Third Point 13F holdings, Q2 2000
Holdings as of June 30, 2000 · filings on SEC EDGAR · latest filing →
Third Point disclosed 70 US equity positions worth $262.7m in its Q2 2000 13F filing. The largest position was BCE Inc at 16.5% of the reported book, followed by Seagate Tech and Triad Hospitals. Against the Q1 2000 filing, it opened 12 new positions, added to 34 and reduced 0 among the top 50 holdings.
What did Third Point own in Q2 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2000 |
|---|---|---|---|---|---|---|---|
| 1 | BCE Inc | 16.5% | $43.3m | 345,000 | 30% | added | |
| 2 | Seagate Tech | 8.1% | $21.2m | 385,600 | – | new | |
| 3 | Triad Hospitals | 6.9% | $18.2m | 1,107,500 | 29% | added | |
| 4 | Agribrands | 6.0% | $15.7m | 400,000 | 29% | added | |
| 5 | Global Telecom | 5.7% | $14.9m | 724,500 | 19% | added | |
| 6 | C-Cube | 4.8% | $12.7m | 174,035 | 237% | added | |
| 7 | Microcell Tele | 3.4% | $9.0m | 205,000 | 24% | added | |
| 8 | MediaOne | 3.1% | $8.1m | 100,000 | 29% | added | |
| 9 | Verio Inc | 3.1% | $8.0m | 145,000 | – | new | |
| 10 | Lucent | 2.6% | $6.8m | 110,100 | 29% | added | |
| 11 | Warner Lambert | 2.2% | $5.9m | 60,000 | 32% | added | |
| 12 | AtlntIc Richfld | 2.0% | $5.2m | 61,400 | 31% | added | |
| 13 | Pharmacia | 1.8% | $4.6m | 90,000 | 32% | added | |
| 14 | Citizens | 1.7% | $4.4m | 270,500 | 10% | added | |
| 15 | United Global | 1.6% | $4.3m | 57,200 | 0% | held | |
| 16 | Newbridge | 1.6% | $4.2m | 129,800 | 31% | added | |
| 17 | Reliastar Fin | 1.6% | $4.2m | 79,500 | – | new | |
| 18 | Nabisco Hold | 1.5% | $3.9m | 150,000 | – | new | |
| 19 | Alliance Semi | 1.5% | $3.9m | 180,000 | 30% | added | |
| 20 | Wesley Jessen | 1.4% | $3.6m | 100,000 | 30% | added | |
| 21 | Local Corp | 1.3% | $3.5m | 415,100 | 12% | added | |
| 22 | Plains Energy | 1.2% | $3.2m | 403,400 | – | new | |
| 23 | General Motors | 1.2% | $3.1m | 37,500 | 31% | added | |
| 24 | Vastar | 1.1% | $3.0m | 40,000 | 30% | added | |
| 25 | Akorn Inc | 1.0% | $2.7m | 283,100 | 22% | added | |
| 26 | IMS Health | 1.0% | $2.5m | 150,000 | 30% | added | |
| 27 | Spectrain Corp | 0.9% | $2.4m | 105,700 | 30% | added | |
| 28 | Insignia Fin | 0.8% | $2.2m | 217,400 | – | new | |
| 29 | Stamford Intl | 0.8% | $2.1m | 113,000 | 28% | added | |
| 30 | Methode Ele | 0.8% | $2.0m | 51,563 | – | new | |
| 31 | Friendly Corp | 0.7% | $2.0m | 512,000 | 0% | held | |
| 32 | Trimark Fin | 0.7% | $1.8m | 100,000 | – | new | |
| 33 | Ziff Davis | 0.7% | $1.8m | 115,000 | 31% | added | |
| 34 | IT Gartner Group | Technology | 0.6% | $1.6m | 100,000 | 29% | added |
| 35 | US Food | 0.6% | $1.5m | 60,000 | 30% | added | |
| 36 | Cabletron | 0.5% | $1.4m | 48,000 | 38% | added | |
| 37 | Spatialight | 0.5% | $1.4m | 197,915 | 0% | held | |
| 38 | Gentiva Health | 0.5% | $1.2m | 172,249 | 8% | added | |
| 39 | Three | 0.5% | $1.2m | 22,000 | 31% | added | |
| 40 | Meristar Inc | 0.4% | $1.2m | 393,900 | 0% | held | |
| 41 | HNC | 0.4% | $1.1m | 15,700 | 10% | added | |
| 42 | Kaman Corp | 0.4% | $1.1m | 104,500 | – | new | |
| 43 | Harris Corp | 0.4% | $1.0m | 30,000 | 8% | added | |
| 44 | R Ryder System | Industrials | 0.4% | $1.0m | 45,000 | 29% | added |
| 45 | Softquad | 0.4% | $1.0m | 133,340 | – | new | |
| 46 | Mirage | 0.4% | $969.0k | 50,000 | 29% | added | |
| 47 | Quantum | 0.4% | $945.0k | 84,000 | 18% | added | |
| 48 | Dime Bancorp | 0.4% | $925.0k | 50,000 | 29% | added | |
| 49 | Navigant Intl | 0.3% | $871.0k | 91,100 | – | new | |
| 50 | First Comm B | 0.3% | $820.0k | 62,500 | – | 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.