JANA PARTNERS LLC

HTTPS://WWW.JANAPARTNERS.COM • NEW YORK, NY • Investment Advisor • Activist Investor • Hedge Fund How do I update this listing?

Also known as:

  • HD SUPPLY HOLDING INC
  • HDS INVESTMENT HOLDING INC
  • CONAGRA FOODS INC /DE/
  • CONAGRA INC /DE/
  • NEBRASKA CONSOLIDATED MILLS CO

Jana Partners is based out of New York. Jana Partners is a large advisory firm with 19 clients and discretionary assets under management (AUM) of $5,346,590,808 (Form ADV from 2018-08-24). Their last reported 13F filing for Q4 2018 included $2,186,623,000 in managed 13F securities and a top 10 holdings concentration of 65.37%. Jana Partners's largest holding is ConAgra Brands Inc with shares held of 13,542,336. Jana Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 72 13F filings, 154 13D filings, 164 13G filings, and 13 Form 4 filings

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62

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $2.187 Billion
  • Prior Market Value $3.293 Billion
  • New Purchases11 stocks
  • Additional Purchases10 stocks
  • Sold out of28 stocks
  • Reduced holdings in12 stocks
  • Top 10 Holdings % 65.37 %
  • Turnover % [1]:108.33%
  • Turnover Alt % [2]: 64.91 %
  • Time Held Top20:3.15 quarters
  • Time Held Top10:3.20 quarters
  • Time Held All:2.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 6.38%
Performance Last 4 Quarters: 2.05%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR/A (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR/A (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR/A (Subscription required)
  • 2014-12-31 - 13F-HR/A (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR/A (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR/A (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JANA PARTNERS LLC
Classified as Hedge Fund
767 FIFTH AVENUE 8TH FLOOR
NEW YORK NY    10153
Country: United States
Business Phone: 212-455-0900
Fax: 212-455-0901
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 53
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 4,623,790,000
Total Number of Clients: 19
Amount of client funds and securities by related persons: 4,235,890,000
Total Number of clients from related persons: 12
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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JANA PARTNERS LLC

