Third Point 13F holdings, Q2 2001
Holdings as of June 30, 2001 · filings on SEC EDGAR · latest filing →
Third Point disclosed 42 US equity positions worth $134.4m in its Q2 2001 13F filing. The largest position was GPU Inc at 14.1% of the reported book, followed by Trizechahn and Saxon Cap. Against the Q1 2001 filing, it opened 12 new positions, added to 9 and reduced 6 among the top 42 holdings.
What did Third Point own in Q2 2001? Top 42 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2001 |
|---|---|---|---|---|---|---|---|
| 1 | GPU Inc | 14.1% | $18.9m | 539,100 | 54% | added | |
| 2 | Trizechahn | 9.8% | $13.2m | 725,000 | – | new | |
| 3 | Saxon Cap | 7.4% | $10.0m | 1,000,000 | – | new | |
| 4 | Worldcom MCI Tracking | 5.9% | $7.9m | 485,848 | – | new | |
| 5 | Cabletron Sys | 4.4% | $6.0m | 261,400 | – | new | |
| 6 | Advanta Corp | 4.4% | $5.8m | 423,400 | 41% | added | |
| 7 | Nextwave Telecom | 4.3% | $5.8m | 725,000 | – | new | |
| 8 | Gentiva Health | 4.2% | $5.6m | 314,310 | 2% | added | |
| 9 | American Phys | 4.1% | $5.5m | 284,300 | 14% | added | |
| 10 | Bindview Dvlp | 3.7% | $5.0m | 2,398,500 | 0% | held | |
| 11 | Intermedia | 3.7% | $5.0m | 353,901 | 98% | added | |
| 12 | Local Fin Corp | 3.7% | $5.0m | 415,100 | 0% | held | |
| 13 | Siliconix | 3.5% | $4.8m | 152,600 | – | new | |
| 14 | Roxio Inc | 2.5% | $3.4m | 264,600 | – | new | |
| 15 | Spectrum Cntrl | 2.2% | $3.0m | 504,000 | 10% | added | |
| 16 | Catalytica | 2.2% | $2.9m | 140,000 | -10% | reduced | |
| 17 | Cobalt Group | 2.0% | $2.7m | 798,258 | 0% | held | |
| 18 | Criimi Mae | 1.8% | $2.5m | 4,000,000 | – | new | |
| 19 | Endo Pharmaceut | 1.8% | $2.5m | 278,900 | -42% | reduced | |
| 20 | Spectrian Corp | 1.7% | $2.4m | 151,600 | 0% | held | |
| 21 | Navigant Intl | 1.6% | $2.2m | 154,650 | 41% | added | |
| 22 | Chemfirst | 1.5% | $2.0m | 75,300 | 0% | held | |
| 23 | Ventiv Health | 1.4% | $1.8m | 94,500 | -70% | reduced | |
| 24 | Beacon Prtnrs | 1.1% | $1.5m | 170,000 | – | new | |
| 25 | GU9 Guess? Inc | 1.0% | $1.3m | 197,900 | 0% | held | |
| 26 | Xicor | 0.8% | $1.1m | 102,000 | -65% | reduced | |
| 27 | Pinnacle Entrtnmnt | 0.6% | $842.0k | 114,500 | 1045% | added | |
| 28 | ChmpnshpAuto | 0.6% | $800.0k | 50,000 | – | new | |
| 29 | VTR Ventas Inc. Reit | Real Estate | 0.6% | $797.0k | 72,800 | 0% | held |
| 30 | AmrcnComProp | 0.5% | $706.0k | 144,000 | 0% | held | |
| 31 | Chronimed Inc | 0.5% | $658.0k | 121,892 | 31% | added | |
| 32 | Price Communictns | 0.5% | $606.0k | 30,000 | -81% | reduced | |
| 33 | First | 0.4% | $539.0k | 28,745 | 0% | held | |
| 34 | ROK Rockwell Intl | Industrials | 0.3% | $381.0k | 10,000 | – | new |
| 35 | Firstcity Lquid Tr | 0.2% | $332.0k | 27,200 | 0% | held | |
| 36 | Mony Group | 0.2% | $301.0k | 7,500 | 0% | held | |
| 37 | Preview Systems | 0.2% | $241.0k | 75,000 | 0% | held | |
| 38 | Directrix | 0.1% | $168.0k | 54,312 | 0% | held | |
| 39 | Rockwell Intl-Ex | 0.1% | $152.0k | 10,000 | – | new | |
| 40 | Acrodyne | 0.1% | $72.0k | 75,000 | 0% | held | |
| 41 | Softquad Sftware | 0.0% | $52.0k | 47,795 | -64% | reduced | |
| 42 | Immulogic | 0.0% | $29.0k | 525,000 | 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.