JANA PARTNERS LLC

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

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Jana Partners is based out of New York. Jana Partners is a hedge fund with 11 clients and discretionary assets under management (AUM) of $1,587,204,611 (Form ADV from 2022-03-30). Their last reported 13F filing for Q1 2022 included $1,483,314,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Jana Partners's largest holding is Zendesk Inc with shares held of 3,098,939. Jana Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 87 13F filings, 182 13D filings, 165 13G filings, and 33 Form 4 filings

03/31/2022

13F Activity

  • Market Value $1.483 Billion
  • Prior Market Value $1.547 Billion
  • New Purchases0 stocks
  • Additional Purchases1 stock
  • Sold out of4 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:50.00%
  • Turnover Alt % [2]: 5.77 %
  • Time Held Top20:8.00 quarters
  • Time Held Top10:6.25 quarters
  • Time Held All:8.00 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.

03/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -15.45%
Performance Last 4 Quarters: -19.96%
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
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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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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

JANA PARTNERS LLC
Classified as Hedge Fund
1330 AVENUE OF THE AMERICAS 31ST FLOOR
NEW YORK NY    10019
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: 20
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: 1,473,330,000
Total Number of Clients: 11
Amount of client funds and securities by related persons: 1,473,320,000
Total Number of clients from related persons: 8
Disclosures:
Data above was derived from SEC filings.

