13F-HR 1 tpt4q03.txt IFS - THIRD POINT INV MGMT 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, 2003 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 05, 2004 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: 44 Form13F Information Table Value Total: $636,605 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ADVANCED MEDICAL OPTICS INC COM 00763M108 13755 700000 SH SOLE 700000 0 0 ALCAN INC COM 013716105 7043 150000 SH SOLE 150000 0 0 AMERICAN FINL RLTY TR COM 02607P305 12518 734200 SH SOLE 734200 0 0 BANKATLANTIC BANCORP CL A 065908501 7862 413800 SH SOLE 413800 0 0 BANKUNITED FINL CORP CL A 06652B103 9789 379700 SH SOLE 379700 0 0 CANADIAN NAT RES LTD COM 136385101 22698 450000 SH SOLE 450000 0 0 CLEVELAND CLIFFS INC COM 185896107 11922 234000 SH SOLE 234000 0 0 CONEXANT SYSTEMS INC COM 207142100 3237 650000 SH SOLE 650000 0 0 CONSECO INC COM NEW 208464883 9810 450000 SH SOLE 450000 0 0 CONSOL ENERGY INC COM 20854P109 51800 2000000 SH SOLE 2000000 0 0 DADE BEHRING HLDGS INC COM 23342J206 67566 1884700 SH SOLE 1884700 0 0 ENCORE CAP GROUP INC COM 292554102 6040 400000 SH SOLE 400000 0 0 FEDERAL HOME LN MTG CORP COM 313400301 3499 60000 SH CALL SOLE 600 0 0 FEDERAL HOME LN MTG CORP COM 313400301 2916 50000 SH SOLE 50000 0 0 FIRST CMNTY BANCORP CALIF COM 31983B101 5421 150000 SH SOLE 150000 0 0 FPIC INS GROUP INC COM 302563101 7324 291900 SH SOLE 291900 0 0 HAYES LEMMERZ INTL INC COM NEW 420781304 20370 1134200 SH SOLE 1134200 0 0 HOLLINGER INTL INC CL A 435569108 4686 300000 SH SOLE 300000 0 0 IDT CORP CL B 448947309 5167 223400 SH SOLE 223400 0 0 INFINITY PPTY & CAS CORP COM 45665Q103 25517 772073 SH SOLE 772073 0 0 INTERNATIONAL STL GROUP INC COM 460377104 17528 450000 SH SOLE 450000 0 0 KOMAG INC COM NEW 500453204 2922 200000 SH SOLE 200000 0 0 LIBERTY MEDIA CORP NEW COM SER A 530718105 35358 2973719 SH SOLE 2973719 0 0 LOCAL FINL CORP COM 539553107 7034 337700 SH SOLE 337700 0 0 M D C HLDGS INC COM 552676108 12900 200000 SH SOLE 200000 0 0 MCDERMOTT INTL INC COM 580037109 31614 2645500 SH SOLE 2645500 0 0 MDC CORP CL A SUBVTGNEW 55267W309 6804 593700 SH SOLE 593700 0 0 MEDCO HEALTH SOLUTIONS INC COM 58405U102 13596 400000 SH SOLE 400000 0 0 MI DEVS INC CL A SUB VTG 55304X104 6980 250000 SH SOLE 250000 0 0 NCRIC GROUP INC DEL COM 62886P103 1893 177700 SH SOLE 177700 0 0 NEW CENTURY FINANCIAL CORP COM 64352D101 7934 200000 SH SOLE 200000 0 0 PENN VA CORP COM 707882106 45744 822000 SH SOLE 822000 0 0 PG&E CORP COM 69331C108 27770 1000000 SH SOLE 1000000 0 0 PLAINS EXPL& PRODTN CO COM 726505100 18119 1177300 SH SOLE 1177300 0 0 PMI GROUP INC COM 69344M101 18749 503600 SH SOLE 503600 0 0 POTLATCH CORP COM 737628107 24339 700000 SH SOLE 700000 0 0 PROVIDENT FINL SVCS INC COM 74386T105 4710 249200 SH SOLE 249200 0 0 SAFECO CORP COM 786429100 10898 280000 SH SOLE 280000 0 0 SAXON CAPITAL INC COM 80556P302 4053 193000 SH SOLE 193000 0 0 SOLUTIA INC COM 834376105 1095 3000000 SH SOLE 3000000 0 0 TALISMAN ENERGY INC COM 87425E103 3050 53800 SH SOLE 53800 0 0 UNITED STATES STL CORP NEW COM 912909108 14008 400000 SH SOLE 400000 0 0 UNUMPROVIDENT CORP COM 91529Y106 13405 850000 SH SOLE 850000 0 0 WASHINGTON GROUP INTL INC COM NEW 938862208 23723 698342 SH SOLE 698342 0 0