Third Point 13F holdings, Q3 2000
Holdings as of September 30, 2000 · filings on SEC EDGAR · latest filing →
Third Point disclosed 47 US equity positions worth $193.3m in its Q3 2000 13F filing. The largest position was Seagate Tech at 16.8% of the reported book, followed by Agribrands and Triad Hospitals. Against the Q2 2000 filing, it opened 17 new positions, added to 12 and reduced 6 among the top 47 holdings.
What did Third Point own in Q3 2000? Top 47 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | Seagate Tech | 16.8% | $32.5m | 470,600 | 22% | added | |
| 2 | Agribrands | 11.4% | $22.0m | 505,400 | 26% | added | |
| 3 | Triad Hospitals | 9.4% | $18.1m | 618,000 | -44% | reduced | |
| 4 | HNC | 7.1% | $13.8m | 192,279 | 1125% | added | |
| 5 | Visteon Corp | 6.7% | $12.9m | 850,000 | – | new | |
| 6 | Catalytica | 5.4% | $10.4m | 843,900 | 1588% | added | |
| 7 | C-Cube | 5.1% | $9.8m | 481,500 | 177% | added | |
| 8 | Nabisco Hold | 4.1% | $7.8m | 275,000 | 83% | added | |
| 9 | Insignia Fin | 3.8% | $7.4m | 720,000 | 231% | added | |
| 10 | Amer Tel &Tel | 3.8% | $7.4m | 251,200 | – | new | |
| 11 | Ziff Davis | 2.5% | $4.9m | 604,620 | 426% | added | |
| 12 | Local Finl. Corp | 2.1% | $4.0m | 415,100 | 0% | held | |
| 13 | Gentiva Health | 1.9% | $3.6m | 287,200 | 67% | added | |
| 14 | Pioneer Group | 1.7% | $3.4m | 76,300 | – | new | |
| 15 | CBT Cabot Corp | Basic Materials | 1.7% | $3.3m | 102,800 | – | new |
| 16 | Intermedia | 1.6% | $3.0m | 103,000 | – | new | |
| 17 | Spectrum Cont | 1.5% | $2.9m | 183,000 | – | new | |
| 18 | Methode Ele | 1.4% | $2.7m | 59,963 | 16% | added | |
| 19 | Sybron Intl | 1.3% | $2.4m | 101,700 | – | new | |
| 20 | Citizens | 1.0% | $1.9m | 145,000 | -46% | reduced | |
| 21 | Lycos | 0.9% | $1.8m | 25,797 | – | new | |
| 22 | Friendly Corp | 0.9% | $1.7m | 467,500 | -9% | reduced | |
| 23 | Chemfirst | 0.8% | $1.6m | 75,300 | – | new | |
| 24 | PCOM | 0.7% | $1.4m | 209,200 | – | new | |
| 25 | Kaman Corp | 0.7% | $1.3m | 104,500 | 0% | held | |
| 26 | R Ryder System | Industrials | 0.7% | $1.3m | 70,000 | 56% | added |
| 27 | Meristar Inc | 0.5% | $1.1m | 393,900 | 0% | held | |
| 28 | Softquad | 0.5% | $1.0m | 133,340 | 0% | held | |
| 29 | First Comm B | 0.5% | $945.0k | 62,500 | 0% | held | |
| 30 | Navigant Intl | 0.5% | $922.0k | 91,100 | 0% | held | |
| 31 | Newgen | 0.5% | $919.0k | 60,000 | – | new | |
| 32 | VTR Ventas, Inc | Real Estate | 0.4% | $864.0k | 172,800 | – | new |
| 33 | United Dominion | 0.4% | $815.0k | 34,400 | – | new | |
| 34 | Amercn Comm Prop | 0.3% | $607.0k | 142,800 | 30% | added | |
| 35 | USA Detergents | 0.3% | $548.0k | 179,000 | – | new | |
| 36 | Stamford Intl | 0.3% | $506.0k | 88,000 | -22% | reduced | |
| 37 | Firstcity Liquid B | 0.2% | $357.0k | 27,200 | 0% | held | |
| 38 | USX Marathon | 0.1% | $284.0k | 10,000 | – | new | |
| 39 | Microcell Tele | 0.1% | $270.0k | 9,300 | -95% | reduced | |
| 40 | Cobalt | 0.1% | $226.0k | 64,100 | – | new | |
| 41 | Directrix | 0.1% | $173.0k | 69,062 | 0% | held | |
| 42 | HTE | 0.1% | $125.0k | 100,000 | -44% | reduced | |
| 43 | Demandstar | 0.1% | $112.0k | 179,000 | 0% | held | |
| 44 | Immulogic | 0.0% | $84.0k | 525,000 | 0% | held | |
| 45 | Acrodyne | 0.0% | $45.0k | 75,000 | 0% | held | |
| 46 | Delia | 0.0% | $21.0k | 11,200 | – | new | |
| 47 | Bonneville | 0.0% | $2 | 174,000 | 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.