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JANA PARTNERS LLC

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
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
ROSENSTEIN, BARRY, STUART MANAGING PARTNER 04/01/2001 Direct 50 - 75%
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
FANJIANG, JENNIFER PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2019-03-01
HUNTER, RYAN, MATTHEW CHIEF FINANCIAL OFFICER 05/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2021-05-01
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
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
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
BLUE OWL CAPITAL INC. MANAGING MEMBER BLUE OWL CAPITAL GP HOLDINGS LLC 11/01/2021 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NB DYAL ADVISORS LLC SOLE MEMBER indirect 2021-05-01
OWL ROCK CAPITAL ADVISORS LLC SOLE MEMBER indirect 2021-05-01
OWL ROCK CAPITAL PRIVATE FUND ADVISORS LLC SOLE MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC SOLE OWNER indirect 2021-05-01
PLATINUM EQUITY ADVISORS, LLC MANAGING MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC SOLE OWNER indirect 2021-05-01
OWL ROCK DIVERSIFIED ADVISORS LLC SOLE MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC MANAGING MEMBER indirect 2021-05-01
OWL ROCK TECHNOLOGY ADVISORS LLC SOLE MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC SOLE OWNER indirect 2021-05-01
BLUE OWL CAPITAL GP HOLDINGS LLC MANAGING MEMBER BLUE OWL CAPITAL GP LLC 11/01/2021 Indirect 75% or more
Fund Name Position direct/indirect start date end date
OAK STREET REAL ESTATE CAPITAL, LLC GENERAL PARTNER indirect 2021-05-01
OAK STREET REAL ESTATE CAPITAL, LLC SOLE MEMBER indirect 2021-05-01
SCOPIA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2021-11-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2021-11-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2021-11-01
OWL ROCK TECHNOLOGY ADVISORS II LLC SOLE MEMBER indirect 2021-11-01
OWL ROCK CAPITAL ADVISORS LLC SOLE MEMBER indirect 2021-11-01
KPS CAPITAL PARTNERS, LP MANAGING MEMBER indirect 2021-11-01
OAK STREET REAL ESTATE CAPITAL, LLC SOLE MEMBER indirect 2021-11-01
OWL ROCK DIVERSIFIED ADVISORS LLC SOLE MEMBER indirect 2021-11-01
OWL ROCK TECHNOLOGY ADVISORS LLC SOLE MEMBER indirect 2021-11-01
RXR ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2021-11-01
TOWERBROOK CAPITAL PARTNERS L.P. MANAGING MEMBER indirect 2021-11-01
DYAL ADVISORS LLC SOLE MEMBER indirect 2021-11-01
PLATINUM EQUITY ADVISORS, LLC MANAGING MEMBER indirect 2021-11-01
OWL ROCK CAPITAL PRIVATE FUND ADVISORS LLC SOLE MEMBER indirect 2021-11-01
NBSH ACQUISITION LLC MANAGING MEMBER NBSH BLUE INVESTMENTS, LLC 05/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
NEUBERGER BERMAN LLC MEMBER indirect 2009-05-01
NEUBERGER BERMAN MANAGEMENT LLC MEMBER indirect 2009-05-01
NEUBERGER BERMAN MANAGEMENT LLC MEMBER indirect 2009-05-01
MKP CAPITAL MANAGEMENT, L.L.C. MEMBER indirect 2009-05-01
NB ALTERNATIVE INVESTMENT MANAGEMENT LLC MEMBER indirect 2009-05-01
NEUBERGER BERMAN FIXED INCOME LLC MEMBER indirect 2009-05-01
WATERFALL ASSET MANAGEMENT, LLC MEMBER indirect 2009-05-01
NB ALTERNATIVES ADVISERS LLC MEMBER indirect 2009-05-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-05-01
NEUBERGER BERMAN ASIA LIMITED MEMBER indirect 2009-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MEMBER indirect 2009-05-01
ATALAYA CAPITAL MANAGEMENT LP MEMBER indirect 2009-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MEMBER indirect 2009-02-01
NEUBERGER BERMAN EUROPE LIMITED MEMBER indirect 2009-05-01
NEUBERGER BERMAN SINGAPORE PTE. LIMITED MEMBER indirect 2009-05-01
HALCYON CAPITAL MANAGEMENT LP MEMBER indirect 2009-05-01
NEUBERGER BERMAN LOAN ADVISERS LLC MEMBER indirect 2009-05-01
GREEN COURT CAPITAL MANAGEMENT LIMITED MEMBER indirect 2017-04-01
DYAL II OFFSHORE INVESTORS LP MEMBER DYAL U.S. II LLC 12/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC MEMBER indirect 2014-07-01
DYAL GP HOLDINGS LLC GENERAL PARTNER DYAL CAPITAL PARTNERS II GP LLC 02/01/2015 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
DYAL II US INVESTORS LP LIMITED PARTNER DYAL CAPITAL PARTNERS II (A) LP 09/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2014-07-01
DYAL GP HOLDINGS LLC MEMBER DYAL LP HOLDINGS LLC 05/01/2021 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
BLUE OWL CAPITAL GP LLC GENERAL PARTNER BLUE OWL CAPITAL CARRY LP 05/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
NB DYAL ADVISORS LLC MEMBER indirect 2021-05-01
OWL ROCK TECHNOLOGY ADVISORS LLC MEMBER indirect 2021-05-01
PLATINUM EQUITY ADVISORS, LLC GENERAL PARTNER indirect 2021-05-01
OWL ROCK CAPITAL ADVISORS LLC MEMBER indirect 2021-05-01
OWL ROCK CAPITAL PRIVATE FUND ADVISORS LLC MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
OWL ROCK DIVERSIFIED ADVISORS LLC MEMBER indirect 2021-05-01
DYAL CAPITAL PARTNERS II GP LLC GENERAL PARTNER DYAL CAPITAL PARTNERS II (A) LP 05/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC MANAGING MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
BLUE OWL CAPITAL CARRY LP MEMBER DYAL GP HOLDINGS LLC 05/01/2021 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PLATINUM EQUITY ADVISORS, LLC MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC MEMBER indirect 2021-05-01
DYAL CAPITAL PARTNERS II GP LLC GENERAL PARTNER DYAL II US INVESTORS LP 05/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC MANAGING MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
DYAL CAPITAL PARTNERS II GP LLC MANAGING MEMBER DYAL U.S. II LLC 05/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC MANAGING MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
DYAL LP HOLDINGS LLC LIMITED PARTNER DYAL CAPITAL PARTNERS II GP LLC 05/01/2021 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PLATINUM EQUITY ADVISORS, LLC LIMITED PARTNER indirect 2021-05-01
DYAL CAPITAL PARTNERS II GP LLC GENERAL PARTNER DYAL II OFFSHORE INVESTORS LP 05/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC MANAGING MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
WHITEBOX ADVISORS LLC GENERAL PARTNER indirect 2021-05-01
DYAL U.S. II LLC LIMITED PARTNER DYAL CAPITAL PARTNERS II (A) LP 12/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2014-07-01
NBSH BLUE INVESTMENTS, LLC LIMITED PARTNER BLUE OWL CAPITAL CARRY LP 05/01/2021 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NB DYAL ADVISORS LLC MEMBER indirect 2021-05-01
OWL ROCK TECHNOLOGY ADVISORS LLC MEMBER indirect 2021-05-01
PLATINUM EQUITY ADVISORS, LLC LIMITED PARTNER indirect 2021-05-01
OWL ROCK CAPITAL ADVISORS LLC MEMBER indirect 2021-05-01
OWL ROCK CAPITAL PRIVATE FUND ADVISORS LLC MEMBER indirect 2021-05-01
WHITEBOX ADVISORS LLC LIMITED PARTNER indirect 2021-05-01
OWL ROCK DIVERSIFIED ADVISORS LLC MEMBER indirect 2021-05-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JANA STRATEGIC INVESTMENT FUND V, LP United States 805-9272112041 Hedge Fund 130,738,459 0
JM IV, LP United States 805-8979713200 Hedge Fund 302,089,148 0
JSI BENCHMARK SPV I, LP United States 805-8252468498 Hedge Fund 73,365,255 5,000,000
JANA STRATEGIC INVESTMENT FUND VIII, LP United States 805-1183907162 Hedge Fund 50,954,544 0
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. Cayman Islands 805-8882644239 Hedge Fund 804,487,702 5,000,000 Master Fund
JANA SPECIAL SITUATIONS INVESTMENTS II, LLC United States 805-8287254122 Hedge Fund 17,156,329 0
JANA STRATEGIC INVESTMENT FUND IX, LP United States 805-1627983162 Hedge Fund 98,223,008 0
JANA SPECIAL SITUATIONS INVESTMENTS LLC United States 805-5558361174 Hedge Fund 96,722,054 0
JANA STRATEGIC INVESTMENT FUND VI, LP Cayman Islands 805-1515077561 Hedge Fund 13,468,111 0

