JANA Partners 13F Shows New Stakes in Genentech (DNA), Sears (SHLD), Washington Mutual (WM); Adds to Positions in AK Steel (AKS), Focus Media (FMCN), Transocean (RIG); Sells Out of Apple (AAPL), Lehma Aug 18, 2008 09:31AM

Barry Rosenstein's JANA Partners released its 13F for the quarter ended June 30, 2008. The firm showed new stakes in Genentech, Nokia, Peabody Energy, Sears, unitedhealth and Washington Mutual. JANA boosted its stakes in AK Steel, Focus Media, Microsoft and Transocean while lowering positions in Anadarko, Cisco, Oracle and Williams Companies. Notably, JANA also liquidated its stakes in Amazon, Apple, CSX Corp., Freeport-McMoRan, Garmin, Lehman Brothers, SLM and Wyeth.

Below is a full summary:

New Stakes:
Agilysys (Nasdaq: AGYS) 765,060 shares
Alpha Natural Resources (NYSE: ANR) 235,000 shares
Arena Resources (NYSE: ARD) 120,000 shares
Belden (NYSE: BDC) 750,000 shares
Century Aluminum (Nasdaq: CENX) 1,204,656 shares
Chubb Corp. (NYSE: CB) 1,517,799 shares
Colfax (NYSE: CFX) 450,000 shares
Columbus McKinnon (Nasdaq: CMCO) 142,755 shares
ConocoPhillips (NYSE: COP) 350,000 shares through puts
Devon Energy (NYSE: DVN) 445,000 shares
EchoStar (Nasdaq: SATS) 554,571 shares
Elizabeth Arden (Nasdaq: RDEN) 148,594 shares
EV3 (Nasdaq ...