Rosenstein's JANA Partners Shows New Stakes in BMC (BMC) and Netflix (NFLX), Exits Coca-Cola Enterprises (CCE)

Barry Rosenstein's JANA Partners hedge fund released its 13F for the quarter ended December 31, 2011.

Notably, the firm showed new stakes in BMC Software, Inc. (NASDAQ: BMC), NetFlix, Inc. (NASDAQ: NFLX), raised its stake in Apple (Nasdaq: AAPL), lowered its stake in El Paso Corp. (NYSE: EP) and liquidated Coca-Cola Enterprises, Inc. (NYSE: CCE).

New Stakes
BMC Software, Inc. (NASDAQ: BMC) new 1,346,615 share position
COMVERSE TECH (NASDAQ: CMVT) new 6,155,837 share position
Cytec Industries, Inc. (NYSE: CYT) new 1,501,313 share position
Delphi Automotive PLC (NYSE: DLPH) new 889,226 share position
Energizer Holdings, Inc. (NYSE: ENR) new 997,824 share position
Exelis, Inc. (NYSE: XLS) new 1,326,386 share position
Marathon Petroleum (NYSE: MPC) (CALL) new 536,000 share position
Marathon Petroleum (NYSE: MPC) new 16,636,720 share position
Marriott Vacations Worldwide (NYSE: VAC) new 239,097 share position
NetFlix, Inc. (NASDAQ: NFLX) new 648,594 share position
Semgroup Corp. Cl A (NYSE: SEMG) new 1,961,141 share position
SPDR Gold Trust (NYSE: GLD) new 120,191 share position
TRIPADVISOR (NASDAQ: TRIP) new 910,607 share position
WPX Energy (NYSE: WPX) new 346,851 share position

Raised Stakes
Anadarko Petroleum Corp. (NYSE: APC) raised from 866,733 shares to 1,237,542 shares
Apple, Inc. (NASDAQ: AAPL) raised from 235,470 shares to 258,777 shares
EXPEDIA (NASDAQ: EXPE) raised from 1,960,038 shares to 3,058,923 shares
LIBERTY MEDIA-CAP-A (NASDAQ: LMCA) raised from 726,225 shares to 1,302,191 shares
Life Technologies Corporation (NASDAQ: LIFE) raised from 528,670 shares to 1,349,584 shares
Rock-Tenn Co. Cl A (NYSE: RKT) raised from 273,068 shares to 695,856 shares

Lowered Stakes
Convergys Corp. (NYSE: CVG) lowered from 4,889,464 shares to 1,179,161 shares
El Paso Corp. (NYSE: EP) lowered from 17,328,826 shares to 5,065,987 shares
Google, Inc. (NASDAQ: GOOG) lowered from 170,904 shares to 56,803 shares
HCA Holdings (NYSE: HCA) lowered from 4,143,147 shares to 456,892 shares
Liberty Media Holding Corporation Interactive Common Series A (NASDAQ: LINTA) lowered from 5,422,238 shares to 3,899,338 shares
McGraw-Hill Cos. (NYSE: MHP) lowered from 10,221,610 shares to 8,793,978 shares
Motorola Solutions (NYSE: MSI) lowered from 1,173,934 shares to 1,003,741 shares
Opko Health (NYSE: OPK) lowered from 2,554,154 shares to 1,997,234 shares
Sunoco, Inc. (NYSE: SUN) lowered from 1,550,645 shares to 412,194 shares

Liquidated Stakes
Coca-Cola Enterprises, Inc. (NYSE: CCE) liquidated
CoreLogic (NYSE: CLGX) liquidated
Covidien (NYSE: COV) liquidated
Dollar Thrifty Automotive (NYSE: DTG) liquidated
Fidelity Natl Information Services (NYSE: FIS) liquidated
Liberty Global, Inc. Class A (NASDAQ: LBTYA) liquidated
LIBERTY MD-STARZ-A (NASDAQ: LSTZA) liquidated
Lone Pine Resources (NYSE: LPR) liquidated
National Fuel Gas Co. (NYSE: NFG) liquidated

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