JANA Ptnrs 3Q 13F: Holdings As Of Sep 30

DJ CFA SOURCE: SEC 13F-HR 
FILER: JANA Partners LLC 
QUARTER ENDED: 09/30/2013 
SEC RECEIVED: 11/14/2013 
 
 

The following sets forth up to 200 of the largest holdings of JANA Partners LLC as of Sep. 30, according to a Form 13F filed with the Securities and Exchange Commission.

As of Sep. 30, JANA Partners LLC held 33 positions valued at $4,072,816,277.

Up to 200 of the largest holdings of JANA Partners LLC are listed below in order of dollar value as of Sep. 30.

 
Company Name                             Value      Holdings         Change 
 
 
ASHLAND INC  COM                  $616,589,037     6,667,269        945,353 
URS CORP  COM                     $398,204,456     7,408,455      2,595,857 
EQUINIX INC  COM                  $368,016,602     2,003,902      1,600,023 
SAFEWAY INC  COM                  $357,004,881    11,159,890      9,928,762 
GROUPON INC  CL A                 $356,152,584    31,768,137    (3,303,869) 
VISTEON CORP  COM                 $220,946,028     2,921,021        712,024 
LIBERTY INTERACTIVE  VENTURES     $184,516,004     2,092,730      (315,689) 
VERISIGN INC  COM                 $181,257,203     3,561,745      (743,485) 
CHARTER COMMUNICATIONS INC  CL    $174,957,965     1,298,293      1,050,751 
COPART INC  COM                   $172,422,093     5,423,784    (2,837,401) 
MALLINCKRODT PLC  COM             $171,482,147     3,889,366      3,889,366 * 
NEWS CORP  CL A                   $137,326,394     8,550,834      8,550,834 * 
HUNTSMAN CORP  COM                $132,395,013     6,423,824      6,423,824 * 
SUPERVALU INC  COM                $105,664,509    12,838,944      (510,468) 
TEEKAY CORP  COM                   $91,558,530     2,141,720        215,894 
AMERICAN AXLE & MFG HOLDINGS       $84,903,809     4,305,467        793,920 
HOLOGIC INC  COM                   $73,533,514     3,560,945      3,460,945 
WALGREEN CO  COM                   $70,668,936     1,313,549      1,313,549 * 
ENDO HEALTH SOLUTIONS INC  COM     $69,226,931     1,523,480      1,523,480 * 
GOLAR LNG LTD  ORD                 $31,233,478       829,134      (133,812) 
PITNEY BOWES INC  COM              $25,901,796     1,423,958      1,423,958 * 
GENERAL MOTORS CO  COM             $14,388,000       400,000        400,000 * 
OPKO HEALTH INC  COM                $9,073,172     1,029,872      1,029,872 * 
CARBO CERAMICS INC  COM             $5,915,380        59,685         59,685 * 
PENNEY J C INC  COM                 $4,402,500       500,000        500,000 * 
NXP SEMICONDUCTORS NV  COM          $4,201,009       112,900        112,900 * 
ENERGY TRANSFER EQUITY LP  COM      $4,060,139        61,723         35,288 
SUNEDISON INC  COM                  $4,015,501       503,827        503,827 * 
COMPUWARE CORP  COM                 $2,798,664       250,104        250,104 * 
AETNA INC  COM                              $0             0    (4,099,376) 
ELAN CORP PLC  ADR                          $0             0      (206,923) 
EXPEDIA INC  COM                            $0             0    (2,702,361) 
HEALTH MANAGEMENT ASSOCIATES                $0             0   (19,450,000) 
SPDR S&P 500 ETF TRUST  UNIT S              $0             0       (11,620) 
TD AMERITRADE HOLDING CORP  CO              $0             0        (9,475) 
BOEING CO  COM                              $0             0    (1,944,775) 
COMMUNITY HEALTH SYSTEMS INC                $0             0      (594,394) 
EASTMAN CHEMICAL CO  COM                    $0             0    (2,757,581) 
KINDER MORGAN INC  COM CL P                 $0             0       (55,968) 
OFFICE DEPOT INC  COM                       $0             0    (2,000,000) 
COMMONWEALTH REIT  COM                      $0             0    (2,955,686) 
COTY INC  CL A                              $0             0      (315,725) 
FIFTH & PACIFIC COS INC  COM                $0             0    (2,723,964) 
MCDERMOTT INTERNATIONAL INC  C              $0             0    (6,068,071) 
PBF ENERGY INC  CL A                        $0             0    (2,231,287) 

* New holding 13F data provided by: FactSet Research Systems Inc.; Please send questions to [e-mail]. Copyright, FactSet Research Systems, 2013. All Rights Reserved.