Third Point

Third Point as of Dec. 31, 2010

Portfolio Holdings for Third Point

Third Point holds 53 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Potash Corp. Of Saskatchewan I 10.0 $186M 1.2M 154.83
Industries N shs - a - (LYB) 8.2 $154M 4.5M 34.40
Alcon 7.0 $131M 800k 163.40
Massey Energy Company 5.8 $107M 2.0M 53.65
Williams Companies (WMB) 5.3 $99M 4.0M 24.72
PHH Corporation 4.3 $81M 3.5M 23.15
Health Net 4.1 $76M 2.8M 27.29
Cit 3.9 $73M 1.6M 47.10
Nxp Semiconductors N V (NXPI) 3.5 $66M 3.2M 20.93
Liberty Media 3.4 $63M 4.0M 15.77
Mead Johnson Nutrition 3.3 $62M 1.0M 62.25
Lender Processing Services 2.9 $53M 1.8M 29.52
Apple (AAPL) 2.8 $52M 160k 322.56
AbitibiBowater 2.5 $46M 1.9M 23.67
Aspen Technology 2.4 $45M 3.5M 12.70
Smurfit-stone Container Corp 2.1 $38M 1.5M 25.60
Suno 1.9 $36M 900k 40.31
DepoMed 1.8 $34M 5.3M 6.36
Citi 1.8 $33M 7.0M 4.73
Comcast Corporation (CMCSA) 1.4 $25M 1.2M 21.97
Airgas 1.3 $25M 400k 62.46
Oritani Financial 1.3 $25M 2.0M 12.24
CVR Energy (CVI) 1.3 $24M 1.6M 15.18
SPDR Gold Trust (GLD) 1.3 $24M 173k 138.72
Xerium Technologies 1.2 $23M 1.4M 15.95
Nabi Biopharmaceuticals 1.2 $22M 3.8M 5.79
Rio Tinto (RIO) 1.2 $22M 300k 71.66
Abraxas Petroleum 1.1 $21M 4.8M 4.38
Madison Square Garden 1.1 $21M 800k 25.78
ViewPoint Financial 1.0 $19M 1.6M 11.69
Phh Corp note 4.000% 4/1 1.0 $19M 15M 1.24
CareFusion Corporation 1.0 $18M 700k 25.70
Yahoo! 0.9 $18M 1.1M 16.63
Pall Corporation 0.9 $17M 350k 49.58
KKR & Co 0.9 $17M 1.2M 14.20
Atlas Energy 0.6 $11M 245k 43.97
Pmi Group 0.5 $9.9M 3.0M 3.30
BioFuel Energy 0.5 $9.7M 5.6M 1.74
Six Flags Entertainment (SIX) 0.5 $9.3M 171k 54.40
Capitol Federal Financial 0.5 $8.9M 750k 11.91
Bank of America Corporation (BAC) 0.5 $8.4M 2.0M 4.20
Zoran Corporation 0.3 $5.5M 620k 8.80
Emmis Communications Corp pfd cv ser a 0.3 $4.9M 321k 15.23
Marathon Oil Corporation (MRO) 0.2 $3.7M 100k 37.03
Plains Exploration & Production Company 0.2 $3.2M 100k 32.14
Ligand Pharmaceuticals In (LGND) 0.2 $3.0M 335k 8.92
Semgroup Corp cl a 0.1 $2.7M 100k 27.17
Oneida Financial 0.1 $2.5M 317k 7.85
ETFS Physical Palladium Shares 0.1 $2.0M 25k 79.84
Eagle Rock Energy Partners L *w exp 05/15/201 0.1 $1.9M 640k 3.01
ETFS Physical Platinum Shares 0.1 $1.8M 10k 176.10
American International (AIG) 0.0 $8.0k 200k 0.04
Vantage Drilling Company *w exp 05/24/201 0.0 $0 1.9M 0.00