13F-HR 1 tpt3q05.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: September 30, 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 November 14, 2005 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: 80 Form13F Information Table Value Total: $4,027,499 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 4 KIDS ENTMT INC COM 350865101 8695 500000 SH SOLE 500000 0 0 ABBOTT LABS COM 002824100 8480 200000 SH SOLE 200000 0 0 ADOLOR CORP COM 00724X102 5148 482000 SH SOLE 482000 0 0 ADVANCED MEDICAL OPTICS INC COM 00763M108 75900 2000000 SH SOLE 2000000 0 0 AEP INDS INC COM 001031103 37468 2000000 SH SOLE 2000000 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 9825 300000 SH SOLE 300000 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 30040 1000000 SH SOLE 1000000 0 0 AMERICAN EXPRESS CO COM 025816109 126368 2200000 SH SOLE 2200000 0 0 AMERICAN EXPRESS CO COM 025816109 835 100000 SH CALL SOLE 0 0 0 AMERITRADE HLDG CORP NEW COM 03074K100 161100 7500000 SH SOLE 7500000 0 0 ARCHIPELAGO HLDG INC COM 03957A104 57783 1450000 SH SOLE 1450000 0 0 ARTESYN TECHNOLOGIES INC COM 043127109 9300 1000000 SH SOLE 1000000 0 0 AXCAN PHARMA INC COM 054923107 3230 250000 SH SOLE 250000 0 0 BIOVAIL CORP COM 09067J109 11685 500000 SH SOLE 500000 0 0 BRADLEY PHARMACEUTICALS INC COM 104576103 3276 300000 SH SOLE 300000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 6141 275000 SH SOLE 275000 0 0 CANADIAN NAT RES LTD COM 136385101 203355 4500000 SH SOLE 4500000 0 0 CARDIOME PHARMA CORP COM NEW 14159U202 1319 150000 SH SOLE 150000 0 0 CF INDS HLDGS INC COM 125269100 13773 930000 SH SOLE 930000 0 0 COLLEGIATE FDG SVCS INC COM 19458M108 17180 1160000 SH SOLE 1160000 0 0 COMSTOCK RES INC COM NEW 205768203 24608 750000 SH SOLE 750000 0 0 CONSOL ENERGY INC COM 20854P109 106778 1400000 SH SOLE 1400000 0 0 CVS CORP COM 126650100 14505 500000 SH SOLE 500000 0 0 DADE BEHRING HLDGS INC COM 23342J206 226889 6189000 SH SOLE 6189000 0 0 DEERFIELD TRIARC CAP CORP COM 244572301 34819 2512200 SH SOLE 2512200 0 0 DRUGMAX INC COM 262240104 7604 4350000 SH SOLE 4350000 0 0 FIDELITY NATL FINL INC COM 316326107 40068 900000 SH SOLE 900000 0 0 FREESCALE SEMICONDUCTOR INC CL B 35687M206 29475 1250000 SH SOLE 1250000 0 0 FREESCALE SEMICONDUCTOR INC COM CL A 35687M107 36286 1550000 SH SOLE 1550000 0 0 HAWAIIAN HOLDINGS INC COM 419879101 4072 1384900 SH SOLE 1384900 0 0 HOLLINGER INTL INC CL A 435569108 12250 1250000 SH SOLE 1250000 0 0 HUDSON CITY BANCORP COM 443683107 62713 5270000 SH SOLE 5270000 0 0 HUNTSMAN CORP COM 447011107 129030 6600000 SH SOLE 6600000 0 0 ICICI BK LTD ADR 45104G104 11300 400000 SH SOLE 400000 0 0 INDIA FD INC COM 454089103 8358 210000 SH SOLE 210000 0 0 IPSCO INC COM 462622101 12511 175000 SH SOLE 175000 0 0 IVANHOE MINES LTD COM 46579N103 10017 1250000 SH SOLE 1250000 0 0 KKR FINL CORP COM 482476306 28912 1300000 SH