13F-HR 1 form13fhr.txt NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 3/31/2013 Check here if Amendment []; Amendment Number: ------- This Amendment (Check only one.): [] is a restatement. [] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Point Lobos Capital, LLC Address: 456 Montgomery Street, 22nd Floor San Francisco, CA 94104 Form 13F File Number: 028-14148 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Persons Signing this Report on Behalf of Reporting Manager: Name: William E. Todebush Title: Chief Operating Officer Phone: 415-962-1802 Signature, Place, and Date of Signing: /s/ William E. Todebush San Francisco, CA 5/8/2013 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 14 Form 13F Information Table Value Total: $ 114,248 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE

FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------~~----------~~ -------------- --------- -------- -----------------~~----~~ ---------- -------- --------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------~~----------~~ -------------- --------- -------- --------~~----~~ --- ---- ---------- -------- --------- ------ ---- AMARIN ~~CORPORATION~~CORP PLC ~~-ADR~~SPONS ~~SPON~~ ADR NEW 023111206 ~~11,754~~10842 ~~1,452,919.00~~1463219 SH SOLE ~~1,452,919~~1463219 0 0 ~~EQUITY~~CINCINNATI ~~ADR~~BELL ~~0.0~~INC ~~AMERICAN REALTY CAPITAL TRUS REIT~~ COM ~~02917L101~~171871106 ~~4,877~~11207 ~~422,600.00~~3437591 SH SOLE ~~422,600~~3437591 0 0 ~~0.0 COMMONWEALTH REIT 0.0 COM SH BEN INT 203233101 5,260 332,100.00 SH SOLE 332,100 0 0~~ EDGEN GROUP INC CL A 28014Q107 ~~2,115~~3587 ~~299,637.00~~496181 SH SOLE ~~299,637~~496181 0 0 ~~FERRO~~EHEALTH ~~CORP~~INC COM ~~315405100~~28238P109 ~~5,734~~4449 ~~1,371,783.00~~248803 SH SOLE ~~1,371,783~~248803 0 0 GLEACHER & CO INC COM 377341102 ~~477~~381 ~~635,705.00~~635705 SH SOLE ~~635,705~~635705 0 0 HEALTH NET INC COM 42222G108 ~~9,351~~2876 ~~384,825.00~~100500 SH SOLE ~~384,825~~100500 0 0 IMATION CORP COM 45245A107 ~~5,731~~1167 ~~1,227,244.00~~305432 SH SOLE ~~1,227,244~~305432 0 0 INVACARE CORP COM 461203101 ~~12,856~~9534 ~~788,689.00~~730540 SH SOLE ~~788,689~~730540 0 0 LONE PINE RESOURCES INC COM 54222A106 ~~1,362~~1302 ~~1,107,579.00~~1085138 SH SOLE ~~1,107,579~~1085138 0 0 ~~MEDCATH CORPORATION COM 58404W109 2,016 1,409,881.00 SH SOLE 1,409,881 0 0 MSCI INC COM 55354G100 6,322 204,000.00 SH SOLE 204,000 0 0 MYREXIS INC COM 62856H107 1,124 397,297.00 SH SOLE 397,297 0 0~~ NORDION INC COM 65563C105 ~~14,160~~16081 ~~2,195,273.00~~2432808 SH SOLE ~~2,195,273~~2432808 0 0 ORASURE TECHNOLOGIES INC COM 68554V108 ~~6,737~~2302 ~~938,309.00~~426267 SH SOLE ~~938,309~~426267 0 0 RESOLUTE ENERGY CORP COM 76116A108 ~~1,656~~2304 ~~203,636.00~~200172 SH SOLE ~~203,636~~200172 0 0 SEMGROUP CORP-CLASS A CL A 81663A105 ~~22,762~~24884 ~~582,434.00~~481124 SH SOLE ~~582,434~~481124 0 0 ~~SIGMA DESIGNS INC COM 826565103 2,370 460,200.00 SH SOLE 460,200 0 0 TIMKEN CO COM 887389104 5,156 107,797.00 SH SOLE 107,797 0 0~~ VERINT SYSTEMS INC COM 92343X100 ~~20,906~~23332 ~~712,070.00~~638356 SH SOLE ~~712,070~~638356 0 0

Filing Compare · Point Lobos Capital, LLC