0000902664-14-002463.txt : 20140514 0000902664-14-002463.hdr.sgml : 20140514 20140514060825 ACCESSION NUMBER: 0000902664-14-002463 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140514 DATE AS OF CHANGE: 20140514 EFFECTIVENESS DATE: 20140514 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: 14839122 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 03-31-2014 03-31-2014 false JANA PARTNERS LLC

767 Fifth Avenue, 8th Floor New York NY 10153

13F HOLDINGS REPORT 028-10328 N Jennifer Fanjiang 212-455-0900 /s/ Jennifer Fanjiang New York NY 05-14-2014 0 51 8502653 INFORMATION TABLE 2 infotable.xml ACTAVIS PLC SHS G0083B108 185654 901888 SH SOLE 901888 0 0 AERCAP HOLDINGS NV SHS N00985106 415850 9856610 SH SOLE 9856610 0 0 AMERICAN CAP LTD COM 02503Y103 1060 67098 SH SOLE 67098 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 322645 6451602 SH SOLE 6451602 0 0 APPLIED MATLS INC COM 038222105 55072 2697621 SH SOLE 2697621 0 0 APPLIED MATLS INC COM 038222105 10210 500000 SH Call SOLE 0 0 0 ASHLAND INC NEW COM 044209104 596606 5997242 SH SOLE 5997242 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 480953 7786189 SH SOLE 7786189 0 0 CONSTELLATION BRANDS INC CL A 21036P108 63728 750000 SH Put SOLE 750000 0 0 CONSTELLIUM NV CL A N22035104 155628 5302487 SH SOLE 5302487 0 0 EBAY INC COM 278642103 212690 3850292 SH SOLE 3850292 0 0 EP ENERGY CORP CL A 268785102 19570 1000000 SH SOLE 1000000 0 0 ENDO INTL PLC SHS G30401106 175965 2563215 SH SOLE 2563215 0 0 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 7773 166275 SH SOLE 166275 0 0 EQUINIX INC COM NEW 29444U502 592843 3207332 SH SOLE 3207332 0 0 GENERAL MTRS CO COM 37045V100 243 7067 SH SOLE 7067 0 0 GENERAL MTRS CO *W EXP 07/10/201 37045V118 4131 166319 SH SOLE 166319 0 0 GENERAL MTRS CO *W EXP 07/10/201 37045V126 2896 166319 SH SOLE 166319 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 134542 3227195 SH SOLE 3227195 0 0 GROUPON INC COM CL A 399473107 319707 40778922 SH SOLE 40778922 0 0 GULFPORT ENERGY CORP COM NEW 402635304 71180 1000000 SH SOLE 1000000 0 0 HD SUPPLY HLDGS INC COM 40416M105 18138 693600 SH SOLE 693600 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 3330 125000 SH SOLE 125000 0 0 ISHARES MSCI HONG KG ETF 464286871 5817 294100 SH Call SOLE 0 0 0 JUNIPER NETWORKS INC COM 48203R104 225417 8750653 SH SOLE 8750653 0 0 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 47074 26746343 SH SOLE 26746343 0 0 KNOWLES CORP COM 49926D109 67108 2125702 SH SOLE 2125702 0 0 LEUCADIA NATL CORP COM 527288104 216652 7737574 SH SOLE 7737574 0 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 110654 3832848 SH SOLE 3832848 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 293580 2245695 SH SOLE 2245695 0 0 LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 217101 1665780 SH SOLE 1665780 0 0 LYONDELLBASELL INDUSTRIES SHS A N53745100 88940 1000000 SH Put SOLE 1000000 0 0 MALLINCKRODT PUB LTD CO SHS G5785G107 207204 3267691 SH SOLE 3267691 0 0 NEWFIELD EXPL CO COM 651290108 55807 1779552 SH SOLE 1779552 0 0 NORTH ATLANTIC DRILLING LTD COM G6613P202 2652 300000 SH SOLE 300000 0 0 OIL STS INTL INC COM 678026105 603519 6120880 SH SOLE 6120880 0 0 OUTERWALL INC COM 690070107 124848 1722041 SH SOLE 1722041 0 0 QEP RES INC COM 74733V100 471286 16008346 SH SOLE 16008346 0 0 SANTANDER CONSUMER USA HDG I COM 80283M101 3612 150000 SH SOLE 150000 0 0 SIRIUS XM HLDGS INC COM 82968B103 231264 72270016 SH SOLE 72270016 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1248 10100 SH SOLE 10100 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 28393 229700 SH Call SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 93505 500000 SH Put SOLE 500000 0 0 SUNEDISON INC COM 86732Y109 73512 3901903 SH SOLE 3901903 0 0 SUPERVALU INC COM 868536103 169220 24739739 SH SOLE 24739739 0 0 TEEKAY CORPORATION COM Y8564W103 76396 1358392 SH SOLE 1358392 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 107431 2033131 SH SOLE 2033131 0 0 URS CORP NEW COM 903236107 317449 6745623 SH SOLE 6745623 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 8635 65500 SH Put SOLE 65500 0 0 VISTEON CORP COM NEW 92839U206 1946 22000 SH SOLE 22000 0 0 WALGREEN CO COM 931422109 801969 12145520 SH SOLE 12145520 0 0