Must-know assessment: JANA Partners' positions in 4Q 2013 (Part 1 of 8)
Last month, we discussed some of JANA Partners’ new positions in the fourth quarter that were revealed in its year-end investor letter. The fund disclosed positions in Equinix, Inc. (EQIX), Juniper Networks, Inc. (JNPR), Airbus Group NV (EADSF), and Cameron International Corporation (CAM) in its year end letter to investors. In this series, we will discuss the other main positions traded during the fourth quarter that were disclosed in JANA’s 13F filing this month. The positions are outlined in the table below.
The $8 billion activist hedge fund also told clients that it plans to close its Nirvana Fund to new investors on or around April 1. The letter further stated that it might close JANA Partners to new investors “at some point in the future, depending on the opportunity set.”
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