13F-HR 1 tptm2q02.txt THIRD POINT 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: June 30, 2002 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: 12 East 49th Street, 28th Flr. New York, NY 10004 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 August 13, 2002 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: 41 Form13F Information Table Value Total: $351,985 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ADVANTA CORP CL B CL B 007942204 3877 355000 SH SOLE 355000 0 0 AGERE SYSTEMS INC- A CL A 00845V100 3500 2500000 SH SOLE 2500000 0 0 AMBASSADORS GROUP INC COM 023177108 1010 70400 SH SOLE 70400 0 0 AMERICAN COMMUNITY PROPERTIES COM 02520N106 886 144000 SH SOLE 144000 0 0 AMERICAN PHYSICIANS CAP COM 028884104 5377 293800 SH SOLE 293800 0 0 AMERICAN TELEPHONE & TELEGRAPH COM 001957109 21668 2025000 SH SOLE 2025000 0 0 BARD (C.R.) INC COM 067383109 5143 90900 SH SOLE 90900 0 0 BINDVIEW DEVELOPMENT CORP COM 090327107 2720 2590300 SH SOLE 2590300 0 0 BIOTRANSPLANT INC. COM 09066Y107 2830 1219998 SH SOLE 1219998 0 0 CERES GROUP INC COM 156772105 3880 1000000 SH SOLE 1000000 0 0 CHEMFIRST INC COM 16361A106 5068 176900 SH SOLE 176900 0 0 COLLINS & AIKMAN STK COM 194830105 8418 925000 SH SOLE 925000 0 0 CRAY INC. COM 225223106 1129 252600 SH SOLE 252600 0 0 CRIIMI MAE INC COM 226603504 55 7500 SH SOLE 7500 0 0 DMC STRATEX NETWORKS COM 23322L106 97 48080 SH SOLE 48080 0 0 ENDO PHARMACEUT HLDGS IN COM 29264F205 1121 160900 SH SOLE 160900 0 0 ENTERASYS NETWORKS INC COM 293637104 3523 1979400 SH SOLE 1979400 0 0 FBR ASSET INVESTMENT CORP COM 30241E303 13340 400000 SH SOLE 400000 0 0 FIDELITY NATL STK COM 316326107 6657 210657 SH SOLE 210657 0 0 FIRST COMMUNITY BANCORP COM 31983B101 1079 46494 SH SOLE 46494 0 0 GENESIS HEALTH VENTURES COM 37183F107 6027 300000 SH SOLE 300000 0 0 INSIGNIA FINANCIAL GR COM 45767A105 10861 1117400 SH SOLE 1117400 0 0 JM SMUCKER CO/THE COM 832696306 6253 183200 SH SOLE 183200 0 0 KINDRED HEALTHCARE INC COM 494580103 8221 185000 SH SOLE 185000 0 0 LINCOLN NATIONAL CORP COM 534187109 2100 50000 SH SOLE 50000 0 0 LOCAL FINANCIAL CORP. COM 539553107 9810 600000 SH SOLE 600000 0 0 LUFKIN INDUSTRIES COM 549764108 5377 186500 SH SOLE 186500 0 0 NEW CENTURY FINANCIAL COM 64352D101 9256 265000 SH SOLE 265000 0 0 NTL COMM CORP 6 3/4% 05/15/08 NOTE 6.750% 5/08 62941AAB5 21149 64088000 PRN SOLE 64088000 0 0 P G & E CORPORATION COM 69331C108 7836 438000 SH SOLE 438000 0 0 PATINA OIL & GAS CORPORATION COM 703224105 3432 125123 SH SOLE 125123 0 0 PENN VIRGINIA CORP COM 707882106 23388 600000 SH SOLE 600000 0 0 POTLATCH CORP COM 737628107 29560 868900 SH SOLE 868900 0 0 PRINCIPAL FINANCIAL GROUP COM 74251V102 6200 200000 SH SOLE 200000 0 0 PRUDENTIAL FINANCIAL INC COM 744320102 43535 1305000 SH SOLE 1305000 0 0 SAXON CAPITAL INC COM 80556P302 17225 1060000 SH SOLE 1060000 0 0 SILICONIX INC COM 827079203 1941 70100 SH SOLE 70100 0 0 SONERA OYJ / SONERA GRP PLC SPONSORED ADR 835433202 2144 560330 SH SOLE 560330 0 0 STAGE STORES INC COM 85254C107 26606 765849 SH SOLE 765849 0 0 TRIZEC HAHN CORP SUB VTG 896938107 3072 182215 SH SOLE 182215 0 0 VISTEON CORP COM 92839U107 16614 1170000 SH SOLE 1170000 0 0