ownership team - last updated 2018-05-08
Name Title Start Date Direct/Indirect % Ownership
ROSENSTEIN, BARRY, STUART MANAGING PARTNER 04/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC MANAGING PARTNER direct 2001-04-01
JANA PARTNERS LLC MANAGING PARTNER AND CO-PORTFOLIO MANAGER direct 2001-04-01
JANA PARTNERS LLC DIRECT OWNER OF RELYING ADVISER direct 2010-09-01
PENNER, CHARLES, GORDON PARTNER AND CHIEF LEGAL OFFICER 04/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC GENERAL COUNSEL direct 2005-04-01
JANA PARTNERS LLC PARTNER AND CHIEF LEGAL OFFICER direct 2005-04-01
JANA PARTNERS LLC CHIEF LEGAL OFFICER AND PARTNER direct 2005-04-01
JANA PARTNERS LLC CHIEF LEGAL OFFICER direct 2005-04-01
JANA PARTNERS LLC DIRECT OWNER OF RELYING ADVISER direct 2010-09-01
VARRIALLE, DOMINIC, JOSEPH CHIEF FINANCIAL OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2010-05-01
YOUNG, JAY, HYUN CHIEF OPERATING OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC CHIEF ADMINISTRATIVE OFFICER direct 2011-09-01
JANA PARTNERS LLC CHIEF OPERATING OFFICER direct 2011-09-01
DIDOMENICO, DAVID, MAURO PARTNER 04/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. PORTFOLIO MANAGER direct 2005-06-01
JANA PARTNERS LLC PARTNER AND CO-PORTFOLIO MANAGER direct 2011-04-01
JANA PARTNERS LLC PARTNER direct 2011-04-01
MITTAL, NIKHIL NON-MANAGING MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC PARTNER direct 2012-01-01
OSTFELD, SCOTT, DAVID PARTNER 12/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC PARTNER direct 2009-12-01
JANA PARTNERS LLC PARTNER AND CO-PORTFOLIO MANAGER, JANA STRATEGIC INVESTMENTS direct 2009-12-01
JANA PARTNERS LLC DIRECT OWNER OF RELYING ADVISER direct 2010-09-01
DYAL CAPITAL PARTNERS (A) LP NON-MANAGING MEMBER OF JANA PARTNERS LLC 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALCYON ASSET MANAGEMENT LLC MEMBER direct 2012-12-01
MKP CAPITAL MANAGEMENT, L.L.C. MEMBER (MKP CAPITAL MANAGEMENT, L.L.C.) direct 2013-01-01
SCOPIA CAPITAL MANAGEMENT LLC MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2013-01-01
SCOPIA CAPITAL MANAGEMENT LP LIMITED PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2013-01-01
SCOPIA FUND MANAGEMENT, LLC MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2013-01-01
MAST CAPITAL MANAGEMENT, LLC MEMBER OF MAST CAPITAL MANAGEMENT, LLC direct 2012-06-01
PINNACLE ASSET MANAGEMENT, L.P. LIMITED PARTNER direct 2012-12-01
WATERFALL ASSET MANAGEMENT, LLC MEMBER direct 2013-08-01
HALCYON ASSET-BACKED ADVISORS L.P. LIMITED PARTNER indirect 2012-12-01
HALCYON ASSET-BACKED ADVISORS L.P. PARTNER indirect 2012-12-01
JANA PARTNERS LLC NON-MANAGING MEMBER OF JANA PARTNERS LLC direct 2015-03-01
JANA PARTNERS LLC DIRECT OWNER OF RELYING ADVISER direct 2015-03-01
BLUE HARBOUR GROUP, L.P. LIMITED PARTNER (OF BLUE HARBOUR GROUP, L.P.) direct 2014-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MEMBER direct 2013-05-01
HALCYON CAPITAL MANAGEMENT LP LIMITED PARTNER direct 2012-12-01
DYAL CAPITAL PARTNERS II (A) LP NON-MANAGING MEMBER OF JANA PARTNERS LLC 03/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITEBOX ADVISORS LLC MEMBER OF WHITEBOX ADVISORS LLC direct 2015-08-01
JANA PARTNERS LLC NON-MANAGING MEMBER OF JANA PARTNERS LLC direct 2015-03-01
JANA PARTNERS LLC DIRECT OWNER OF RELYING ADVISER direct 2015-03-01
ATALAYA CAPITAL MANAGEMENT LP LIMITED PARTNER OF ATALAYA CAPITAL MANAGEMENT LP direct 2017-07-01
SOUND POINT CAPITAL MANAGEMENT, LP LIMITED PARTNER OF SOUND POINT CAPITAL MANAGEMENT LP direct 2017-03-01
DYAL JAMES CO-INVESTMENT PARTNERS A LP NON-MANAGING MEMBER OF JANA PARTNERS LLC 06/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC NON-MANAGING MEMBER OF JANA PARTNERS LLC direct 2015-06-01
JANA PARTNERS LLC DIRECT OWNER OF RELYING ADVISER direct 2015-06-01
MCKENNA, JOHN, JOSEPH CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERRY CORP CHIEF COMPLIANCE OFFICER direct 2010-01-01
PERRY CORP CHIEF COMPLIANCE OFFICER (PERRY CORP.) direct 2010-01-01
JANA PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
NB DYAL ASSOCIATES LP GENERAL PARTNER DYAL CAPITAL PARTNERS (A) LP 02/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. GENERAL PARTNER indirect 2010-04-01
MKP CAPITAL MANAGEMENT, L.L.C. GENERAL PARTNER indirect 2010-08-01
SCOPIA CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. GENERAL PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC GENERAL PARTNER indirect 2010-04-01
HALCYON CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
NB DYAL ASSOCIATES II LP GENERAL PARTNER DYAL CAPITAL PARTNERS II (A) LP 02/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2013-09-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2013-09-01
SOUND POINT CAPITAL MANAGEMENT, LP GENERAL PARTNER indirect 2013-09-01
NB DYAL GP HOLDINGS LLC GENERAL PARTNER NB DYAL ASSOCIATES LP 09/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2010-02-01
SCOPIA CAPITAL MANAGEMENT LLC GENERAL PARTNER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. GENERAL PARTNER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2015-04-01
BLUE HARBOUR GROUP, L.P. GENERAL PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2010-02-01
ATALAYA CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2013-08-01
SOUND POINT CAPITAL MANAGEMENT, LP GENERAL PARTNER indirect 2013-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
HALCYON CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
NB ALTERNATIVES GP HOLDINGS LLC MANAGING MEMBER NB DYAL GP HOLDINGS LLC 02/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2010-02-01
SCOPIA CAPITAL MANAGEMENT LLC MANAGING MEMBER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2010-02-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2010-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2010-02-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2010-02-01
NB ALTERNATIVES HOLDINGS LLC MANAGING MEMBER NB ALTERNATIVES GP HOLDINGS LLC 02/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVE INVESTMENT MANAGEMENT LLC MEMBER direct 2009-05-01
