JANA Partners 13F holdings, Q4 2002
Holdings as of December 31, 2002 · filings on SEC EDGAR · latest filing →
JANA Partners disclosed 25 US equity positions worth $117.9m in its Q4 2002 13F filing. The largest position was NOVOSTE CORP at 8.6% of the reported book, followed by CENDANT CORP and MOORE CORP LTD.
What did JANA Partners own in Q4 2002? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NOVOSTE CORP | 8.6% | $10.1m | 1,397,879 | – | ||
| 2 | CENDANT CORP | 7.2% | $8.5m | 814,995 | – | ||
| 3 | MOORE CORP LTD | 7.1% | $8.4m | 925,990 | – | ||
| 4 | WASHINGTON GROUP INTERNATIONAL INC | 6.8% | $8.0m | 502,086 | – | ||
| 5 | TENET HEALTHCARE CORP | 6.4% | $7.5m | 458,235 | – | ||
| 6 | ROTECH HEALTHCARE INC | 5.8% | $6.8m | 407,600 | – | ||
| 7 | TYCO INTERNATIONAL LTD NEW CONV DEBT | 5.6% | $6.6m | 9,219,000 | – | ||
| 8 | RWT REDWOOD TRUST INC | Real Estate | 5.6% | $6.6m | 237,476 | – | |
| 9 | LIBERTY MEDIA CORP | 5.3% | $6.2m | 694,999 | – | ||
| 10 | DANKA BUSINESS SYSTEMS PLC | 4.9% | $5.7m | 1,351,830 | – | ||
| 11 | TYCO INTERNATIONAL LTD | 4.4% | $5.2m | 305,491 | – | ||
| 12 | CIT GROUP INC | 4.2% | $5.0m | 254,575 | – | ||
| 13 | XEROX CAPITAL TRUST I 8 CORP BOND | 3.9% | $4.6m | 8,203,000 | – | ||
| 14 | MIDD MIDDLEBY CORP | Industrials | 3.6% | $4.3m | 403,644 | – | |
| 15 | COBRA ELECTRONICS CORP | 3.6% | $4.2m | 646,887 | – | ||
| 16 | CORNELL CORRECTIONS INC | 3.1% | $3.7m | 407,662 | – | ||
| 17 | GEMSTAR TV GUIDE INTERNATIONAL INC | 2.6% | $3.1m | 959,748 | – | ||
| 18 | PCG PG&E CORP | Utilities | 2.4% | $2.8m | 203,800 | – | |
| 19 | RADIOLOGIX INC | 2.0% | $2.3m | 998,206 | – | ||
| 20 | NPO ENPRO INDUSTRIES INC | Industrials | 1.9% | $2.2m | 547,448 | – | |
| 21 | LONGS DRUG STORES CORP | 1.8% | $2.2m | 103,870 | – | ||
| 22 | SAH SONIC AUTOMOTIVE INC | Consumer Cyclical | 1.6% | $1.8m | 123,027 | – | |
| 23 | JPS INDUSTRIES INC | 1.4% | $1.6m | 454,929 | – | ||
| 24 | NEOMAGIC CORP | 0.2% | $269.0k | 248,749 | – | ||
| 25 | ABG ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 0.1% | $103.0k | 12,197 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.