH SOLE 200000 0 0 VIACOM INC NEW CL B 92553P201 90628 2780000 SH SOLE 2780000 0 0 WENDYS INTL INC COM 950590109 46971 850000 SH SOLE 850000 0 0 WESTERN GAS RES INC COM 958259103 289604 6150000 SH SOLE 6150000 0 0 WORLDSPACE INC CL A 981579105 5804 400000 SH SOLE 400000 0 0