Third Point 13F holdings, Q4 1999
Holdings as of December 31, 1999 · filings on SEC EDGAR · latest filing →
Third Point disclosed 33 US equity positions worth $134.1m in its Q4 1999 13F filing. The largest position was C-Cube at 18.4% of the reported book, followed by Agribrands and Triad Hospitals. Against the Q3 1999 filing, it opened 17 new positions, added to 3 and reduced 5 among the top 33 holdings.
What did Third Point own in Q4 1999? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 1999 |
|---|---|---|---|---|---|---|---|
| 1 | C-Cube | 18.4% | $24.6m | 394,340 | – | new | |
| 2 | Agribrands | 12.6% | $16.8m | 366,000 | 0% | held | |
| 3 | Triad Hospitals | 11.0% | $14.7m | 1,000,500 | 1% | added | |
| 4 | United Global | 9.5% | $12.7m | 180,386 | – | new | |
| 5 | Three | 6.0% | $8.0m | 170,221 | – | new | |
| 6 | Olsten Corp | 5.4% | $7.2m | 638,507 | – | new | |
| 7 | Rural Cell | 4.9% | $6.6m | 72,400 | 0% | held | |
| 8 | Microcell Tele | 4.3% | $5.8m | 175,650 | 238% | added | |
| 9 | Ascent Entmt | 3.7% | $5.0m | 396,783 | -1% | reduced | |
| 10 | MEI Methode A | Technology | 2.9% | $3.9m | 120,974 | – | new |
| 11 | Local Corp | 2.8% | $3.8m | 365,100 | 0% | held | |
| 12 | Citizens | 2.6% | $3.5m | 246,600 | – | new | |
| 13 | Reckson | 2.3% | $3.1m | 50,000 | – | new | |
| 14 | HNC | 1.8% | $2.4m | 22,634 | – | new | |
| 15 | Friendly Corp | 1.7% | $2.3m | 512,000 | 0% | held | |
| 16 | Cort Services | 1.6% | $2.2m | 124,400 | -13% | reduced | |
| 17 | Bonneville Corp | 1.4% | $1.8m | 163,993 | 101% | added | |
| 18 | P-Com | 1.2% | $1.7m | 189,962 | – | new | |
| 19 | Echelon | 1.2% | $1.6m | 69,555 | – | new | |
| 20 | Meristar Inc | 1.0% | $1.4m | 393,900 | -21% | reduced | |
| 21 | HTE | 0.7% | $977.0k | 166,311 | – | new | |
| 22 | First Yucca | 0.6% | $807.0k | 208,334 | 0% | held | |
| 23 | Harris Corp | 0.6% | $742.0k | 27,799 | – | new | |
| 24 | First City | 0.4% | $564.0k | 27,200 | 0% | held | |
| 25 | American Prop REIT | 0.3% | $351.0k | 110,000 | 0% | held | |
| 26 | Global Telecom | 0.3% | $340.0k | 27,500 | -8% | reduced | |
| 27 | Directrix | 0.2% | $302.0k | 69,062 | – | new | |
| 28 | Immulogic Pharm | 0.2% | $279.0k | 525,000 | -12% | reduced | |
| 29 | Pico | 0.2% | $225.0k | 18,534 | – | new | |
| 30 | Rite Aid | 0.2% | $211.0k | 19,000 | – | new | |
| 31 | Arcadia | 0.2% | $207.0k | 46,655 | – | new | |
| 32 | Acrodyne | 0.1% | $102.0k | 37,182 | – | new | |
| 33 | Tatham Offshore Preferred | 0.0% | $16.0k | 65,876 | 0% | held |
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.