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Fund Holdings of JANA PARTNERS LLC Filed on 2010-02-16
Link to Original SEC 13F filings sorted on filing date:
2010-02-16 |
2009-11-16 |
2009-08-14 |
2009-05-15 |
2009-02-17 |
2008-11-14 |
2008-08-14 |
2008-05-15 |
1. Fund Information
| Fund Name | JANA PARTNERS LLC |  |
| Fund Manager | |
| 13F Asset Last Qtr | $1,306,619,000 |
| 13F Asset This Qtr | $1,360,876,000 |
| Asset Change | 4.15% |
2. Comparison of Holdings by Sectors with Last Quarter
3. Top 20 Holdings (Value) of This Quarter
| No. | Security | Put/Call | Stock | Shares | Value(x$1000) | Activity(Shr) | % Portfolio |
|---|
| 1.) | CONVERGYS CORP. | | CVG | 8,118,418 | $87,273 | Unchanged | 6.41% |
| 2.) | PEPSICO INC. | | PEP | 1,335,087 | $81,173 | Added 45.69% | 5.96% |
| 3.) | XEROX CORP | | XRX | 8,613,850 | $72,873 | New | 5.35% |
| 4.) | HOSPITALITY PROPERTIES TRUST | | HPT | 2,938,381 | $69,669 | Added 5.37% | 5.12% |
| 5.) | IMMUCOR, INC. | | BLUD | 3,341,500 | $67,632 | Cut -13.52% | 4.97% |
| 6.) | PFIZER INC | | PFE | 3,372,383 | $61,344 | New | 4.51% |
| 7.) | COMCAST CORPORATION | | CMCSK | 3,521,400 | $56,378 | New | 4.14% |
| 8.) | TRANSATLANTIC HOLDINGS, INC. | | TRH | 1,009,670 | $52,614 | Added 1.20% | 3.87% |
| 9.) | ENSCO INTERNATIONAL PLC SPON ADR EA REP 1 ORD CL A | | ESV | 1,192,065 | $47,611 | Added 432.97% | 3.50% |
| 10.) | CITIGROUP INC | | C | 14,249,517 | $47,166 | New | 3.47% |
| 11.) | CARTER INC | | CRI | 1,652,207 | $43,370 | New | 3.19% |
| 12.) | ITT EDUCATIONAL SERVICES, INC. | | ESI | 451,303 | $43,307 | Added 43.93% | 3.18% |
| 13.) | FIRST NIAGARA FINANCIAL GROUP INC. | | FNFG | 3,103,201 | $43,166 | Added 24.19% | 3.17% |
| 14.) | DOMTAR CORP | | UFS | 742,970 | $41,168 | New | 3.03% |
| 15.) | CAREER EDUCATION CORPORATION | | CECO | 1,433,221 | $33,408 | Cut -6.90% | 2.45% |
| 16.) | LIBERTY MEDIA CORP STARZ SER A | | LSTZA | 650,892 | $30,039 | New | 2.21% |
| 17.) | MKT VECT GOLD MNRS | | GDX | 649,250 | $30,002 | New | 2.20% |
| 18.) | ARCH CAPITAL GROUP LTD. | | ACGL | 388,186 | $27,775 | Added 1.50% | 2.04% |
| 19.) | EBAY INC. | | EBAY | 1,123,850 | $26,444 | New | 1.94% |
| 20.) | TEMPLE-INLAND INC. | | TIN | 1,218,750 | $25,728 | New | 1.89% |
4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter
| No. | Security | Put/Call | Stock | Shares NEW | Value(x$1000) | % Portfolio |
|---|
| 1.) | XEROX CORP | | XRX | 8,613,850 | $72,873 | 5.35% |
| 2.) | PFIZER INC | | PFE | 3,372,383 | $61,344 | 4.51% |
| 3.) | COMCAST CORPORATION | | CMCSK | 3,521,400 | $56,378 | 4.14% |
| 4.) | CITIGROUP INC | | C | 14,249,517 | $47,166 | 3.47% |