JANA PARTNERS LLC

ownership team - last updated 2021-06-16
Name Title Start Date Direct/Indirect % Ownership
Fanjiang, Jennifer PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2019-03-01
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
ROSENSTEIN, BARRY, STUART MANAGING PARTNER 04/01/2001 Direct 50 - 75%
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
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
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
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
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
MARSHAL, CRAIG, BRIAN CHIEF FINANCIAL OFFICER 05/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROCKVIEW MANAGEMENT, LLC DIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER direct 2012-02-01
MITTAL, NIKHIL NON-MANAGING MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC PARTNER direct 2012-01-01
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
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
DYAL II OFFSHORE INVESTORS LP MEMBER DYAL U.S. II LLC 12/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC MEMBER indirect 2014-07-01
DYAL II US INVESTORS LP LIMITED PARTNER DYAL CAPITAL PARTNERS II (A) LP 09/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2014-07-01
DYAL OFFSHORE INVESTORS LP MEMBER DYAL U.S. LLC 04/01/2010 Indirect 50 - 75%
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 U.S. LLC LIMITED PARTNER DYAL CAPITAL PARTNERS (A) LP 04/01/2010 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
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 GP HOLDINGS LLC GENERAL PARTNER NB DYAL ASSOCIATES LP 02/01/2010 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
DYAL U.S. II LLC LIMITED PARTNER DYAL CAPITAL PARTNERS II (A) LP 12/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2014-07-01
NB DYAL ASSOCIATES LP MANAGING MEMBER DYAL U.S. LLC 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 GP HOLDINGS LLC GENERAL PARTNER NB DYAL ASSOCIATES II LP 08/01/2013 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 DYAL ASSOCIATES LP GENERAL PARTNER DYAL OFFSHORE INVESTORS 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 GP HOLDINGS LLC MANAGING MEMBER DYAL JAMES GP LLC 04/01/2015 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 DYAL ASSOCIATES LP MANAGING MEMBER DYAL JAMES U.S. LLC 06/01/2015 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
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 ASSOCIATES II LP GENERAL PARTNER DYAL CAPITAL PARTNERS II (A) LP 08/01/2013 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

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. Cayman Islands 805-8882644239 Hedge Fund 454,623,628 10,000,000 Master Fund
JANA SPECIAL SITUATIONS INVESTMENTS LLC United States 805-5558361174 Hedge Fund 107,393,531 0
JANA STRATEGIC INVESTMENT FUND VII, LP Cayman Islands 805-8867408763 Hedge Fund 18,254,319 0
JANA STRATEGIC INVESTMENT FUND VI, LP Cayman Islands 805-1515077561 Hedge Fund 29,314,541 0
JANA STRATEGIC INVESTMENT FUND V, LP United States 805-9272112041 Hedge Fund 139,862,095 0
JM IV, LP United States 805-8979713200 Hedge Fund 351,471,583 0
JSI BENCHMARK SPV I, LP United States 805-8252468498 Hedge Fund 156,502,887 10,000,000
JANA STRATEGIC INVESTMENT FUND VIII, LP United States 805-1183907162 Hedge Fund 41,880,051 0
JANA SPECIAL SITUATIONS INVESTMENTS II, LLC United States 805-8287254122 Hedge Fund 17,607,460 0
JANA STRATEGIC INVESTMENT FUND IX, LP United States 805-1627983162 Hedge Fund 83,935,633 0

