13F-HR 1 tptm1q02.txt THIRD POINT MGMT - IMS 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, 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 May 14, 2002 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 56 Form13F Information Table Value Total: $329,915 thousands List of Other Included Managers: List of Other Managers Reporting for this Manager: 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 4662 393400 SH SOLE 393400 0 0 AMBASSADORS GROUP INC COM 023177108 1141 83000 SH SOLE 83000 0 0 AMBASSADORS INTERNATIONAL COM 023178106 706 83000 SH SOLE 83000 0 0 AMERICAN COMMUNITY PROPERTIES COM 02520N106 1044 144000 SH SOLE 144000 0 0 AMERICAN PHYSICIANS CAP COM 028884104 5729 293800 SH SOLE 293800 0 0 AMF BOWLING WORLD WIDE COM 030385105 13399 570173 SH SOLE 570173 0 0 BARD (C R ) INC COM 067383109 14320 242500 SH SOLE 242500 0 0 BEACON CAPITAL PARTNERS COM 24607ZUS6 1205 170000 SH SOLE 170000 0 0 BINDVIEW DEVELOPMENT CORP COM 090327107 5543 2590300 SH SOLE 2590300 0 0 BONNEVILLE PACIFIC (ESCROW) COM 098904204 0 174000 SH SOLE 174000 0 0 CERES GROUP INC COM 156772105 4450 1000000 SH SOLE 1000000 0 0 CHEMFIRST INC COM 16361A106 4732 176900 SH SOLE 176900 0 0 COBALT GROUP INC - PRIVATE EQ COM 19074Q103 1050 300000 SH SOLE 300000 0 0 CRAY INC COM 225223106 571 252600 SH SOLE 252600 0 0 CRIIMI MAE INC COM 226603504 462 130000 SH SOLE 130000 0 0 DIRECTRIX INC COM 25459A100 22 54312 SH SOLE 54312 0 0 ENDO PHARMACEUT HLDGS IN COM 29264F205 1609 160900 SH SOLE 160900 0 0 ENTERASYS NETWORKS INC COM 293637104 3902 922400 SH SOLE 922400 0 0 FANNIE MAE COM 313586109 7988 100000 SH SOLE 100000 0 0 FBR ASSET INVBESTMENT COR COM 30241E303 2720 100000 SH SOLE 100000 0 0 FIDELITY NATL STK COM 316326107 1598 60600 SH SOLE 60600 0 0 FIRST COMMUNITY BANCORP COM 31983B101 1216 46494 SH SOLE 46494 0 0 FIRSTCITY LIQUIDATING TRUST COM 33762E108 373 27200 SH SOLE 27200 0 0 FLEETBOSTON FINANCIAL CO COM 339030108 7000 200000 SH SOLE 200000 0 0 GENESIS HEALTH VENTURES COM 37183F107 5451 300000 SH SOLE 300000 0 0 INSIGNIA FINANCIAL GR COM 45767A105 12794 1117400 SH SOLE 1117400 0 0 JNI CORP COM 46622G105 2115 297100 SH SOLE 297100 0 0 KINDRED HEALTHCARE INC COM 494580103 7493 185000 SH SOLE 185000 0 0 LINCOLN NATIONAL CORP COM 539553107 2537 50000 SH SOLE 50000 0 0 LOCAL FINANCIAL CORP COM 539553107 5903 375024 SH SOLE 375024 0 0 LOCAL FINANCIAL CORP PRIV 144A COM 539553305 3541 224976 SH SOLE 224976 0 0 LOEWS CORP COM 540424108 3239 55300 SH SOLE 55300 0 0 LUNDIN PETROLEUM AB SPON GDR B 550375109 102 300000 SH SOLE 300000 0 0 MEVC DRAPER FISHER COM 55271E105 147 15000 SH SOLE 15000 0 0 NAVIGANT INTERNATIONAL COM 63935R108 2218 154650 SH SOLE 154650 0 0 NEOMAGIC CORPORATION (QA) COM 640497103 575 171500 SH SOLE 171500 0 0 NEXT WAVE TELECOMM INC-CL B CL B 65332M103 1284 503423 SH SOLE 503423 0 0 NOMAS CORP CLASS A CL A 65531N100 0 17880 SH SOLE 17880 0 0 NOMAS CORP NEW COM 65531N100 0 17880 SH SOLE 17880 0 0 P G & E CORPORATION COM 69331C108 9848 418000 SH SOLE 418000 0 0 PATINA OIL & GAS CORPORATION COM 703224105 3155 100100 SH SOLE 100100 0 0 PENN VIRGINIA CORP COM 707882106 20075 500000 SH SOLE 500000 0 0 PINNACLE ENTERTAINMENT INC COM 723456109 808 100300 SH SOLE 100300 0 0 POTLACH CORP COM 737628107 22128 656800 SH SOLE 656800 0 0 PREVIEW SYSTEMS INC COM 741379101 3 75000 SH SOLE 75000 0 0 PRINCIPAL FINANCIAL GROUP COM 74251V102 5060 200000 SH SOLE 200000 0 0 PRUDENTIAL FINANCIAL INC COM 744320102 39744 1280000 SH SOLE 1280000 0 0 SAXON CAPITAL INC COM 80556P302 14940 1000000 SH SOLE 1000000 0 0 SEAGATE TECH (ESCROW) COM 811804103 0 470600 SH SOLE 470600 0 0 SILICONIX INC COM 827079203 2401 81400 SH SOLE 81400 0 0 SPECTRIAN CORP COM 847608106 1082 75900 SH SOLE 75900 0 0 STAGE STORES INC COM 85254C107 21264 800000 SH SOLE 800000 0 0 STILWELL FINANCIAL INC COM 860831106 24857 1015000 SH SOLE 1015000 0 0 TRIZEC HAHN COM 896938107 11081 700000 SH SOLE 700000 0 0 VISTEON CORP COM 92839U107 19364 1170000 SH SOLE 1170000 0 0 WESTERN RESOURCES COM 959425109 1264 73700 SH SOLE 73700 0 0