13F-HR 1 tpt4q04.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, 2004 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 Management Company, LLC Address: 360 Madison Ave., 24th Floor New York, NY 10017 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: Managing Member Phone: 212-224-7400 Signature, Place, and Date of Signing: /s/ Daniel S. Loeb New York, NY February 11, 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: 54 Form13F Information Table Value Total: $1,710,278 (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 10510 500000 SH SOLE 500000 0 0 AIRGATE PCS INC COM NEW 009367301 15930 450000 SH SOLE 450000 0 0 BLOCKBUSTER INC CL A 093679108 24258 2542737 SH SOLE 2542737 0 0 CAL MAINE FOODS INC COM NEW 128030202 1209 100000 SH SOLE 100000 0 0 CANADIAN NAT RES LTD COM 136385101 96233 2250000 SH SOLE 2250000 0 0 CENDANT CORP COM 151313103 5845 250000 SH SOLE 250000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 22295 350000 SH SOLE 350000 0 0 CLEVELAND CLIFFS INC COM 185896107 62316 600000 SH SOLE 600000 0 0 COMMSCOPE INC COM 203372107 9450 500000 SH SOLE 500000 0 0 CONSECO INC COM NEW 208464883 26933 1350000 SH SOLE 1350000 0 0 CONSOL ENERGY INC COM 20854P109 98463 2500000 SH SOLE 2500000 0 0 DADE BEHRING HLDGS INC COM 23342J206 128639 2300000 SH SOLE 2300000 0 0 DELTA AIR LINES INC DEL COM 247361108 7 265000 SH PUT SOLE 265000 0 0 FIDELITY NATL FINL INC COM 316326107 20552 450000 SH SOLE 450000 0 0 FREESCALE SEMICONDUCTOR INC COM CL A 35687M107 32076 1800000 SH SOLE 1800000 0 0 HANMI FINL CORP COM 410495105 9091 253590 SH SOLE 253590 0 0 HAWAIIAN HOLDINGS INC COM 419879101 4988 730300 SH SOLE 730300 0 0 HAYES LEMMERZ INTL INC COM NEW 420781304 12379 1406750 SH SOLE 1406750 0 0 HOLLINGER INTL INC CL A 435569108 21168 1350000 SH SOLE 1350000 0 0 HOLLY CORP COM PAR $0.01 435758305 23968 860000 SH SOLE 860000 0 0 INDIA FD INC COM 454089103 1357 45800 SH SOLE 45800 0 0 INFINITY PPTY & CAS CORP COM 45665Q103 32032 910000 SH SOLE 910000 0 0 KMART HLDG CORPORATION COM 498780105 21729 220000 SH SOLE 220000 0 0 LEAP WIRELESS INTL INC COM 521863308 110495 4100000 SH SOLE 4100000 0 0 LEVITT CORP CL A 52742P108 9276 303447 SH SOLE 303447 0 0 M D C HLDGS INC COM 552676108 30254 350000 SH SOLE 350000 0 0 MAGELLAN HEALTH SVCS INC COM NEW 559079207 72928 2150000 SH SOLE 2150000 0 0 MCDERMOTT INTL INC COM 580037109 77571 4225000 SH SOLE 4225000 0 0 MDC PARTNERS INC CL A SUB VTG 552697104 10680 1000000 SH SOLE 1000000 0 0 MECHEL STEEL GROUP OAO SPONSORED ADR 583840103 6705 300000 SH SOLE 300000 0 0 MORGAN STANLEY INDIA INVS FD COM 61745C105 994 32100 SH SOLE 32100 0 0 MORTGAGEIT HLDGS INC COM 61915Q108 8437 470000 SH SOLE 470000 0 0 MYLAN LABS INC COM 628530107 37128 2100000 SH SOLE 2100000 0 0 NESS TECHNOLOGIES INC COM 64104X108 5772 390000 SH SOLE 390000 0 0 NEW CENTURY FINANCIAL CORP M COM 6435EV108 54324 850000 SH SOLE 850000 0 0 NEXTEL COMMUNICATIONS INC CL A 65332V103 10500 350000 SH SOLE 350000 0 0 OPEN JT STK CO-VIMPEL COMMUN SPONSORED ADR 68370R109 5421 150000 SH SOLE 150000 0 0 OWENS ILL INC COM NEW 690768403 28879 1275000 SH SOLE 1275000 0 0 PG&E CORP COM 69331C108 33280 1000000 SH SOLE 1000000 0 0 PLAINS EXPL& PRODTN CO COM 726505100 66300 2550000 SH SOLE 2550000 0 0 RADYNE COMSTREAM INC COM NEW 750611402 4968 665000 SH SOLE 665000 0 0 ROTECH HEALTHCARE INC COM 778669101 29742 1062200 SH SOLE 1062200 0 0 SALTON INC COM 795757103 5202 919000 SH SOLE 919000 0 0 SEARS ROEBUCK & CO COM 812387108 127575 2500000 SH SOLE 2500000 0 0 SPRINT CORP COM FON 852061100 24850 1000000 SH SOLE 1000000 0 0 STAR GAS PARTNERS L P UNIT LTD PARTNR 85512C105 14900 2000000 SH SOLE 2000000 0 0 STATE AUTO FINL CORP COM 855707105 7341 284000 SH SOLE 284000 0 0 SUNGARD DATA SYS INC COM 867363103 14165 500000 SH SOLE 500000 0 0 TELEWEST GLOBAL INC COM 87956T107 6337 362142 SH SOLE 362142 0 0 UNITED STATES STL CORP NEW COM 912909108 48688 950000 SH SOLE 950000 0 0 UNOCAL CORP COM 915289102 58374 1350000 SH SOLE 1350000 0 0 WALTER INDS INC COM 93317Q105 57341 1700000 SH SOLE 1700000 0 0 WASHINGTON GROUP INTL INC COM NEW 938862208 45298 1100000 SH SOLE 1100000 0 0 WHITING PETE CORP NEW COM 966387102 15125 500000 SH SOLE 500000 0 0