JANA PARTNERS LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
Fanjiang, Jennifer PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2019-03-01
ROSENSTEIN, BARRY, STUART MANAGING PARTNER 04/01/2001 Direct 50 - 75%
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
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
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
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
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
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
MARSHAL, CRAIG, BRIAN CHIEF FINANCIAL OFFICER 05/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROCKVIEW MANAGEMENT, LLC DIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER direct 2012-02-01
MITTAL, NIKHIL NON-MANAGING MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC PARTNER direct 2012-01-01
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
DYAL II OFFSHORE INVESTORS LP MEMBER DYAL U.S. II LLC 12/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC MEMBER indirect 2014-07-01
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
DYAL II US INVESTORS LP LIMITED PARTNER DYAL CAPITAL PARTNERS II (A) LP 09/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2014-07-01
DYAL OFFSHORE INVESTORS LP MEMBER DYAL U.S. LLC 04/01/2010 Indirect 50 - 75%
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 U.S. LLC LIMITED PARTNER DYAL CAPITAL PARTNERS (A) LP 04/01/2010 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
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 GP HOLDINGS LLC GENERAL PARTNER NB DYAL ASSOCIATES LP 02/01/2010 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
DYAL U.S. II LLC LIMITED PARTNER DYAL CAPITAL PARTNERS II (A) LP 12/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC LIMITED PARTNER indirect 2014-07-01
NB DYAL ASSOCIATES LP MANAGING MEMBER DYAL U.S. LLC 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 GP HOLDINGS LLC GENERAL PARTNER NB DYAL ASSOCIATES II LP 08/01/2013 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 DYAL ASSOCIATES LP GENERAL PARTNER DYAL OFFSHORE INVESTORS 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 GP HOLDINGS LLC MANAGING MEMBER DYAL JAMES GP LLC 04/01/2015 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 DYAL ASSOCIATES LP MANAGING MEMBER DYAL JAMES U.S. LLC 06/01/2015 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 08/01/2013 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
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

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. Cayman Islands 805-8882644239 Hedge Fund 454,623,628 10,000,000 Master Fund
JANA SPECIAL SITUATIONS INVESTMENTS LLC United States 805-5558361174 Hedge Fund 107,393,531 0
JANA STRATEGIC INVESTMENT FUND VII, LP Cayman Islands 805-8867408763 Hedge Fund 18,254,319 0
JANA STRATEGIC INVESTMENT FUND VI, LP Cayman Islands 805-1515077561 Hedge Fund 29,314,541 0
JANA STRATEGIC INVESTMENT FUND V, LP United States 805-9272112041 Hedge Fund 139,862,095 0
JM IV, LP United States 805-8979713200 Hedge Fund 351,471,583 0
JSI BENCHMARK SPV I, LP United States 805-8252468498 Hedge Fund 156,502,887 10,000,000
JANA STRATEGIC INVESTMENT FUND VIII, LP United States 805-1183907162 Hedge Fund 41,880,051 0
JANA SPECIAL SITUATIONS INVESTMENTS II, LLC United States 805-8287254122 Hedge Fund 17,607,460 0
JANA STRATEGIC INVESTMENT FUND IX, LP United States 805-1627983162 Hedge Fund 83,935,633 0

JANA PARTNERS LLC

ownership team - last updated 2020-02-20
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. Cayman Islands 805-8882644239 Hedge Fund 391,357,409 10,000,000 Master Fund
JANA SPECIAL SITUATIONS INVESTMENTS LLC United States 805-5558361174 Hedge Fund 131,426,355 0
JANA STRATEGIC INVESTMENT FUND VII, LP Cayman Islands 805-8867408763 Hedge Fund 20,711,166 0
JANA STRATEGIC INVESTMENT FUND VI, LP Cayman Islands 805-1515077561 Hedge Fund 30,981,228 0
JANA STRATEGIC INVESTMENT FUND V, LP United States 805-9272112041 Hedge Fund 134,668,863 0
JM IV, LP United States 805-8979713200 Hedge Fund 314,526,438 0
JSI BENCHMARK SPV I, LP United States 805-8252468498 Hedge Fund 121,881,305 10,000,000
JANA STRATEGIC INVESTMENT FUND VIII, LP United States 805-1183907162 Hedge Fund 33,647,619 0
JANA SPECIAL SITUATIONS INVESTMENTS II, LLC United States 805-8287254122 Hedge Fund 19,414,437 0
JANA STRATEGIC INVESTMENT FUND IX, LP United States 805-1627983162 Hedge Fund 75,274,520 0

