Skip to content
mapperlab
JANA PARTNERS LLC
13F-HR

Q2 2013

Period Jun 30, 2013Filed Aug 14, 2013View on EDGAR ↗
Compare vsprevious quarter (Q1 2013)
Positions
43
Total value
$7.09B
Top 10 concentration
70.3%
New positions
43

Holdings · 43

#Class
1
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$1.16B16.31%7,207,600New
2
AGRIUM INC
008916108
COM$985.23M13.90%11,329,696New
3
ISHARES TR
464287655 · Put
RUSSELL 2000$516.47M7.28%5,324,400New
4OIL STS INTL INC
OIS · 678026105
COM$487.52M6.88%5,262,553New
5ASHLAND INC NEW
ASH · 044209104
COM$477.78M6.74%5,721,916New
6
HEALTH MGMT ASSOC INC NEW
421933102
CL A$305.75M4.31%19,450,000New
7GROUPON INC
GRPNCHF · 399473107
COM CL A$299.87M4.23%35,072,006New
8
AETNA INC NEW
00817Y108
COM$260.47M3.67%4,099,376New
9COPART INC
CPRT · 217204106
COM$254.44M3.59%8,261,185New
10QEP RES INC
QEP · 74733V100
COM$241.77M3.41%8,703,143New
11
URS CORP NEW
903236107
COM$227.25M3.21%4,812,598New
12LIBERTY INTERACTIVE CORP
LBRT · 53071M880
LBT VENT COM A$204.74M2.89%2,408,419New
13BOEING CO
BA · 097023105
COM$199.22M2.81%1,944,775New
14EASTMAN CHEM CO
EMN · 277432100
COM$193.06M2.72%2,757,581New
15VERISIGN INC
VRSN · 92343E102
COM$192.27M2.71%4,305,230New
16EXPEDIA INC DEL
EXPE · 30212P303
COM NEW$162.55M2.29%2,702,361New
17VISTEON CORP
VC · 92839U206
COM NEW$139.43M1.97%2,208,997New
18
SUPERVALU INC
868536103
COM$83.03M1.17%13,349,412New
19TEEKAY CORPORATION
TK · Y8564W103
COM$78.25M1.10%1,925,826New
20EQUINIX INC
EQIX · 29444U502
COM NEW$74.61M1.05%403,879New
21
COMMONWEALTH REIT
203233101
COM SH BEN INT$68.34M0.96%2,955,686New
22AMERICAN AXLE & MFG HLDGS IN
DCH · 024061103
COM$65.42M0.92%3,511,547New
23
FIFTH & PAC COS INC
316645100
COM$60.85M0.86%2,723,964New
24PBF ENERGY INC
PBF · 69318G106
CL A$57.79M0.82%2,231,287New
25
MCDERMOTT INTL INC
580037109
COM$49.64M0.70%6,068,071New
26
SELECT SECTOR SPDR TR
81369Y308 · Put
SBI CONS STPLS$39.67M0.56%1,000,000New
27GOLAR LNG LTD BERMUDA
GLNG · G9456A100
SHS$30.71M0.43%962,946New
28
CHARTER COMMUNICATIONS INC D
16117M305
CL A NEW$30.66M0.43%247,542New
29
GROUPON INC
399473107 · Put
COM CL A$29.35M0.41%3,432,500New
30
SAFEWAY INC
786514208
COM NEW$29.13M0.41%1,231,128New
31COMMUNITY HEALTH SYS INC NEW
CYH · 203668108
COM$27.87M0.39%594,394New
32KINDER MORGAN INC DEL
KMI · 49456B119
W EXP 05/25/201$23.42M0.33%4,573,576New
33
WALGREEN CO
931422109 · Put
COM$8.84M0.12%200,000New
34OFFICE DEPOT INC
ODPEUR · 676220106
COM$7.74M0.11%2,000,000New
35COTY INC
COTY · 222070203
COM CL A$5.42M0.08%315,725New
36
ELAN PLC
284131208
ADR$2.93M0.04%206,923New
37
IRON MTN INC
462846106 · Call
COM$2.74M0.04%103,000New
38
COMMONWEALTH REIT
203233101 · Call
COM SH BEN INT$2.3M0.03%99,300New
39KINDER MORGAN INC DEL
KMI · 49456B101
COM$2.14M0.03%55,968New
40HOLOGIC INC
HO1 · 436440101
COM$1.93M0.03%100,000New
41SPDR S&P 500 ETF TR
SPY · 78462F103
TR UNIT$1.86M0.03%11,620New
42ENERGY TRANSFER EQUITY L P
ET · 29273V100
COM UT LTD PTN$1.58M0.02%26,435New
43TD AMERITRADE HLDG CORP
AMT · 87236Y108
COM$230K0.00%9,475New
Total filing value: $7.09B