0001085146-14-001706.txt : 20140814 0001085146-14-001706.hdr.sgml : 20140814 20140814114626 ACCESSION NUMBER: 0001085146-14-001706 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Third Point LLC CENTRAL INDEX KEY: 0001040273 IRS NUMBER: 133922602 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06970 FILM NUMBER: 141040684 BUSINESS ADDRESS: STREET 1: 390 PARK AVENUE STREET 2: 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2122247400 MAIL ADDRESS: STREET 1: 390 PARK AVENUE STREET 2: 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: THIRD POINT MANAGEMENT CO LLC DATE OF NAME CHANGE: 19970602 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001040273 XXXXXXXX 06-30-2014 06-30-2014 false Third Point LLC

390 PARK AVENUE 19TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-06970 N Daniel S. Loeb 212-715-3880 /s/ Daniel S. Loeb New York NY 08-14-2014 0 41 8133192 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACTAVIS PLC SHS G0083B108 557625 2500000 SH SOLE 2500000 0 0 ALLY FINL INC COM 02005N100 1088966 45595000 SH SOLE 45595000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 91290 2125000 SH SOLE 2125000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 327480 6000000 SH SOLE 6000000 0 0 AMGEN INC COM 031162100 53266 450000 SH SOLE 450000 0 0 ANADARKO PETE CORP COM 032511107 207993 1900000 SH SOLE 1900000 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 201145 1750000 SH SOLE 1750000 0 0 ASHLAND INC NEW COM 044209104 108740 1000000 SH SOLE 1000000 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 74310 1000000 SH Call SOLE 1000000 0 0 AVAGO TECHNOLOGIES LTD SHS Y0486S104 144140 2000000 SH SOLE 2000000 0 0 BIOFUEL ENERGY CORP COM NEW 09064Y307 7166 1043123 SH SOLE 1043123 0 0 BLOCK H & R INC COM 093671105 144136 4300000 SH SOLE 4300000 0 0 CF INDS HLDGS INC COM 125269100 217680 905000 SH SOLE 905000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 161325 2250000 SH SOLE 2250000 0 0 CITRIX SYS INC COM 177376100 125100 2000000 SH SOLE 2000000 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 160063 3350000 SH SOLE 3350000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 193886 2200000 SH SOLE 2200000 0 0 DOLLAR GEN CORP NEW COM 256677105 229440 4000000 SH SOLE 4000000 0 0 DOW CHEM CO COM 260543103 1132120 22000000 SH SOLE 22000000 0 0 ENPHASE ENERGY INC COM 29355A107 63689 7448987 SH SOLE 7448987 0 0 EQT CORP COM 26884L109 35277 330000 SH SOLE 330000 0 0 F M C CORP COM NEW 302491303 110344 1550000 SH SOLE 1550000 0 0 FEDEX CORP COM 31428X106 151380 1000000 SH SOLE 1000000 0 0 FINISAR CORP COM NEW 31787A507 69125 3500000 SH SOLE 3500000 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 161172 5750000 SH SOLE 5750000 0 0 IAC INTERACTIVECORP COM PAR $.001 44919P508 138460 2000000 SH SOLE 2000000 0 0 INTREXON CORP COM 46122T102 72877 2900000 SH SOLE 2900000 0 0 JDS UNIPHASE CORP COM PAR $0.001 46612J507 31175 2500000 SH SOLE 2500000 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 224243 5300000 SH SOLE 5300000 0 0 MASCO CORP COM 574599106 188700 8500000 SH SOLE 8500000 0 0 MEMORIAL RESOURCE DEV CORP COM 58605Q109 34932 1434000 SH SOLE 1434000 0 0 MOELIS & CO CL A 60786M105 10840 341044 SH SOLE 341044 0 0 OWENS CORNING NEW COM 690742101 18296 473000 SH SOLE 473000 0 0 RACKSPACE HOSTING INC COM 750086100 244035 7250000 SH SOLE 7250000 0 0 ROPER INDS INC NEW COM 776696106 189813 1300000 SH SOLE 1300000 0 0 SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 140340 3000000 SH SOLE 3000000 0 0 SOTHEBYS COM 835898107 279234 6650000 SH SOLE 6650000 0 0 T-MOBILE US INC COM 872590104 268960 8000000 SH SOLE 8000000 0 0 WALGREEN CO COM 931422109 51891 700000 SH SOLE 700000 0 0 WILLIAMS COS INC DEL COM 969457100 218288 3750000 SH SOLE 3750000 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 204250 6250000 SH SOLE 6250000 0 0