Jana Partners: Top 10 Stock Holdings of First Quarter 2011

Following is information on the top 10 holdings of hedge fund Jana Partners.  Note that the following only pertains to the fund’s common equity holdings, and excludes any warrants, notes, options, or other convertible securities described in its 13F filing.

  1. El Paso Corp. (NYSE:EP): Jana Partners held 32,441,443 shares in this company on March 31st, 2011, which were valued at $583,946,000. About the company:  El Paso Corporation operates natural gas pipeline and storage facilities, transports natural gas, and imports liquefied natural gas.  El Paso also explores for and produces natural gas.  The Company has operations in the United States, Brazil, and Egypt.  Competitors to Watch: Kinder Morgan Inc (NYSE:KMI), El Paso Pipeline Partners, L.P. (NYSE:EPB), Kinder Morgan Energy Partners LP (NYSE:KMP), Southern Union Company (NYSE:SUG), Enterprise Products Partners L.P. (NYSE:EPD), Enterprise GP Hldgs. L.P. (EPE), Spectra Energy Partners, LP (NYSE:SEP), Blue Dolphin Energy Co. (NASDAQ:BDCO), BP plc (NYSE:BP), Chesapeake Energy (NYSE:CHK), Copano Energy, L.L.C. (NASDAQ:CPNO), and Atlas Pipeline Partners, L.P. (NYSE:A
  2. Smurfit-Stone Container Corp. (NYSE:SSCC): Jana Partners held 5,198,019 shares in this company on March 31st, 2011, which were valued at $200,903,000. About the company:  Smurfit-Stone Container Corporation manufactures paperboard and paper-based packaging.  The Company produces containerboard, corrugated containers, kraft paper, bleached paperboard and market pulp, and collects recycled paper.  Competitors to Watch: Rock-Tenn Company (NYSE:RKT), MeadWestvaco Corp. (NYSE:MWV), Packaging Corp. of America (NYSE:PKG), Temple-Inland, Inc. (NYSE:TIN), KapStone Paper and Packaging Corp. (NYSE:KS), Graphic Packaging Holding Co. (NYSE:GPK), MOD-PAC CORP. (NASDAQ:MPAC), Sonoco Products Company (NYSE:SON) and P.H. Glatfelter Company (NYSE:GLT).
  3. Charles River Laboratories International Inc. (NYSE:CRL): Jana Partners held 4,400,233 shares in this company on March 31st, 2011, which were valued at $168,881,000. About the company:  Charles River Laboratories International, Inc. provides research tools and support services that enable drug discovery and development.  The Company provides the animal research models required in research and development for new drugs, devices, and therapies.  Charles River’s customers include pharmaceutical and biotechnology companies, hospitals, and academic institutions.
  4. Williams Cos Inc. (NYSE:WMB): Jana Partners held 4,959,289 shares in this company on March 31st, 2011, which were valued at $154,631,000. About the company:  The Williams Companies, Inc. is an integrated natural gas company that produces, gathers, processes, and transports natural gas.  The Company’s operations are located in the Pacific Northwest, Rocky Mountains, Gulf Coast, the Eastern Seaboard, and the province of Alberta in Canada.  Competitors to Watch: Williams Partners L.P. (NYSE:WPZ), EQT Corporation (NYSE:EQT), Marathon Oil Corporation (NYSE:MRO), Cheniere Energy, Inc. (AMEX:LNG), Chevron Corporation (NYSE:CVX), Southwestern Energy Co. (NYSE:SWN), Kinder Morgan Energy Partners LP (NYSE:KMP), Occidental Petroleum Corp. (NYSE:OXY), Southern Union Company (NYSE:SUG), Chesapeake Energy (NYSE:CHK), ConocoPhillips (NYSE:COP), BP plc (NYSE:BP) and Questar Corporation (NYSE:STR).
