Third Point 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Third Point disclosed 56 US equity positions worth $163.0m in its Q1 2000 13F filing. The largest position was BCE Inc at 20.5% of the reported book, followed by Triad Hospitals and Global Telecom. Against the Q4 1999 filing, it opened 32 new positions, added to 2 and reduced 7 among the top 50 holdings.
What did Third Point own in Q1 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 1999 |
|---|---|---|---|---|---|---|---|
| 1 | BCE Inc | 20.5% | $33.4m | 266,000 | – | new | |
| 2 | Triad Hospitals | 8.7% | $14.1m | 857,799 | -14% | reduced | |
| 3 | Global Telecom | 7.6% | $12.4m | 606,541 | 2106% | added | |
| 4 | Agribrands | 7.5% | $12.2m | 311,000 | -15% | reduced | |
| 5 | Microcell Tele | 4.4% | $7.2m | 164,750 | -6% | reduced | |
| 6 | MediaOne | 3.8% | $6.3m | 77,270 | – | new | |
| 7 | Lucent | 3.3% | $5.3m | 85,500 | – | new | |
| 8 | Warner Lambert | 2.7% | $4.4m | 45,415 | – | new | |
| 9 | United Global | 2.6% | $4.3m | 57,200 | -68% | reduced | |
| 10 | Citizens | 2.5% | $4.0m | 246,600 | 0% | held | |
| 11 | AtlntIc Richfld | 2.4% | $4.0m | 46,888 | – | new | |
| 12 | C-Cube | 2.3% | $3.8m | 51,575 | -87% | reduced | |
| 13 | Pharmacia | 2.2% | $3.5m | 68,369 | – | new | |
| 14 | Newbridge | 2.0% | $3.2m | 98,811 | – | new | |
| 15 | Local Corp | 1.9% | $3.2m | 370,100 | 1% | added | |
| 16 | Alliance Semi | 1.8% | $3.0m | 138,611 | – | new | |
| 17 | Wesley Jessen | 1.7% | $2.8m | 77,007 | – | new | |
| 18 | General Motors | 1.5% | $2.4m | 28,571 | – | new | |
| 19 | Vastar | 1.4% | $2.3m | 30,802 | – | new | |
| 20 | Akorn Inc | 1.4% | $2.2m | 232,280 | – | new | |
| 21 | IMS Health | 1.2% | $2.0m | 115,511 | – | new | |
| 22 | Friendly Corp | 1.2% | $2.0m | 512,000 | 0% | held | |
| 23 | Spectrain Corp | 1.1% | $1.8m | 81,397 | – | new | |
| 24 | Stamford Intl | 1.0% | $1.7m | 88,422 | – | new | |
| 25 | Spatialight | 0.9% | $1.4m | 197,915 | – | new | |
| 26 | Ziff Davis | 0.8% | $1.4m | 87,838 | – | new | |
| 27 | IT Gartner Group | Technology | 0.8% | $1.2m | 77,656 | – | new |
| 28 | US Food | 0.7% | $1.2m | 46,203 | – | new | |
| 29 | Meristar Inc | 0.7% | $1.2m | 393,900 | 0% | held | |
| 30 | Gentiva Health | 0.7% | $1.1m | 159,626 | – | new | |
| 31 | Cabletron | 0.6% | $1.0m | 34,670 | – | new | |
| 32 | HNC | 0.6% | $1.0m | 14,228 | -37% | reduced | |
| 33 | Harris Corp | 0.6% | $961.0k | 27,799 | 0% | held | |
| 34 | Three | 0.6% | $933.0k | 16,800 | -90% | reduced | |
| 35 | First Yucca | 0.5% | $807.0k | 208,334 | 0% | held | |
| 36 | Quantum | 0.5% | $804.0k | 71,456 | – | new | |
| 37 | R Ryder System | Industrials | 0.5% | $793.0k | 34,945 | – | new |
| 38 | Directrix | 0.5% | $768.0k | 69,062 | 0% | held | |
| 39 | Mirage | 0.5% | $752.0k | 38,829 | – | new | |
| 40 | Dime Bancorp | 0.4% | $718.0k | 38,826 | – | new | |
| 41 | Interstate Bakeries | 0.3% | $549.0k | 38,504 | – | new | |
| 42 | GTE | 0.3% | $542.0k | 7,637 | – | new | |
| 43 | Amercn Prop REIT | 0.3% | $536.0k | 110,000 | 0% | held | |
| 44 | HTE | 0.3% | $535.0k | 166,311 | 0% | held | |
| 45 | Firstcity Liquid B | 0.3% | $462.0k | 27,200 | 0% | held | |
| 46 | Amercn Sports | 0.3% | $439.0k | 17,745 | – | new | |
| 47 | Bogen | 0.3% | $424.0k | 42,354 | – | new | |
| 48 | Canadian Pacific | 0.3% | $423.0k | 18,923 | – | new | |
| 49 | Pechiney | 0.2% | $397.0k | 15,655 | – | new | |
| 50 | Micron | 0.2% | $323.0k | 23,297 | – | new |
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.