| 5.) | CARTER INC | | CRI | 1,652,207 | $43,370 | 3.19% |
| 6.) | DOMTAR CORP | | UFS | 742,970 | $41,168 | 3.03% |
| 7.) | LIBERTY MEDIA CORP STARZ SER A | | LSTZA | 650,892 | $30,039 | 2.21% |
| 8.) | MKT VECT GOLD MNRS | | GDX | 649,250 | $30,002 | 2.20% |
| 9.) | EBAY INC. | | EBAY | 1,123,850 | $26,444 | 1.94% |
| 10.) | TEMPLE-INLAND INC. | | TIN | 1,218,750 | $25,728 | 1.89% |
| 11.) | OMNICARE INC. | | OCR | 1,005,850 | $24,321 | 1.79% |
| 12.) | MDS INC | | MDZ | 3,147,318 | $24,077 | 1.77% |
| 13.) | RETAIL OPPORTUNITY INVESTMENTS CORP. - NRDC ACQUISITION CORP COMMON STOCK | | ROIC | 2,024,894 | $20,431 | 1.50% |
| 14.) | CIT GROUP INC NEWCOM NEW | | CIT | 695,260 | $19,196 | 1.41% |
| 15.) | LEAR CORP NEW COM USD0.01 | | LEA | 256,748 | $17,366 | 1.28% |
| 16.) | ISHARES DJ US HCIF | | ITB | 1,426,000 | $17,126 | 1.26% |
| 17.) | VODAFONE GROUP PLC | | VOD | 734,100 | $16,950 | 1.25% |
| 18.) | KAR AUCTION SERCIVES INC COMMON STOCK | | KAR | 1,002,463 | $13,824 | 1.02% |
| 19.) | BOISE INC. | | BZ | 1,810,000 | $9,611 | 0.71% |
| 20.) | TRUSTMARK CORPORATION | | TRMK | 414,274 | $9,338 | 0.69% |
5. Top 20 (Value) Holdings Totally SOLD OUT in This Quarter
| No. | Security | Put/Call | Stock | Shares SOLD | Value(x$1000) | % Port. Last Qtr |
|---|
| 1.) | WYETH | | WYE | 2,629,625 | $127,747 | 9.78% |
| 2.) | REGIONS FINANCIAL CP | | RF | 2,002,708 | $124,367 | 9.52% |
| 3.) | SCHERING PLOUGH CP | | SGP | 3,272,836 | $92,458 | 7.08% |
| 4.) | QWEST COMM INTL INC | | Q | 10,544,365 | $40,174 | 3.08% |
| 5.) | RALCORP HOLDINGS INC | | RAH | 685,744 | $40,095 | 3.07% |
| 6.) | ASPEN INSURANCE HLDG | | AHL | 1,139,651 | $30,167 | 2.31% |
| 7.) | THE DIRECTV GROUP, INC. - CMN STK | | DTV | 941,200 | $25,958 | 1.99% |
| 8.) | CHUBB CP THE | | CB | 505,201 | $25,467 | 1.95% |
| 9.) | TYCO INTERNATIONAL LTD. | | TYC | 611,677 | $21,091 | 1.61% |
| 10.) | PEPCO HOLDINGS INC | | POM | 1,413,133 | $21,027 | 1.61% |
| 11.) | NRDC ACQUISITION CORP | | NAQ | 1,999,044 | $20,670 | 1.58% |
| 12.) | ADV MICRO DEVICES - BOND | | | 17,084,000 | $14,602 | 1.12% |
| 13.) | BRINKER INTL INC | | EAT | 704,811 | $11,087 | 0.85% |
| 14.) | ANIXTER INTL INC | | AXE | 258,385 | $10,364 | 0.79% |
| 15.) | SCRIPPS NETWORKS INT | | SNI | 276,695 | $10,224 | 0.78% |
| 16.) | CHARMING SHOPPES, INC. - BOND | | | 12,000,000 | $8,805 | 0.67% |
| 17.) | BROCADE COMMUNICATIONS SYSTEMS, INC. | | BRCD | 1,000,900 | $7,867 | 0.60% |
| 18.) | ABERCROMBIE & FITCH | | ANF | 232,690 | $7,651 | 0.59% |
| 19.) | APOLLO COMMERCIAL REAL ESTATE | | | 357,258 | $6,538 | 0.50% |
| 20.) | COREL CORPORATION | | CREL | 2,090,232 | $5,902 | 0.45% |