Rosenstein's JANA Partners Makes New Bets on Forest Oil (FST) and Sealed Air (SEE); Exits Comcast (CMCSA), Williams Cos (WMB)


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Barry Rosenstein's JANA Partners LLC hedge fund released its 13F for the quarter ended June 30, 2011 on 8/12.

Notably, the firm showed new stakes in Forest Oil (NYSE: FST) and Sealed Air Corp. (NYSE: SEE). The firm also raised its stake in McGraw-Hill (NYSE: MHP), which has since been raised further.

JANA liquidated stakes in Comcast (Nasdaq: CMCSA), El Paso Corp (NYSE: EE), Pfizer (NYSE: PFE) and Williams Cos (NYSE: WMB).

The fund's top three positions based on market value are El Paso Corp. (NYSE: EP), Charles River Laboratories (NYSE: CRL) and Apple, Inc. (Nasdaq: AAPL).


New Stakes
Expedia, Inc. (NASDAQ: EXPE) new 1,877,762 share position
Forest Oil Corp. (NYSE: FST) new 3,298,281 share position
Garmin Ltd (NASDAQ: GRMN) (PUT) new 305,000 share position
Google, Inc. (NASDAQ: GOOG) new 127,894 share position
Liberty Global, Inc. Class A (NASDAQ: LBTYA) new 110,448 share position
Liberty Media Holding Corporation Interactive Common Series A (NASDAQ: LINTA) new 3,934,143 share position
Lone Pine Resources (NYSE: LPR) new 934,987 share position
Rock-Tenn Co. Cl A (NYSE: RKT) new 495,703 share position
Savient Pharmaceuticals, Inc. (NASDAQ: SVNT) new 68,000 share position
Sealed Air Corp. (NYSE: SEE) new 1,284,482 share position
Strayer Education, Inc. (NASDAQ: STRA) new 21,794 share position

Raised Stakes
Apple, Inc. (NASDAQ: AAPL) raised from 236,798 shares to 274,517 shares
Coca-Cola Enterprises, Inc. (NYSE: CCE) raised from 1,423,136 shares to 1,814,511 shares
Hertz Global Holdings (NYSE: HTZ) raised from 1,739,083 shares to 2,452,302 shares
Liberty Media Corporation Liberty Starz Ser A (NASDAQ: LSTZA) raised from 1,204,599 shares to 1,274,735 shares
McGraw-Hill Cos. (NYSE: MHP) lowered from 3,062,647 shares to 7,705,959 shares (now raised to 8.89M per 13D filing)
Opko Health (NYSE: OPK) raised from 2,506,207 shares to 2,566,252 shares
Sunoco, Inc. (NYSE: SUN) raised from 799,753 shares to 1,798,987 shares

Lowered Stakes
Cablevision Systems Corp. (NYSE: CVC) lowered from 2,813,774 shares to 2,391,723 shares
Charles River Laboratories International, Inc. (NYSE: CRL) lowered from 4,400,233 shares to 4,109,113 shares
El Paso Corp. (NYSE: EP) lowered from 30,441,443 shares to 24,226,531 shares
LyondellBasell Industries Cl A (NYSE: LYB) lowered from 1,836,275 shares to 962,644 shares
SPDR Gold Trust (NYSE: GLD) lowered from 203,531 shares to 153,666 shares
Viacom (NYSE: VIA-B) lowered from 1,176,748 shares to 200,788 shares

Liquidated Stakes
Acxiom Corp (NASDAQ: ACXM) liquidated
Comcast Class A (NASDAQ: CMCSA) liquidated
Dollar Thrifty Automotive (NYSE: DTG) liquidated
El Paso Corp. (NYSE: EP) (CALL) liquidated
Kinder Morgan (NYSE: KMI) liquidated
Pfizer, Inc. (NYSE: PFE) liquidated
Smurfit-Stone Container (NYSE: SSCC) liquidated
Weatherford International Ltd. (NYSE: WFT) liquidated
Williams Cos. (NYSE: WMB) liquidated
Yamana Gold, Inc. (NYSE: AUY) liquidated

Maintained Stakes
Arcadia Resources, Inc. (NYSE: KAD) maintained 25,298,102 share stake
Convergys Corp. (NYSE: CVG) maintained 8,220,806 share stake

For a quarter-by-quarter analysis of JANA portfolio go to http://www.streetinsider.com/entities/JANA+Partners+LLC/?view_portfolio

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Related Categories

13Fs, Hedge Funds

Related Entities

JANA Partners LLC, Barry Rosenstein, Hedge Funds, 13D, Dollar Thrifty Takeover, Smurfit-Stone Container/Rock-Tenn Co.

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