Third Point 13F holdings, Q3 1999
Holdings as of September 30, 1999 · filings on SEC EDGAR · latest filing →
Third Point disclosed 25 US equity positions worth $72.2m in its Q3 1999 13F filing. The largest position was Agribrands at 25.2% of the reported book, followed by Alliance Imag and Triad Hospitals.
What did Third Point own in Q3 1999? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | Agribrands | 25.2% | $18.2m | 366,000 | – | ||
| 2 | Alliance Imag | 14.0% | $10.1m | 224,561 | – | ||
| 3 | Triad Hospitals | 13.9% | $10.0m | 990,500 | – | ||
| 4 | Ascent Entmt | 7.6% | $5.5m | 400,000 | – | ||
| 5 | Local Corp | 4.6% | $3.3m | 365,100 | – | ||
| 6 | Cort Services | 4.6% | $3.3m | 142,800 | – | ||
| 7 | Rural Corp | 4.5% | $3.3m | 72,400 | – | ||
| 8 | Unilab Corp | 3.6% | $2.6m | 457,000 | – | ||
| 9 | Friendly Corp | 3.5% | $2.5m | 511,900 | – | ||
| 10 | UCBH Holdings | 2.9% | $2.1m | 113,900 | – | ||
| 11 | Professionals Inc | 2.6% | $1.8m | 75,269 | – | ||
| 12 | Meristar Inc. Commo | 2.0% | $1.5m | 500,700 | – | ||
| 13 | Saga Systems Inc | 2.0% | $1.4m | 100,000 | – | ||
| 14 | Conoco Inc-B | 1.9% | $1.3m | 48,984 | – | ||
| 15 | Bonneville Corp | 1.2% | $871.0k | 81,500 | – | ||
| 16 | Bank Yucca | 1.0% | $730.0k | 208,334 | – | ||
| 17 | Telebanc Corp | 1.0% | $690.0k | 30,000 | – | ||
| 18 | Microcell Telecom | 0.9% | $670.0k | 52,000 | – | ||
| 19 | First City | 0.8% | $592.0k | 27,200 | – | ||
| 20 | Spatialight Inc | 0.8% | $550.0k | 514,015 | – | ||
| 21 | American Prop REIT | 0.5% | $371.0k | 110,000 | – | ||
| 22 | AMZN Amazon.Com | Consumer Cyclical | 0.4% | $320.0k | 4,000 | – | |
| 23 | Global Telecom | 0.4% | $306.0k | 30,000 | – | ||
| 24 | Immulogic Pharm | 0.2% | $112.0k | 595,000 | – | ||
| 25 | Tatham Offshore Preferred | 0.0% | $7.0k | 65,876 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.