13F-HR 1 p10-1302form13fhr.txt JANA PARTNERS LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2010 ------------------------ Check here if Amendment [ ]; Amendment Number: ----- This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: JANA PARTNERS LLC -------------------------------------------------- Address: 767 Fifth Avenue, 8th Floor -------------------------------------------------- New York, New York 10153 -------------------------------------------------- -------------------------------------------------- Form 13F File Number: 028-10328 ------------------ The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jennifer Fanjiang -------------------------------------------------- Title: Deputy General Counsel -------------------------------------------------- Phone: 212 455-0900 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Jennifer Fanjiang New York, New York May 14, 2010 ------------------------ ------------------------------ --------------- Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Report Summary: Number of Other Included Managers: 0 ------------- Form 13F Information Table Entry Total: 51 ------------- Form 13F Information Table Value Total: $1,740,787 ------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE

FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ARCADIA RES INC COM 039209101 6,528 25,298,102 SH SOLE 25,298,102 0 0 ASSOCIATED BANC CORP COM 045487105 10,320 749,997 SH SOLE 699,510 50,487 0 BOISE INC COM 09746Y105 18,850 3,075,031 SH SOLE 2,860,461 214,570 0 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 34,786 6,092,078 SH SOLE 5,750,239 341,839 0 CARTER INC COM 146229109 32,955 1,093,019 SH SOLE 1,017,250 75,769 0 CF INDS HLDGS INC COM 125269100 19,773 216,854 SH SOLE 201,841 15,013 0 CHARMING SHOPPES INC COM 161133103 9,071 1,661,406 SH SOLE 1,545,795 115,611 0 CIT GROUP INC COM NEW 125581801 23,060 591,901 SH SOLE 591,901 0 0 COCA COLA ENTERPRISES INC COM 191219104 90,863 3,284,997 SH SOLE 3,095,291 189,706 0 COLEMAN CABLE INC COM 193459302 1,028 207,679 SH SOLE 207,679 0 0 COMCAST CORP NEW CL A SPL 20030N200 78,369 4,361,092 SH SOLE 4,130,683 230,409 0 CONVERGYS CORP COM 212485106 99,532 8,118,418 SH SOLE 8,118,418 0 0 COPART INC COM 217204106 23,686 665,342 SH SOLE 622,930 42,412 0 DOMTAR CORP COM NEW 257559203 16,652 258,529 SH SOLE 240,627 17,902 0 EBAY INC COM 278642103 83,629 3,101,121 SH SOLE 2,927,493 173,628 0 ENSCO INTL PLC SPONSORED ADR 29358Q109 77,305 1,726,336 SH SOLE 1,632,140 94,196 0 FIRST NIAGARA FINL GP INC COM 33582V108 46,453 3,264,425 SH SOLE 3,076,083 188,342 0 FORD MTR CO DEL COM PAR $0.01 345370860 28,220 2,245,000 SH SOLE 2,087,712 157,288 0 HILLTOP HOLDINGS INC COM 432748101 15,291 1,301,326 SH SOLE 1,247,646 53,680 0 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 50,966 2,128,022 SH SOLE 1,965,087 162,935 0 IBERIABANK CORP COM 450828108 6,087 101,426 SH SOLE 94,403 7,023 0 IMMUCOR INC COM 452526106 66,321 2,962,093 SH SOLE 2,803,757 158,336 0 JDA SOFTWARE GROUP INC COM 46612K108 9,844 353,857 SH SOLE 329,354 24,503 0 KAR AUCTION SVCS INC COM 48238T109 12,048 800,000 SH SOLE 743,911 56,089 0 KRAFT FOODS INC CL A 50075N104 20,991 694,159 SH SOLE 645,958 48,201 0 LEAR CORP COM NEW 521865204 12,703 160,082 SH SOLE 160,082 0 0 LIBERTY MEDIA CORP NEW LIB STAR COM A 53071M708 44,864 820,632 SH SOLE 784,232 36,400 0 LIVE NATION ENTERTAINMENT IN COM 538034109 14,500 1,000,000 SH SOLE 929,909 70,091 0 MASSEY ENERGY CORP COM 576206106 18,535 354,456 SH SOLE 329,945 24,511 0 MCDERMOTT INTL INC COM 580037109 27,222 1,011,235 SH SOLE 940,935 70,300 0 MDS INC COM 55269P302 7,412 913,991 SH SOLE 850,841 63,150 0 METLIFE INC COM 59156R108 71,195 1,642,709 SH SOLE 1,544,944 97,765 0 NORTHWEST BANCSHARES INC MD COM 667340103 21,111 1,799,743 SH SOLE 1,691,226 108,517 0 OLD NATL BANCORP IND COM 680033107 10,355 866,569 SH SOLE 806,352 60,217 0 PEPSICO INC COM 713448108 18,900 285,670 SH SOLE 265,888 19,782 0 PFIZER INC COM 717081103 86,753 5,058,479 SH SOLE 4,767,627 290,852 0 PINNACLE ENTMT INC COM 723456109 23,610 2,423,977 SH SOLE 2,255,470 168,507 0 PRGX GLOBAL INC COM NEW 69357C503 7,568 1,289,281 SH SOLE 1,211,196 78,085 0 QUESTAR CORP COM 748356102 73,381 1,698,630 SH SOLE 1,605,760 92,870 0 RETAIL OPPORTUNITY INVTS COR COM 76131N101 24,040 2,375,526 SH SOLE 2,251,927 123,599 0 RITE AID CORP COM 767754104 11,570 7,713,612 SH SOLE 7,324,417 389,195 0 SAIC INC COM 78390X101 18,762 1,060,000 SH SOLE 985,735 74,265 0 SPDR GOLD TRUST GOLD SHS 78463V107 165,212 1,516,400 SH CALL SOLE 1,427,800 88,600 0 SUPERMEDIA INC COM 868447103 522 12,840 SH SOLE 0 12,840 0 TEMPLE INLAND INC COM 879868107 26,334 1,288,978 SH SOLE 1,222,427 66,551 0 TRANSATLANTIC HLDGS INC COM 893521104 45,196 855,986 SH SOLE 796,473 59,513 0 TRIUMPH GROUP INC NEW COM 896818101 11,065 157,870 SH SOLE 146,809 11,061 0 TRUSTMARK CORP COM 898402102 10,631 435,180 SH SOLE 405,668 29,512 0 UMPQUA HLDGS CORP COM 904214103 2,105 158,711 SH SOLE 147,989 10,722 0 VIASAT INC COM 92552V100 7,850 226,807 SH SOLE 211,119 15,688 0 XEROX CORP COM 984121103 96,763 9,924,427 SH SOLE 9,340,137 584,290 0