13F-HR 1 tpt1q03.txt THIRD POINT INVESTMENT 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: March 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 April 25, 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: 40 Form13F Information Table Value Total: $328,731 (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 15515 1153500 SH 1153500 1153500 0 0 AGERE SYS INC CL B 00845V209 600 400000 SH 400000 400000 0 0 ALLMERICA FINL CORP COM 019754100 2471 176100 SH 176100 176100 0 0 AT&T CORP COM NEW 001957505 4860 300000 SH 300000 300000 0 0 BINDVIEW DEV CORP COM 090327107 3238 2590300 SH 2590300 2590300 0 0 BROOKFIELD HOMES CORP COM 112723101 927 70000 SH 70000 70000 0 0 COMCAST CORP NEW CL A SPL 20030N200 27440 1000000 SH 1000000 1000000 0 0 DADE BEHRING HLDGS INC COM 23342J206 33044 1764250 SH 1764250 1764250 0 0 DEL MONTE FOODS CO COM 24522P103 8281 1110000 SH 1110000 1110000 0 0 FIDELITY NATL FINL INC COM 316326107 7194 210657 SH 210657 210657 0 0 FIRST CMNTY BANCORP CALIF COM 31983B101 4438 153494 SH 153494 153494 0 0 FIRST NIAGARA FINL GP INC COM 33582V108 761 65000 SH 65000 65000 0 0 GENESIS HEALTH VENTURE INC N COM 37183F107 6980 470050 SH 470050 470050 0 0 HUDSON CITY BANCORP COM 443683107 506 25000 SH 25000 25000 0 0 INFINITY PPTY & CAS CORP COM 45665Q103 9662 529700 SH 529700 529700 0 0 INFORMATION RES INC COM 456905108 297 232000 SH 232000 232000 0 0 KINDRED HEALTHCARE INC COM 494580103 1697 150000 SH 150000 150000 0 0 LIBERTY MEDIA CORP NEW COM SER A 530718105 28934 2973719 SH 2973719 2973719 0 0 LOCAL FINL CORP COM 539553107 6489 449100 SH 449100 449100 0 0 LUFKIN INDS INC COM 549764108 3564 186100 SH 186100 186100 0 0 M D C HLDGS INC COM 552676108 12090 315000 SH 315000 315000 0 0 MCDERMOTT INTL INC COM 580037109 3931 1355400 SH 1355400 1355400 0 0 METASOLV INC COM 59139P104 305 214800 SH 214800 214800 0 0 NEW CENTURY FINANCIAL CORP COM 64352D101 469 15000 SH 15000 15000 0 0 OCEAN ENERGY INC DEL COM 67481E106 4000 200000 SH 200000 200000 0 0 PATINA OIL & GAS CORP COM 703224105 3290 100000 SH 100000 100000 0 0 PENN VA CORP COM 707882106 33792 880000 SH 880000 880000 0 0 PG&E CORP COM 69331C108 12105 900000 SH 900000 900000 0 0 PLAINS EXPL & PRODTN CO L P COM 726505100 7215 874600 SH 874600 874600 0 0 POTLATCH CORP COM 737628107 16554 852000 SH 852000 852000 0 0 PROVIDENT FINL SVCS INC COM 74386T105 4822 305000 SH 305000 305000 0 0 RESONATE INC COM 76115Q104 719 372700 SH 372700 372700 0 0 SEAGATE TECHNOLOGY SHS G7945J104 0 470600 SH 470600 470600 0 0 SILICON LABORATORIES INC COM 826919102 6045 231000 SH 231000 231000 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 2804 450000 SH 450000 450000 0 0 TENET HEALTHCARE CORP COM 88033G100 22545 1350000 SH 1350000 1350000 0 0 VENTAS INC COM 92276F100 1969 169700 SH 169700 169700 0 0 WARNACO GROUP INC CL A NEW 934390402 18830 1892432 SH 1892432 1892432 0 0 WASHINGTON GROUP INTL INC COM NEW 938862208 9318 532767 SH 532767 532767 0 0 WEBEX INC COM 94767L109 1030 100000 SH 100000 100000 0 0