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)
Raised:
• Aetna
AET from 2.6 to 3.8
• Agrium
AGU from 9.4 to 11.2
• Big Lots
BIG from 0.35 to 3.75
• Copart
CPRT from 6.1 to 6.3
• Expedia
EXPE from 1.6 to 1.9
• Fifth & Pacific
FNP 3.3 to 5.2
• Kinder Morgan
KMI from 0.054 to 0.073
• Kinder Morgan warrants expiring 5/25/2013 from 3.5 to 4.1
• Ryman Hospitality
GET from 2.36 to 2.76
• Teekay
TK from 1.3 to 1.7
• Verisign
VRSN from 3.0 to 4.8
• Visteon
VC from 1.9 to 2.3
Lowered:
• Coca Cola
KO 5.2 to 3.4
• Convergys
CVG from 0.596 to 0.535
• Iron Mountain
IRM from 1.4 to 0.15 calls
• QEP Resources
QEP from 8.8 to 7.4
• Rockwood Holdings
ROC from 2.77 to 2.5
• Spectra Energy
SE from 0.45 to 0.12
New:
• American Axle & Mfg Hldgs Intnl
AXL 3.1
• Ashland common
ASH 3.6
• Ashland calls 0.2
• BMC Software
BMC 3.5
• Boeing
BATrending Investment Opportunities
Advertisement
1.5
• Ctrip.com Intl
ADR 1.4
• DirecTV
DTV 2.0
• Groupon
GRPN 21.9
• Hospira
HSP 0.6
• IAC Interactive
IACI 2.0
• LiveNation
LYV 0.2
• Office Depot
ODP 13.8
• SuperValu
SVU 14.1
• Zynga
ZNGA 25.4
Sold:
• ADT
ADT 2.5
• American Intl Group
AIG 3.5
• Coventry Health Care
CVH 3.1
• Diamondback Energy
FANG 0.28
• KAR Auction Services
KAR 0.25
• Liberty Media
LMCA 0.8
• Liberty Interactive
LINTA 2.5
• McGraw Hill
MHFI 2.1
• Netflix
NFLX 1.0
• Opko Health
OPK 1.1
• Semgroup
SEMG 0.5
• SPDR Gold Trust ETF 0.5 puts
• Symantec
SYMC 0.15 calls
• Tripadvisor
TRIP 2.3
• Waste Management
WM 1.3
Loading...
Loading...
ADTADT Inc
$8.40-%
Edge Rankings
Momentum
71.24
Growth
83.90
Quality
N/A
Value
39.28
Price Trend
Short
Medium
Long
AIGAmerican International Group Inc
$80.99-%
ASHAshland Inc
$50.91-%
AXLAmerican Axle & Mfg Holdings Inc
$4.81-0.82%
BABoeing Co
$230.890.43%
CPRTCopart Inc
$45.90-0.17%
EXPEExpedia Group Inc
$178.30-%
FANGDiamondback Energy Inc
$136.950.35%
GRPNGroupon Inc
$32.78-0.09%
IRMIron Mountain Inc
$96.75-1.52%
KAROpenlane Inc
$24.92-%
KMIKinder Morgan Inc
$27.79-0.43%
KOCoca-Cola Co
$69.570.43%
LYVLive Nation Entertainment Inc
$147.48-0.75%
NFLXNetflix Inc
$1255.530.42%
ODPThe ODP Corp
$17.91-%
OPKOPKO Health Inc
$1.370.74%
SESea Ltd
$162.400.68%
SEMGEA Series Trust Suncoast Select Growth ETF
$26.37-%
TKTeekay Corp Ltd
$7.520.13%
TRIPTripadvisor Inc
$17.64-%
VCVisteon Corp
$109.77-%
VRSNVeriSign Inc
$282.20-0.38%
WMWaste Management Inc
$225.16-0.31%
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
