13F-HR 1 tpt3q03.txt 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: September 30, 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 November 05, 2003 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: 43 Form13F Information Table Value Total: $453,296 (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 15897 885200 SH SOLE 885200 0 0 AGERE SYS INC CL B 00845V209 1157 400000 SH SOLE 400000 0 0 AMERICAN FINL RLTY TR COM 02607P305 16780 1190000 SH SOLE 1190000 0 0 ASE TEST LTD ORD Y02516105 3910 450000 SH SOLE 450000 0 0 BANKATLANTIC BANCORP CL A 065908501 5365 376400 SH SOLE 376400 0 0 BANKUNITED FINL CORP CL A 06652B103 6087 289300 SH SOLE 289300 0 0 BANTA CORP COM 066821109 1800 50000 SH SOLE 50000 0 0 BINDVIEW DEV CORP COM 090327107 3627 1353100 SH SOLE 1353100 0 0 CANADIAN NAT RES LTD COM 136385101 16464 400000 SH SOLE 400000 0 0 CONEXANT SYSTEMS INC COM 207142100 6073 1075000 SH SOLE 1075000 0 0 CONSOL ENERGY INC COM 20854P109 11880 639415 SH SOLE 639415 0 0 CONSOL ENERGY INC COM 20854P109 25280 1360585 SH SOLE 1360585 0 0 DADE BEHRING HLDGS INC COM 23342J206 53053 1878000 SH SOLE 1878000 0 0 DEVON ENERGY CORP NEW COM 25179M103 12048 250000 SH SOLE 250000 0 0 ENCORE CAP GROUP INC COM 292554102 4053 350000 SH SOLE 350000 0 0 FEDERAL HOME LN MTG CORP COM 313400301 2096 40000 SH CALL SOLE 400 0 0 FIRST CMNTY BANCORP CALIF COM 31983B101 5025 150000 SH SOLE 150000 0 0 HOLLINGER INTL INC CL A 435569108 617 50000 SH SOLE 50000 0 0 HYPERCOM CORP COM 44913M105 3368 625000 SH SOLE 625000 0 0 HYPERCOM CORP COM 44913M105 3368 625000 SH SOLE 625000 0 0 IDT CORP CL B 448947309 2861 158400 SH SOLE 158400 0 0 IGEN INC COM 449536101 1151 20000 SH SOLE 20000 0 0 INFINITY PPTY & CAS CORP COM 45665Q103 18349 652973 SH SOLE 652973 0 0 LIBERTY MEDIA CORP NEW COM SER A 530718105 29649 2973719 SH SOLE 2973719 0 0 LOCAL FINL CORP COM 539553107 6020 337700 SH SOLE 337700 0 0 M D C HLDGS INC COM 552676108 10803 200000 SH SOLE 202484 0 0 MCDERMOTT INTL INC COM 580037109 15105 2645500 SH SOLE 2645500 0 0 MDC CORP CL A SUBVTGNEW 55267W309 5908 593700 SH SOLE 593700 0 0 MI DEVS INC CL A SUB VTG 55304X104 5674 250000 SH SOLE 250000 0 0 NCRIC GROUP INC DEL COM 62886P103 1904 177700 SH SOLE 177700 0 0 PENN VA CORP COM 707882106 39073 884000 SH SOLE 884000 0 0 PETROKAZAKHSTAN INC COM 71649P102 7310 350000 SH SOLE 350000 0 0 PG&E CORP COM 69331C108 23900 1000000 SH SOLE 1000000 0 0 PLAINS EXPL & PRODTN CO L P COM 726505100 14681 1177300 SH SOLE 1177300 0 0 PMI GROUP INC COM 69344M101 13548 401400 SH SOLE 401400 0 0 POTLATCH CORP COM 737628107 22497 757000 SH SOLE 757000 0 0 PROVIDENT FINL SVCS INC COM 74386T105 6802 355000 SH SOLE 355000 0 0 SAFECO CORP COM 786429100 1764 50000 SH SOLE 50000 0 0 SCOTTISH RE GROUP LTD ORD G7885T104 1793 74300 SH SOLE 74300 0 0 TALISMAN ENERGY INC COM 87425E103 2477 53800 SH SOLE 53800 0 0 UNUMPROVIDENT CORP COM 91529Y106 8862 600000 SH SOLE 600000 0 0 WARNACO GROUP INC CL A NEW 934390402 371 23800 SH SOLE 23800 0 0 WASHINGTON GROUP INTL INC COM NEW 938862208 14846 550025 SH SOLE 550025 0 0