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Jana Partners LLC Holdings in 1st Quarter: 13F Alert

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May 16 (Bloomberg) -- The following is an analysis of Jana Partners LLC as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/16/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
El Paso Corp                 EP US        547,945,974   30,441,443   23,367,427
Smurfit-Stone Container Corp SSCC US      200,903,434    5,198,019    1,734,941
Charles River Laboratories   CRL US       168,880,943    4,400,233     -122,341
Williams Cos Inc             WMB US       154,630,631    4,959,289    1,361,181
McGraw-Hill Companies Inc    MHP US       120,668,292    3,062,647    3,062,647
Convergys Corp               CVG US       118,050,774    8,220,806      102,388
Cablevision Systems-NY Grp-A CVC US        97,384,718    2,813,774      944,146
Liberty Media-Starz Series A LSTZA US      93,476,882    1,204,599      770,752
Dollar Thrifty Automotive Gp DTG US        93,056,853    1,394,528    1,394,528
Pfizer Inc                   PFE US        90,171,972    4,439,782    4,439,782
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
McGraw-Hill Companies Inc    MHP US       120,668,292    3,062,647    3,062,647
Dollar Thrifty Automotive Gp DTG US        93,056,853    1,394,528    1,394,528
Pfizer Inc                   PFE US        90,171,972    4,439,782    4,439,782
Kinder Morgan Inc            KMI US        56,420,688    1,903,532    1,903,532
Yamana Gold Inc              AUY US        46,431,166    3,771,825    3,771,825
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
General Motors Co            GM US       -130,143,113            0   -3,530,741
Visa Inc-Class A Shares      V US        -109,570,470            0   -1,556,841
CareFusion Corp              CFN US       -63,965,784            0   -2,488,941
Aeropostale Inc              ARO US       -54,652,998            0   -2,218,060
Madison Square Garden Co-A   MSG US       -29,906,991            0   -1,160,085
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
El Paso Corp                 EP US        450,607,514   30,441,443   23,367,427
Smurfit-Stone Container Corp SSCC US      112,248,637    5,198,019    1,734,941
Williams Cos Inc             WMB US        65,685,401    4,959,289    1,361,181
Liberty Media-Starz Series A LSTZA US      64,634,733    1,204,599      770,752
Cablevision Systems-NY Grp-A CVC US        34,116,506    2,813,774      944,146
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
SPDR Gold Trust              GLD US       -93,863,554      203,531     -678,313
Coca-Cola Enterprises        CCE US       -63,812,411    1,423,136   -2,678,503
LyondellBasell Indu-Cl A     LYB US       -16,542,635    1,836,275     -755,798
Apple Inc                    AAPL US      -12,116,773      236,798      -56,613
Charles River Laboratories   CRL US         8,148,663    4,400,233     -122,341
 
 
SOURCE: SEC 13F-HR 
FILER: Jana Partners LLC 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/16/2011 

To analyze this 13F: {FLNG 137486 1 14<go>} To analyze all 13F's filed, {FLNG<go>}

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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