  5. McGraw Hill Cos Inc. (NYSE:MHP): Jana Partners held 3,062,647 shares in this company on March 31st, 2011, which were valued at $120,668,000. About the company:  Founded in 1888, the McGraw-Hill companies is a leading global financial information and education company that helps professionals and students succeed in the Knowledge Economy.  Leading brands include Standard & Poor’s, McGraw-Hill Education, Platts energy information services and J.D. Power and Associates.  The Corporation has approximately 21,000 employees with more than 280 offices in 40 countries.  Sales in 2010 were $6.2 billion.  Competitors to Watch: Moody’s (NYSE:MCO), Reed Elsevier plc (NYSE:RUK), Reed Elsevier NV (NYSE:ENL), Thomson Reuters Corp. (NYSE:USA) (NYSE:TRI), Gannett Co., Inc. (NYSE:GCI), Meredith Corporation (NYSE:MDP), Scholastic Corporation (NASDAQ:SCHL), Pearson PLC (NYSE:PSO), News Corporation (NASDAQ:NWSA), and The New York Times Company (NYSE:NYT).
  6. Convergys Corp. (NYSE:CVG): Jana Partners held 8,220,806 shares in this company on March 31st, 2011, which were valued at $118,051,000. About the company:  Convergys Corporation is a global company specializing in relationship management.  The Company encompasses customer management, which provides agent-assisted services, automated self-service and technology solutions and information management, which provides business support systems and operational support systems.
  7. Cablevision Systems Corp. (NYSE:CVC): Jana Partners held 2,813,774 shares in this company on March 31st, 2011, which were valued at $97,385,000. About the company:  Cablevision Systems Corporation provides telecommunications and entertainment services.  The Company has operations in multimedia delivery, subscription cable television services, championship professional sports teams, and national television program networks.  Competitors to Watch: Comcast Corporation (NASDAQ:CMCSA), Time Warner Cable Inc. (NYSE:TWC), Mediacom Communications Corp. (NASDAQ:MCCC), Time Warner Inc. (NYSE:TWX), Charter Communications, Inc. (NASDAQ:CHTR), DISH Network Corp. (NASDAQ:DISH), The Walt Disney Company (NYSE:DIS), Liberty Global Inc. (NASDAQ:LBTYA), DirectTV (NASDAQ:DTV), and China Cablecom Hldgs. Ltd. (NASDAQ:CABL).
  8. Liberty Media Corp. (NASDAQ:LINTA): Jana Partners held 1,204,599 shares in this company on March 31st, 2011, which were valued at $93,477,000. About the company:  Liberty Media Corp – Interactive is a tracking stock issued by Liberty Media Corporation to track the performance of the Interactive group.  The Interactive group’s interests include home and Internet shopping and online travel.
  9. Dollar Thrifty Automotive (NYSE:DTG): Jana Partners held 1,394,528 shares in this company on March 31st, 2011, which were valued at $93,057,000. About the company:  Dollar Thrifty Automotive Group, Inc. operates Dollar and Thrifty vehicle rental systems.  The Company provides its services to leisure customers, tourists, small businesses, and independent business travelers.  Dollar Thrift operates locations in the United States and Canada, as well as other countries.  Companies to Watch: Avis Budget Group Inc. (NYSE:CAR), Hertz Global Hldgs., Inc. (NYSE:HTZ), Helphire Group plc (NYSE:HHR), Ford (NYSE:F), Toyota (NYSE:TM), General Motors (NYSE:GM).
  10. Pfizer Inc (NYSE:PFE): Jana Partners held 4,439,782 shares in this company on March 31st, 2011, which were valued at $90,172,000. About the company:  Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals.  The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.  Competitors to Watch: Johnson & Johnson (NYSE:JNJ), Merck & Co., Inc. (NYSE:MRK), GlaxoSmithKline plc (NYSE:GSK), Bristol Myers Squibb Co. (NYSE:BMY), Eli Lilly & Co. (NYSE:LLY), Abbott Laboratories (NYSE:ABT), Novartis AG (NYSE:NVS), Mylan Inc. (NASDAQ:MYL), Amgen, Inc. (NASDAQ:AMGN), and Sanofi-Aventis SA (NYSE:SNY)

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