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
BA
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...
Market News and Data brought to you by Benzinga APIs

Comments
Loading...