SCOPIA FUND MANAGEMENT LLC MANAGING MEMBER indirect 2009-05-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2010-02-01
NB ALTERNATIVES ADVISERS LLC HOLDING COMPANY direct 2009-02-01
NB ALTERNATIVES ADVISERS LLC SOLE MEMBER direct 2009-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2009-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2009-05-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2009-02-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-05-01
NEUBERGER BERMAN GROUP LLC MANAGING MEMBER NB ALTERNATIVES HOLDINGS LLC 02/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEUBERGER BERMAN LLC HOLDING COMPANY indirect 2009-02-01
NEUBERGER BERMAN LLC HOLDING COMPANY indirect 2009-05-01
NEUBERGER BERMAN MANAGEMENT LLC HOLDING COMPANY indirect 2009-02-01
NEUBERGER BERMAN MANAGEMENT LLC HOLDING COMPANY indirect 2009-05-01
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVE INVESTMENT MANAGEMENT LLC HOLDING COMPANY indirect 2009-02-01
SCOPIA CAPITAL MANAGEMENT LLC MANAGING MEMBER indirect 2009-05-01
NEUBERGER BERMAN FIXED INCOME LLC MEMBER indirect 2009-02-01
NEUBERGER BERMAN INVESTMENT ADVISERS LLC MEMBER indirect 2009-02-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2009-05-01
WATERFALL ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVES ADVISERS LLC HOLDING COMPANY indirect 2009-02-01
NB ALTERNATIVES ADVISERS LLC SOLE MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC SOLE MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-05-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-05-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
NEUBERGER BERMAN ASIA LIMITED MEMBER indirect 2009-05-01
NEUBERGER BERMAN ASIA LIMITED HOLDING COMPANY indirect 2009-05-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2009-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2009-05-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2009-02-01
NEUBERGER BERMAN EUROPE LIMITED MEMBER indirect 2009-02-01
NEUBERGER BERMAN SINGAPORE PTE. LIMITED MEMBER indirect 2009-05-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-05-01
NEUBERGER BERMAN LOAN ADVISERS LLC MEMBER indirect 2009-02-01
NEUBERGER BERMAN LOAN ADVISERS LLC MEMBER indirect 2009-02-01
GREEN COURT CAPITAL MANAGEMENT LIMITED MEMBER indirect 2017-04-01
DYAL JAMES GP LLC GENERAL PARTNER DYAL JAMES CO-INVESTMENT PARTNERS A LP 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC GENERAL PARTNER indirect 2015-04-01
NB DYAL GP HOLDINGS LLC MEMBER DYAL JAMES GP LLC 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2010-02-01
SCOPIA CAPITAL MANAGEMENT LLC GENERAL PARTNER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. GENERAL PARTNER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2015-04-01
BLUE HARBOUR GROUP, L.P. GENERAL PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2010-02-01
ATALAYA CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2013-08-01
SOUND POINT CAPITAL MANAGEMENT, LP GENERAL PARTNER indirect 2013-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
HALCYON CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
DYAL II US INVESTORS LP LIMITED PARTNER DYAL CAPITAL PARTNERS II (A) LP 07/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2014-07-01
DYAL U.S. II LLC LIMITED PARTNER DYAL CAPITAL PARTNERS II (A) LP 07/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2014-07-01
DYAL II OFFSHORE INVESTORS LP MEMBER DYAL U.S. II LLC 07/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC MEMBER indirect 2014-07-01
DYAL U.S. LLC LIMITED PARTNER DYAL CAPITAL PARTNERS (A) LP 02/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. LIMITED PARTNER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC LIMITED PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC LIMITED PARTNER indirect 2010-02-01
DYAL OFFSHORE INVESTORS LP MEMBER DYAL U.S. LLC 02/01/2010 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MEMBER indirect 2010-02-01
MKP CAPITAL MANAGEMENT, L.L.C. MEMBER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC MEMBER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MEMBER indirect 2010-02-01
DYAL JAMES U.S. LLC LIMITED PARTNER DYAL JAMES CO-INVESTMENT PARTNERS A LP 06/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2015-06-01
NB DYAL GP HOLDINGS LLC GENERAL PARTNER NB DYAL ASSOCIATES II LP 09/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2010-02-01
SCOPIA CAPITAL MANAGEMENT LLC GENERAL PARTNER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. GENERAL PARTNER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2015-04-01
BLUE HARBOUR GROUP, L.P. GENERAL PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2010-02-01
ATALAYA CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2013-08-01
SOUND POINT CAPITAL MANAGEMENT, LP GENERAL PARTNER indirect 2013-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
HALCYON CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JANA SPECIAL SITUATIONS INVESTMENTS II, LLC United States 805-8287254122 Hedge Fund 10,000,000 0
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. Cayman Islands 805-8882644239 Hedge Fund 197,132,546 10,000,000 Master Fund
JANA SPECIAL SITUATIONS INVESTMENTS LLC United States 805-5558361174 Hedge Fund 21,179,427 0
JANA STRATEGIC INVESTMENT FUND VII, LP Cayman Islands 805-8867408763 Hedge Fund 15,936,629 0
JANA STRATEGIC INVESTMENT FUND VI, LP Cayman Islands 805-1515077561 Hedge Fund 26,508,230 0
JANA STRATEGIC INVESTMENT FUND II, LP United States 805-4054329576 Hedge Fund 219,599,146 0
JANA STRATEGIC INVESTMENT FUND V, LP United States 805-9272112041 Hedge Fund 130,619,593 0
JM IV, LP United States 805-8979713200 Hedge Fund 219,006,740 0
JANA MASTER FUND, LTD. Cayman Islands 805-4672174222 Hedge Fund 2,465,682,174 5,000,000 Master Fund
JANA NIRVANA MASTER FUND, L.P. Cayman Islands 805-1079409489 Hedge Fund 1,354,053,363 5,000,000 Master Fund
JANA STRATEGIC INVESTMENT FUND I, LP Cayman Islands 805-3144632218 Hedge Fund 82,525,932 0

