13F-HR 1 tpt2q09.txt THIRD POINT LLC 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, 2009 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 LLC Address: 390 Park Avenue, 18th Floor New York, NY 10022 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: CEO Phone: 212-224-7400 Signature, Place, and Date of Signing: /s/ Daniel S. Loeb New York, NY August 03, 2009 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: 36 Form13F Information Table Value Total: $901,394 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALLERGAN INC COM 018490102 23790 500000 SH SOLE 500000 0 0 AMERICAN INTL GROUP INC UNIT 99/99/9999 026874115 11900 1250000 SH SOLE 1250000 0 0 ANADARKO PETE CORP COM 032511107 13617 300000 SH SOLE 300000 0 0 APPLE INC COM 037833100 21364 150000 SH SOLE 150000 0 0 BANK OF AMERICA CORPORATION COM 060505104 87780 6650000 SH SOLE 6650000 0 0 BIOFUEL ENERGY CORP COM 09064Y109 3138 5578800 SH SOLE 5578800 0 0 CF INDS HLDGS INC COM 125269100 63019 850000 SH SOLE 850000 0 0 DEPOMED INC COM 249908104 22068 6790000 SH SOLE 6790000 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 12437 718500 SH SOLE 718500 0 0 GUARANTY FINL GROUP INC COM 40108N106 454 2388447 SH SOLE 2388447 0 0 HEWLETT PACKARD CO COM 428236103 23190 600000 SH SOLE 600000 0 0 LEGG MASON INC UNIT 99/99/9999 524901303 9324 370000 SH SOLE 370000 0 0 LIBERTY ACQUISITION HLDGS CO COM 53015Y107 62641 6914000 SH SOLE 6914000 0 0 LIBERTY MEDIA CORP NEW ENT COM SER A 53071M500 18690 700000 SH SOLE 700000 0 0 LIGAND PHARMACEUTICALS INC CL B 53220K207 5741 2007378 SH SOLE 2007378 0 0 LIONS GATE ENTMNT CORP COM NEW 535919203 15400 2750000 SH SOLE 2750000 0 0 MAGUIRE PPTYS INC COM 559775101 2048 2410000 SH SOLE 2410000 0 0 MOLSON COORS BREWING CO CL B 60871R209 23282 550000 SH SOLE 550000 0 0 NABI BIOPHARMACEUTICALS COM 629519109 16743 6890000 SH SOLE 6890000 0 0 NCI BUILDING SYS INC NOTE 2.125%11/1 628852AG0 3000 5000000 PRN SOLE 5000000 0 0 ORACLE CORP COM 68389X105 10710 500000 SH SOLE 500000 0 0 PEPSI BOTTLING GROUP INC COM 713409100 10152 300000 SH SOLE 300000 0 0 PEPSIAMERICAS INC COM 71343P200 10724 400000 SH SOLE 400000 0 0 PFIZER INC COM 717081103 24523 1634875 SH SOLE 1634875 0 0 PHH CORP COM NEW 693320202 81446 4480000 SH SOLE 4480000 0 0 PHOENIX COS INC NEW COM 71902E109 12565 7524000 SH SOLE 7524000 0 0 QWEST COMMUNICATIONS INTL IN COM 749121109 12450 3000000 SH SOLE 3000000 0 0 SCHERING PLOUGH CORP COM 806605101 6280 250000 SH SOLE 250000 0 0 SCHERING PLOUGH CORP PFD CONV MAN07 806605705 22670 100000 SH SOLE 100000 0 0 STREAM GLOBAL SVCS INC *W EXP 10/17/201 86323M118 396 2825000 SH SOLE 2825000 0 0 SUN MICROSYSTEMS INC COM NEW 866810203 39185 4250000 SH SOLE 4250000 0 0 TRANSATLANTIC HLDGS INC COM 893521104 14091 325200 SH SOLE 325200 0 0 TRIAN ACQUISITION I CORP COM 89582E108 26318 2750000 SH SOLE 2750000 0 0 VANTAGE DRILLING COMPANY *W EXP 05/24/201 G93205121 300 1875000 SH SOLE 1875000 0 0 WYETH COM 983024100 142978 3150000 SH SOLE 3150000 0 0 YAHOO INC COM 984332106 46980 3000000 SH SOLE 3000000 0 0