JANA PARTNERS LLC

ownership team - last updated 2019-05-08
Name Title Start Date Direct/Indirect % Ownership
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
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
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
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
Fanjiang, Jennifer CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2019-03-01
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 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
PENNER, CHARLES, GORDON PARTNER 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
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
MITTAL, NIKHIL NON-MANAGING MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC PARTNER direct 2012-01-01
MARSHAL, CRAIG, BRIAN CHIEF FINANCIAL OFFICER 05/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROCKVIEW MANAGEMENT, LLC DIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER direct 2012-02-01
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
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
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
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
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
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
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
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 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
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
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 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
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
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

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 9,321,345 0
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. Cayman Islands 805-8882644239 Hedge Fund 203,652,002 10,000,000 Master Fund
JANA SPECIAL SITUATIONS INVESTMENTS LLC United States 805-5558361174 Hedge Fund 123,214,399 0
JANA STRATEGIC INVESTMENT FUND VII, LP Cayman Islands 805-8867408763 Hedge Fund 16,479,791 0
JANA STRATEGIC INVESTMENT FUND VI, LP Cayman Islands 805-1515077561 Hedge Fund 25,252,327 0
JANA STRATEGIC INVESTMENT FUND V, LP United States 805-9272112041 Hedge Fund 110,581,408 0
JM IV, LP United States 805-8979713200 Hedge Fund 190,684,868 0
JANA MASTER FUND, LTD. Cayman Islands 805-4672174222 Hedge Fund 1,615,301,142 5,000,000 Master Fund
JANA NIRVANA MASTER FUND, L.P. Cayman Islands 805-1079409489 Hedge Fund 46,584,362 5,000,000 Master Fund
JSI BENCHMARK SPV I, LP United States 805-8252468498 Hedge Fund 80,359,006 10,000,000
JANA STRATEGIC INVESTMENT FUND VIII, LP United States 805-1183907162 Hedge Fund 30,219,692 0

JANA PARTNERS LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
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
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
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
Fanjiang, Jennifer CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2019-03-01
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
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
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
PENNER, CHARLES, GORDON PARTNER 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
MITTAL, NIKHIL NON-MANAGING MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC PARTNER direct 2012-01-01
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
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
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
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
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
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
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 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
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 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
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 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
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
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

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 9,321,345 0
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. Cayman Islands 805-8882644239 Hedge Fund 203,652,002 10,000,000 Master Fund
JANA SPECIAL SITUATIONS INVESTMENTS LLC United States 805-5558361174 Hedge Fund 123,214,399 0
JANA STRATEGIC INVESTMENT FUND VII, LP Cayman Islands 805-8867408763 Hedge Fund 16,479,791 0
JANA STRATEGIC INVESTMENT FUND VI, LP Cayman Islands 805-1515077561 Hedge Fund 25,252,327 0
JANA STRATEGIC INVESTMENT FUND V, LP United States 805-9272112041 Hedge Fund 110,581,408 0
JM IV, LP United States 805-8979713200 Hedge Fund 190,684,868 0
JANA MASTER FUND, LTD. Cayman Islands 805-4672174222 Hedge Fund 1,615,301,142 5,000,000 Master Fund
JANA NIRVANA MASTER FUND, L.P. Cayman Islands 805-1079409489 Hedge Fund 46,584,362 5,000,000 Master Fund
JSI BENCHMARK SPV I, LP United States 805-8252468498 Hedge Fund 80,359,006 10,000,000
JANA STRATEGIC INVESTMENT FUND VIII, LP United States 805-1183907162 Hedge Fund 30,219,692 0

JANA PARTNERS LLC

ownership team - last updated 2018-05-08
Name Title Start Date Direct/Indirect % Ownership
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
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
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 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
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
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
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
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
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
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
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
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
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
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 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
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
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 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
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 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
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 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
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
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

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

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

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 CNH INDUSTRIAL NV 0.47% 2016-01-19 Italy
JANA Partners LLC CNH INDUSTRIAL NV 0.54% 2016-01-14 Italy
JANA Partners LLC CNH INDUSTRIAL NV 0.64% 2015-10-29 Italy
JANA Partners LLC CNH INDUSTRIAL NV 0.5% 2015-10-27 Italy
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

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