Rosenstein's JANA Partners Shows New Stakes in CAR, CCE, CVH, DTV, more...
10:44 am ET 05/15/2012 - Street Insider
Barry Rosenstein'sJANA Partners hedge fund released its 13F for the quarter ended March 31, 2012. Below are some notable moves:
New StakesAnadarko Petroleum Corp. (NYSE: APC) (CALL) new 288,000 share positionAvis Budget Group, Inc. (NASDAQ: CAR) new 3,923,050 share positionBarnes & Noble, Inc. (NYSE: BKS) new 5,573,111 share position *Carnival Corp. (NYSE: CCL) new 1,185,851 share positionCoca-Cola Enterprises, Inc. (NYSE: CCE) new 2,565,073 share positionCoventry Health Care, Inc. (NYSE: CVH) new 3,233,532 share positionDarling International (NYSE: DAR) new 2,217,233 share positionDIRECTV CLASS A (NASDAQ: DTV) new 3,201,441 share positionForest Oil Corp. (NYSE: FST) new 2,049,704 share positionHess Corp. (NYSE: HES) new 1,689,767 share positionNorfolk Southern Corp. (NYSE: NSC) new 553,332 share positionStrayer Education, Inc. (NASDAQ: STRA) new 513,900 share positionSunCoke Energy (NYSE: SXC) new 1,075,491 share positionVisteon Corp. (NYSE: VC) new 1,455,335 share position Raised StakesAnadarko Petroleum Corp. (NYSE: APC) raised from 1,237,542 shares to 1,274,954 sharesCOMVERSE TECH (NASDAQ: CMVT) raised from 6,155,837 shares to 7,490,821 sharesConvergys Corp. (NYSE: CVG) raised from 1,179,161 shares to 1,246,168 sharesEl Paso Corp. (NYSE: EP) raised from 5,065,987 shares to 5,439,559 sharesEnergizer Holdings, Inc. (NYSE: ENR) raised from 997,824 shares to 1,775,288 sharesEXPEDIA (NASDAQ: EXPE) raised from 3,058,923 shares to 3,940,857 sharesLIBERTY MEDIA-CAP-A (NASDAQ: LMCA) raised from 1,302,191 shares to 1,460,256 sharesMotorola Solutions (NYSE: MSI) raised from 1,003,741 shares to 2,237,823 sharesOpko Health (NYSE: OPK) raised from 1,997,234 shares to 2,681,193 sharesSPDR Gold Trust (NYSE: GLD) raised from 120,191 shares to 172,115 sharesLowered StakesApple, Inc. (NASDAQ: AAPL) lowered from 258,777 shares to 199,281 sharesLiberty Media Holding Corporation Interactive Common Series A (NASDAQ: LINTA) lowered from 3,899,338 shares to 3,307,615 sharesMarathon Petroleum (NYSE: MPC) lowered from 16,636,720 shares to 6,454,131 shares *McGraw-Hill Cos. (NYSE: MHP) lowered from 8,793,978 shares to 2,645,031 sharesNetFlix, Inc. (NASDAQ: NFLX) lowered from 648,594 shares to 398,383 sharesSemgroup Corp. Cl A (NYSE: SEMG) lowered from 1,961,141 shares to 1,428,453 sharesLiquidated StakesBMC Software, Inc. (NASDAQ: BMC) liquidatedCytec Industries, Inc. (NYSE: CYT) liquidatedDelphi Automotive PLC (NYSE: DLPH) liquidatedExelis, Inc. (NYSE: XLS) liquidatedGoogle, Inc. (NASDAQ: GOOG) liquidatedHCA Holdings (NYSE: HCA) liquidatedLife Technologies Corporation (NASDAQ: LIFE) liquidatedMarathon Petroleum (NYSE: MPC) (CALL) liquidatedMarriott Vacations Worldwide (NYSE: VAC) liquidatedRock-Tenn Co. Cl A (NYSE: RKT) liquidatedSunoco, Inc. (NYSE: SUN) liquidatedTRIPADVISOR (: TRIP) liquidatedWPX Energy (NYSE: WPX) liquidated Maintained Stakes
* Since the original filing these positions have been updated further.