Summary of Jana Partners 13F: Aetna, Expedia and Kinder Morgan All Raised Among Others

Barry Rosenstein's JANA Partners released its 13F for Q1 Wednesday. Value of fund increased from $3.5 billion to $4.8 billion. (All units are in millions of shares)

• Aetna

from 2.6 to 3.8 • Agrium

from 9.4 to 11.2 • Big Lots

from 0.35 to 3.75 • Copart

from 6.1 to 6.3 • Expedia

from 1.6 to 1.9 • Fifth & Pacific

3.3 to 5.2 • Kinder Morgan

from 0.054 to 0.073 • Kinder Morgan warrants expiring 5/25/2013 from 3.5 to 4.1 • Ryman Hospitality

from 2.36 to 2.76 • Teekay

from 1.3 to 1.7 • Verisign

from 3.0 to 4.8 • Visteon

from 1.9 to 2.3

• Coca Cola

5.2 to 3.4 • Convergys

from 0.596 to 0.535 • Iron Mountain

from 1.4 to 0.15 calls • QEP Resources

from 8.8 to 7.4 • Rockwood Holdings

from 2.77 to 2.5 • Spectra Energy

from 0.45 to 0.12

• American Axle & Mfg Hldgs Intnl

3.1 • Ashland common

3.6 • Ashland calls 0.2 • BMC Software

3.5 • Boeing

1.5 • Ctrip.com Intl

1.4 • DirecTV

2.0 • Groupon

21.9 • Hospira

0.6 • IAC Interactive

2.0 • LiveNation

0.2 • Office Depot

13.8 • SuperValu

14.1 • Zynga

25.4

• ADT

2.5 • American Intl Group

3.5 • Coventry Health Care

3.1 • Diamondback Energy

0.28 • KAR Auction Services

0.25 • Liberty Media

0.8 • Liberty Interactive

2.5 • McGraw Hill

2.1 • Netflix

1.0 • Opko Health

1.1 • Semgroup

0.5 • SPDR Gold Trust ETF 0.5 puts • Symantec

0.15 calls • Tripadvisor

2.3 • Waste Management

1.3