The third quarter 13F filing from Jana partners shows that the hedge fund purchased shares in 14 new stocks and increased its position in eight others. It also sold out of 13 stocks and reduced its position in 12 stocks.
Currently the five largest stocks are, Agrium Inc. (USA) (NYSE:AGU), Liberty Media Corp (NASDAQ:LMCA), Coca-Cola Enterprises Inc (NYSE:CCE), The McGraw-Hill Companies, Inc. (NYSE:MHP) and Coventry Health Care, Inc. (NYSE:CVH).
Adds And Increases
Jana Partners’ new purchases for the third quarter include Priceline.com Inc (NASDAQ:PCLN), Pentair, Ltd. Registered Share (NYSE:PNR), Dollar General Corp (NYSE:DG) and Michael Kors Holdings Ltd (NYSE:KORS).
The firm increased its holdings in Aetna (NYSE:AET) and American International Group, Inc. (NYSE:AIG).
Sell-Offs And Reductions
Jana Partners sold all of its shares of AOL, Inc. (NYSE:AOL), Energizer Holdings, Inc. (NYSE:ENR) and Phillips 66 (NYSE:PSX).
The firm reduced its holdings in Kinder Morgan Inc (NYSE:KMI), Netflix, Inc. (NASDAQ:NFLX) and Barnes & Noble, Inc. (NYSE:BKS).