SOLE 1300000 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 129360 3675000 SH SOLE 3675000 0 0 Ligand Pharmaceuticals Inc. COM 53220K207 70959 7000000 SH SOLE 7000000 0 0 MASSEY ENERGY CORP COM 576206106 234156 4585000 SH SOLE 4585000 0 0 MCDERMOTT INTL INC COM 580037109 86034 2350000 SH SOLE 2350000 0 0 MCDONALDS CORP COM 580135101 130109 3885000 SH SOLE 3885000 0 0 MDC PARTNERS INC CL A SUB VTG 552697104 7142 991900 SH SOLE 991900 0 0 MEDIMMUNE INC COM 584699102 23555 700000 SH SOLE 700000 0 0 MOLEX INC COM 608554101 2668 100000 SH SOLE 100000 0 0 NEKTAR THERAPEUTICS COM 640268108 8475 500000 SH SOLE 500000 0 0 NEW CENTURY FINANCIAL CORP M COM 6435EV108 29016 800000 SH SOLE 800000 0 0 NEXEN INC COM 65334H102 74588 1565000 SH SOLE 1565000 0 0 NRG ENERGY INC COM NEW 629377508 94785 2225000 SH SOLE 2225000 0 0 NRG ENERGY INC COM NEW 629377508 213 50000 SH CALL SOLE 0 0 0 OCCULOGIX INC COM 67461T107 1182 185000 SH SOLE 185000 0 0 ONETRAVEL HLDGS INC COM NEW 68275A201 9860 1700000 SH SOLE 1700000 0 0 OPEN JT STK CO-VIMPEL COMMUN SPONSORED ADR 68370R109 22220 500000 SH SOLE 500000 0 0 OPTIMAL GROUP INC CL A NEW 68388R208 36707 1775000 SH SOLE 1775000 0 0 ORACLE CORP COM 68389X105 12390 1000000 SH SOLE 1000000 0 0 PFIZER INC COM 717081103 4994 200000 SH SOLE 200000 0 0 PHELPS DODGE CORP COM 717265102 129930 1000000 SH SOLE 1000000 0 0 PIONEER COS INC COM NEW 723643300 10827 450000 SH SOLE 450000 0 0 PIONEER NAT RES CO COM 723787107 90618 1650000 SH SOLE 1650000 0 0 PLAINS EXPL& PRODTN CO COM 726505100 130601 3050000 SH SOLE 3050000 0 0 PNC FINL SVCS GROUP INC COM 693475105 84129 1450000 SH SOLE 1450000 0 0 PROGENICS PHARMACEUTICALS IN COM 743187106 11855 500000 SH SOLE 500000 0 0 SALTON INC COM 795757103 670 203618 SH SOLE 203618 0 0 SEARS HLDGS CORP COM 812350106 124420 1000000 SH SOLE 1000000 0 0 SEARS HLDGS CORP COM 812350106 1525 100000 SH CALL SOLE 0 0 0 SHIRE PHARMACEUTICALS GRP PL SPONSORED ADR 82481R106 73980 2000000 SH SOLE 2000000 0 0 SIEBEL SYS INC COM 826170102 3099 300000 SH SOLE 300000 0 0 SOVEREIGN BANCORP INC COM 845905108 22040 1000000 SH SOLE 1000000 0 0 SPRINT NEXTEL CORP COM FON 852061100 30914 1300000 SH SOLE 1300000 0 0 STAR GAS PARTNERS L P UNIT LTD PARTNR 85512C105 5208 2100000 SH SOLE 2100000 0 0 STATE AUTO FINL CORP COM 855707105 11074 350000 SH SOLE 350000 0 0 SYMANTEC CORP COM 871503108 33990 1500000 SH SOLE 1500000 0 0 TLC VISION CORP COM 872549100 4426 650000 SH SOLE 650000 0 0 UNISOURCE ENERGY CORP COM 909205106 85094 2560000 SH SOLE 2560000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 101754 900000 SH SOLE 900000 0 0 WASHINGTON GROUP INTL INC COM NEW 938862208 3697 68600 SH SOLE 68600 0 0 WENDYS INTL INC COM 950590109 148995 3300000 SH SOLE 3300000 0 0 WESTERN GAS RES INC COM 958259103 341448 6665000 SH SOLE 6665000 0 0 WORLDSPACE INC CL A 981579105 7696 546200 SH SOLE 546200 0 0