0000902664-13-002960.txt : 20130814 0000902664-13-002960.hdr.sgml : 20130814 20130814174705 ACCESSION NUMBER: 0000902664-13-002960 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130814 DATE AS OF CHANGE: 20130814 EFFECTIVENESS DATE: 20130814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JANA PARTNERS LLC CENTRAL INDEX KEY: 0001159159 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10328 FILM NUMBER: 131038923 BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE, 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 212-455-0900 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE, 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001159159 XXXXXXXX 06-30-2013 06-30-2013 false JANA PARTNERS LLC
767 Fifth Avenue, 8th Floor New York NY 10153
13F HOLDINGS REPORT 028-10328 N
Jennifer Fanjiang General Counsel 212-455-0900 /s/ Jennifer Fanjiang New York NY 08-14-2013 0 43 7090497
INFORMATION TABLE 2 infotable.xml AETNA INC NEW COM 00817Y108 260474 4099376 SH SOLE 3989995 109381 0 AGRIUM INC COM 008916108 985230 11329696 SH SOLE 11329696 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 65420 3511547 SH SOLE 3415584 95963 0 ASHLAND INC NEW COM 044209104 477780 5721916 SH SOLE 5721916 0 0 BOEING CO COM 097023105 199223 1944775 SH SOLE 1892882 51893 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 30658 247542 SH SOLE 240938 6604 0 COMMONWEALTH REIT COM SH BEN INT 203233101 68335 2955686 SH SOLE 2874913 80773 0 COMMONWEALTH REIT COM SH BEN INT 203233101 2296 99300 SH Call SOLE 0 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 27865 594394 SH SOLE 578530 15864 0 COPART INC COM 217204106 254444 8261185 SH SOLE 8039843 221342 0 COTY INC COM CL A 222070203 5424 315725 SH SOLE 307097 8628 0 EASTMAN CHEM CO COM 277432100 193058 2757581 SH SOLE 2684007 73574 0 ELAN PLC ADR 284131208 2926 206923 SH SOLE 201498 5425 0 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 1581 26435 SH SOLE 26435 0 0 EQUINIX INC COM NEW 29444U502 74605 403879 SH SOLE 393050 10829 0 EXPEDIA INC DEL COM NEW 30212P303 162547 2702361 SH SOLE 2630263 72098 0 FIFTH & PAC COS INC COM 316645100 60853 2723964 SH SOLE 2649524 74440 0 GOLAR LNG LTD BERMUDA SHS G9456A100 30708 962946 SH SOLE 936631 26315 0 GROUPON INC COM CL A 399473107 299866 35072006 SH SOLE 34136836 935170 0 GROUPON INC COM CL A 399473107 29348 3432500 SH Put SOLE 3346500 86000 0 HEALTH MGMT ASSOC INC NEW CL A 421933102 305754 19450000 SH SOLE 18931895 518105 0 HOLOGIC INC COM 436440101 1930 100000 SH SOLE 97264 2736 0 IRON MTN INC COM 462846106 2741 103000 SH Call SOLE 0 0 0 ISHARES TR RUSSELL 2000 464287655 516467 5324400 SH Put SOLE 5183100 141300 0 KINDER MORGAN INC DEL COM 49456B101 2135 55968 SH SOLE 55968 0 0 KINDER MORGAN INC DEL W EXP 05/25/201 49456B119 23417 4573576 SH SOLE 4453656 119920 0 LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 204740 2408419 SH SOLE 2343035 65384 0 MCDERMOTT INTL INC COM 580037109 49637 6068071 SH SOLE 5953630 114441 0 OFFICE DEPOT INC COM 676220106 7740 2000000 SH SOLE 1945963 54037 0 OIL STS INTL INC COM 678026105 487523 5262553 SH SOLE 5262553 0 0 PBF ENERGY INC CL A 69318G106 57790 2231287 SH SOLE 2170032 61255 0 QEP RES INC COM 74733V100 241773 8703143 SH SOLE 8525243 177900 0 SAFEWAY INC COM NEW 786514208 29128 1231128 SH SOLE 1198278 32850 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 39670 1000000 SH Put SOLE 972800 27200 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1864 11620 SH SOLE 11620 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1156243 7207600 SH Put SOLE 7017300 190300 0 SUPERVALU INC COM 868536103 83033 13349412 SH SOLE 12984601 364811 0 TD AMERITRADE HLDG CORP COM 87236Y108 230 9475 SH SOLE 9221 254 0 TEEKAY CORPORATION COM Y8564W103 78246 1925826 SH SOLE 1873197 52629 0 URS CORP NEW COM 903236107 227251 4812598 SH SOLE 4684197 128401 0 VERISIGN INC COM 92343E102 192272 4305230 SH SOLE 4190368 114862 0 VISTEON CORP COM NEW 92839U206 139432 2208997 SH SOLE 2150060 58937 0 WALGREEN CO COM 931422109 8840 200000 SH Put SOLE 200000 0 0