Third Point 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Third Point disclosed 39 US equity positions worth $100.6m in its Q4 2000 13F filing. The largest position was Agribrands at 26.9% of the reported book, followed by Honeywell Int and Insignia Fin. Against the Q3 2000 filing, it opened 12 new positions, added to 7 and reduced 7 among the top 39 holdings.
What did Third Point own in Q4 2000? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | Agribrands | 26.9% | $27.0m | 505,400 | 0% | held | |
| 2 | Honeywell Int | 14.5% | $14.5m | 307,200 | – | new | |
| 3 | Insignia Fin | 9.0% | $9.0m | 758,100 | 5% | added | |
| 4 | Voicestream Wir | 5.5% | $5.5m | 55,000 | – | new | |
| 5 | Local Finl. Corp | 5.4% | $5.4m | 415,100 | 0% | held | |
| 6 | Spectrum Cont | 4.4% | $4.4m | 440,100 | 140% | added | |
| 7 | Gentiva Health | 4.2% | $4.2m | 315,450 | 10% | added | |
| 8 | C-Cube Micro | 3.7% | $3.7m | 308,896 | -36% | reduced | |
| 9 | Three | 3.1% | $3.1m | 370,000 | – | new | |
| 10 | Endo Pharmaceut | 2.8% | $2.8m | 463,300 | – | new | |
| 11 | Citizens Comm | 1.9% | $1.9m | 145,000 | 0% | held | |
| 12 | Amer Tel & Tel | 1.7% | $1.7m | 101,200 | -60% | reduced | |
| 13 | Catalytica | 1.7% | $1.7m | 99,111 | -88% | reduced | |
| 14 | Chemfirst | 1.7% | $1.7m | 75,300 | 0% | held | |
| 15 | About.com, Inc | 1.3% | $1.3m | 47,500 | – | new | |
| 16 | Intermedia | 1.1% | $1.1m | 158,000 | 53% | added | |
| 17 | Methode Ele | 1.1% | $1.1m | 48,690 | -19% | reduced | |
| 18 | Georgia Pacific | 1.1% | $1.1m | 36,000 | – | new | |
| 19 | Fletcher Challenge | 1.0% | $1.0m | 280,000 | – | new | |
| 20 | VTR Ventas, Inc | Real Estate | 1.0% | $972.0k | 172,800 | 0% | held |
| 21 | Chronimed Inc | 0.9% | $906.0k | 75,500 | – | new | |
| 22 | Cobalt | 0.9% | $869.0k | 772,758 | 1106% | added | |
| 23 | Teletech | 0.8% | $777.0k | 42,267 | – | new | |
| 24 | Navigant Intl | 0.8% | $756.0k | 93,100 | 2% | added | |
| 25 | Amercn Comm Prop | 0.6% | $603.0k | 144,800 | 1% | added | |
| 26 | Softsquad Software | 0.5% | $542.0k | 113,340 | -15% | reduced | |
| 27 | First Comm B | 0.4% | $426.0k | 28,745 | -54% | reduced | |
| 28 | United Dominion | 0.4% | $419.0k | 34,400 | 0% | held | |
| 29 | USA Detergents | 0.4% | $397.0k | 179,000 | 0% | held | |
| 30 | Firstcity Liquid B | 0.4% | $374.0k | 27,200 | 0% | held | |
| 31 | Visteon Corp | 0.3% | $348.0k | 30,300 | -96% | reduced | |
| 32 | Ventiv Health | 0.3% | $262.0k | 20,847 | – | new | |
| 33 | Directrix | 0.1% | $121.0k | 69,062 | 0% | held | |
| 34 | Demandstar.com | 0.1% | $95.0k | 179,000 | 0% | held | |
| 35 | Crosskeys | 0.1% | $83.0k | 95,000 | – | new | |
| 36 | Stamps.Com | 0.0% | $43.0k | 16,000 | – | new | |
| 37 | Immulogic | 0.0% | $32.0k | 525,000 | 0% | held | |
| 38 | Acrodyne | 0.0% | $20.0k | 75,000 | 0% | held | |
| 39 | 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.