Third Point 13F holdings, Q1 2001
Holdings as of March 31, 2001 · filings on SEC EDGAR · latest filing →
Third Point disclosed 48 US equity positions worth $145.1m in its Q1 2001 13F filing. The largest position was Agribrands at 18.8% of the reported book, followed by Honeywell Int and Insignia Fin. Against the Q4 2000 filing, it opened 18 new positions, added to 13 and reduced 6 among the top 48 holdings.
What did Third Point own in Q1 2001? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2000 |
|---|---|---|---|---|---|---|---|
| 1 | Agribrands | 18.8% | $27.3m | 505,400 | 0% | held | |
| 2 | Honeywell Int | 12.0% | $17.4m | 425,400 | 38% | added | |
| 3 | Insignia Fin | 8.9% | $12.9m | 1,090,100 | 44% | added | |
| 4 | Voicestream Wir | 6.6% | $9.6m | 103,771 | 89% | added | |
| 5 | Bindview Dvlp. Corp | 5.1% | $7.3m | 2,394,000 | – | new | |
| 6 | Gentiva Health | 4.1% | $5.9m | 309,310 | -2% | reduced | |
| 7 | Local Finl. Corp | 3.6% | $5.2m | 415,100 | 0% | held | |
| 8 | Ventiv Health | 3.4% | $4.9m | 320,000 | 1435% | added | |
| 9 | American Phys | 3.1% | $4.5m | 248,300 | – | new | |
| 10 | Advanta Corp | 2.8% | $4.1m | 300,000 | – | new | |
| 11 | Spectrum Cont | 2.4% | $3.5m | 459,000 | 4% | added | |
| 12 | Sawtek | 2.3% | $3.4m | 190,000 | – | new | |
| 13 | Endo Pharmaceut | 2.3% | $3.3m | 478,100 | 3% | added | |
| 14 | Catalytica | 2.2% | $3.2m | 154,837 | 56% | added | |
| 15 | Intermedia | 2.1% | $3.1m | 178,901 | 13% | added | |
| 16 | Sodexho Marriott Services | 2.0% | $2.9m | 100,000 | – | new | |
| 17 | ROG Rogers Corp | Technology | 2.0% | $2.9m | 81,500 | – | new |
| 18 | Price Communications | 1.9% | $2.8m | 160,000 | – | new | |
| 19 | Amer Tel & Tel | 1.5% | $2.2m | 101,200 | 0% | held | |
| 20 | Cobalt | 1.4% | $2.1m | 798,258 | 3% | added | |
| 21 | Chemfirst | 1.4% | $2.0m | 75,300 | 0% | held | |
| 22 | Spectrian Corp | 1.3% | $1.9m | 151,600 | – | new | |
| 23 | Chronimed Inc | 1.2% | $1.7m | 121,892 | 61% | added | |
| 24 | GPU Inc | 0.9% | $1.3m | 349,100 | – | new | |
| 25 | USA Detergents | 0.8% | $1.2m | 212,500 | 19% | added | |
| 26 | GU9 Guess? Inc | 0.8% | $1.2m | 197,900 | – | new | |
| 27 | Navigant Intl | 0.8% | $1.1m | 109,650 | 18% | added | |
| 28 | Xicor | 0.7% | $1.0m | 295,000 | – | new | |
| 29 | Georgia Pacific | 0.7% | $1.0m | 36,000 | 0% | held | |
| 30 | Amercn Comm Prop | 0.5% | $720.0k | 144,000 | -1% | reduced | |
| 31 | VTR Ventas, Inc | Real Estate | 0.4% | $619.0k | 72,800 | -58% | reduced |
| 32 | Methode Ele | 0.4% | $574.0k | 32,246 | -34% | reduced | |
| 33 | First Comm B | 0.4% | $568.0k | 28,745 | 0% | held | |
| 34 | Firstcity Liquid B | 0.2% | $347.0k | 27,200 | 0% | held | |
| 35 | Softsquad Software | 0.2% | $267.0k | 133,340 | 18% | added | |
| 36 | Mony Group Inc | 0.2% | $249.0k | 7,500 | – | new | |
| 37 | Preview Systems | 0.1% | $202.0k | 75,000 | – | new | |
| 38 | American Tech Ceramics | 0.1% | $151.0k | 17,200 | – | new | |
| 39 | Directrix | 0.1% | $136.0k | 54,312 | -21% | reduced | |
| 40 | Pinnacle Entertainment | 0.1% | $105.0k | 10,000 | – | new | |
| 41 | Onvia.com | 0.0% | $68.0k | 99,083 | – | new | |
| 42 | Crosskeys | 0.0% | $64.0k | 93,047 | -2% | reduced | |
| 43 | Stamps.Com | 0.0% | $48.0k | 16,000 | 0% | held | |
| 44 | Acrodyne | 0.0% | $47.0k | 75,000 | 0% | held | |
| 45 | Catalyst Semiconductor | 0.0% | $43.0k | 12,100 | – | new | |
| 46 | Immulogic | 0.0% | $32.0k | 525,000 | 0% | held | |
| 47 | Seagate Tech | 0.0% | $5.0k | 470,600 | – | new | |
| 48 | Bonneville | 0.0% | $1 | 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.