WhaleScore history for JANA PARTNERS LLC

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**EXPERIMENTAL** Current International Short Positions

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Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
JANA Partners LLC ASHTEAD GROUP PLC 0.31% 2015-01-27 UK
JANA Partners LLC ASHTEAD GROUP PLC 0.59% 2015-01-23 UK
JANA Partners LLC CASIO COMPUTER CO.,LTD. 0.29% 2016-02-02 Japan
JANA Partners LLC CASIO COMPUTER CO.,LTD. 1.0% 2016-01-21 Japan
JANA Partners LLC CASIO COMPUTER CO.,LTD. 0.6799999999999999% 2016-01-13 Japan
JANA Partners LLC CASIO COMPUTER CO.,LTD. 0.5700000000000001% 2015-12-01 Japan
JANA Partners LLC CASIO COMPUTER CO.,LTD. 0.6799999999999999% 2015-11-27 Japan
JANA Partners LLC CASIO COMPUTER CO.,LTD. 1.15% 2015-11-12 Japan
JANA Partners LLC CASIO COMPUTER CO.,LTD. 0.97% 2015-10-05 Japan
JANA Partners LLC CASIO COMPUTER CO.,LTD. 1.01% 2015-08-20 Japan
JANA Partners LLC CASIO COMPUTER CO.,LTD. 1.79% 2015-08-04 Japan
JANA Partners LLC DIXONS CARPHONE PLC 0.43% 2016-03-21 UK
JANA Partners LLC DIXONS CARPHONE PLC 0.56% 2016-03-01 UK
JANA Partners LLC DIXONS CARPHONE PLC 0.66% 2016-02-26 UK
JANA Partners LLC DIXONS CARPHONE PLC 0.71% 2016-01-22 UK
JANA Partners LLC DIXONS CARPHONE PLC 0.55% 2016-01-20 UK
JANA Partners LLC INTERCONTINENTAL HOTELS GROU 0.36% 2016-02-05 UK
JANA Partners LLC INTERCONTINENTAL HOTELS GROU 0.53% 2016-01-20 UK
JANA Partners LLC INTERCONTINENTAL HOTELS GROU 0.53% 2016-01-20 UK
JANA Partners LLC MICRO FOCUS INTERNATIONAL 0.6% 2017-08-10 UK
JANA Partners LLC MICRO FOCUS INTERNATIONAL 0.6% 2017-08-10 UK
JANA Partners LLC Micro Focus International Plc 0.6% 2017-08-10 UK
JANA Partners LLC Royal Mail Plc 0.52% 2017-09-01 UK
JANA Partners LLC Royal Mail Plc 0.57% 2016-11-25 UK
JANA Partners LLC Royal Mail Plc 0.69% 2016-06-15 UK
JANA Partners LLC Royal Mail Plc 0.74% 2016-05-09 UK
JANA Partners LLC Royal Mail Plc 0.83% 2016-04-06 UK
JANA Partners LLC Royal Mail Plc 0.92% 2016-03-30 UK
JANA Partners LLC Royal Mail Plc 1.03% 2016-01-26 UK
JANA Partners LLC Royal Mail Plc 0.91% 2016-01-22 UK
JANA Partners LLC Royal Mail Plc 0.65% 2016-01-20 UK
JANA Partners LLC Royal Mail Plc 0.54% 2016-01-19 UK

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

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