13F-HR 1 p08-0536form13fhr.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: December 31, 2007 ------------------------ 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: 200 Park Avenue, Suite 3300 -------------------------------------------------- New York, New York 10166 -------------------------------------------------- -------------------------------------------------- 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: Charles Penner -------------------------------------------------- Title: General Counsel -------------------------------------------------- Phone: 212 692-7696 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Charles Penner New York, New York February 14, 2008 ------------------------ ---------------------------- ----------------- 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: 76 ------------- Form 13F Information Table Value Total: $4,267,223 ------------- (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 ----------------------------- --------------- --------- -------- -------- --- ---- ---------- -------- ------- -------- ------ ACUITY BRANDS INC COM 00508Y102 9,000 200,000 SH SOLE 200,000 AK STL HLDG CORP COM 001547108 28,034 606,261 SH SOLE 606,261 ALCOA INC COM 013817101 36,550 1,000,000 SH SOLE 1,000,000 ALLEGHENY TECHNOLOGIES INC COM 01741R102 10,368 120,000 SH SOLE 120,000 AMERICAN ITALIAN PASTA CO CL A 027070101 18,394 2,627,723 SH SOLE 2,627,723 ANADARKO PETE CORP COM 032511107 283,236 4,311,709 SH SOLE 4,311,709 ARCADIA RES INC COM 039209101 12,432 15,235,396 SH SOLE 15,235,396 ARMSTRONG WORLD INDS INC NEW COM 04247X102 4,011 100,000 SH SOLE 100,000 AXCAN PHARMA INC COM 054923107 3,853 167,542 SH SOLE 167,542 BEA SYS INC COM 073325102 90,711 5,748,483 SH SOLE 5,748,483 CARRIZO OIL & CO INC COM 144577103 23,455 428,397 SH SOLE 428,397 CISCO SYS INC COM 17275R102 40,605 1,500,000 SH SOLE 1,500,000 CNET NETWORKS INC COM 12613R104 93,844 10,267,347 SH SOLE 10,267,347 COLEMAN CABLE INC COM 193459302 23,625 2,500,000 SH SOLE 2,500,000 COMFORT SYS USA INC COM 199908104 4,345 340,000 SH SOLE 340,000 COMMSCOPE INC COM 203372107 47,437 963,975 SH SOLE 963,975 COMSTOCK RES INC COM NEW 205768203 20,658 607,600 SH SOLE 607,600 CONVERGYS CORP COM 212485106 100,599 6,111,701 SH SOLE 6,111,701 COPART INC COM 217204106 191,072 4,490,540 SH SOLE 4,490,540 COREL CORP NEW COM 21869X103 12,547 1,172,599 SH SOLE 1,172,599 CORRECTIONS CORP AMER NEW COM NEW 22025Y407 104,294 3,534,195 SH SOLE 3,534,195 CSX CORP COM 126408103 290,197 6,598,392 SH SOLE 6,598,392 DAVITA INC COM 23918K108 130,231 2,311,117 SH SOLE 2,311,117 DELTA AIR LINES INC DEL COM NEW 247361702 1,675 112,466 SH SOLE 112,466 EMCOR GROUP INC COM 29084Q100 20,913 885,000 SH SOLE 885,000 EQUITABLE RES INC COM 294549100 119,777 2,248,071 SH SOLE 2,248,071 FOREST LABS INC COM 345838106 66,780 1,832,086 SH SOLE 1,832,086 FOREST OIL CORP COM PAR $0.01 346091705 137,360 2,701,815 SH SOLE 2,701,815 FREEPORT-MCMORAN COPPER & GO COM 35671D857 76,492 746,700 SH SOLE 746,700 GENTEK INC COM NEW 37245X203 12,171 415,807 SH SOLE 415,807 GMX RES INC COM 38011M108 18,712 579,677 SH SOLE 579,677 GOODYEAR TIRE & RUBR CO COM 382550101 14,110 500,000 SH SOLE 500,000 GREAT ATLANTIC & PAC TEA INC COM 390064103 41,967 1,339,522 SH SOLE 1,339,522 GSC ACQUISITION COMPANY UNIT 99/99/9999 40053G205 5,115 500,000 SH SOLE 500,000 HAYNES INTERNATIONAL INC COM NEW 420877201 5,213 75,000 SH SOLE 75,000 HESS CORP COM 42809H107 235,783 2,337,721 SH SOLE 2,337,721 HESS CORP COM 42809H107 10,086 100,000 SH CALL SOLE HOLLY CORP COM PAR $0.01 435758305 17,048 335,000 SH SOLE 335,000 INFOUSA INC NEW COM 456818301 13,553 1,517,668 SH SOLE 1,517,668 INGERSOLL-RAND COMPANY LTD CL A G4776G101 135,810 2,922,537 SH SOLE 2,922,537 INNOPHOS HOLDINGS INC COM 45774N108 6,845 460,000 SH SOLE 460,000 JMP GROUP INC COM 46629U107 1,215 143,333 SH SOLE 143,333 KANSAS CITY SOUTHERN COM NEW 485170302 96,766 2,818,687 SH SOLE 2,818,687 KBR INC COM 48242W106 325,354 8,385,417 SH SOLE 8,385,417 LIBERTY ACQUISITION HLDGS CO UNIT 99/99/9999 53015Y206 32,700 3,000,000 SH SOLE 3,000,000 MACYS INC COM 55616P104 6,468 250,000 SH SOLE 250,000 MAXIMUS INC COM 577933104 42,363 1,097,206 SH SOLE 1,097,206 MERCK & CO INC COM 589331107 137,513 2,366,429 SH SOLE 2,366,429 MIRANT CORP NEW COM 60467R100 234,519 6,016,394 SH SOLE 6,016,394 NBTY INC COM 628782104 11,797 430,544 SH SOLE 430,544 NEWMARKET CORP COM 651587107 11,138 200,000 SH SOLE 200,000 NORTHWEST AIRLS CORP COM 667280408 16,556 1,141,006 SH SOLE 1,141,006 NRG ENERGY INC COM NEW 629377508 112,606 2,598,200 SH SOLE 2,598,200 NUCOR CORP COM 670346105 56,259 950,000 SH SOLE 950,000 OAKTREE CAPITAL MGMT LLC COM Oaktr 10,563 325,000 SH SOLE 325,000 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 102,440 2,000,000 SH CALL SOLE PRG-SCHULTZ INTERNATIONAL IN COM NEW 69357C503 18,211 2,125,000 SH SOLE 2,125,000 QLT INC COM 746927102 15,812 3,577,269 SH SOLE 3,577,269 RCN CORP COM NEW 749361200 15,548 997,300 SH SOLE 997,300 ROWAN COS INC COM 779382100 8,287 210,000 SH SOLE 210,000 SAIC INC COM 78390X101 21,300 1,058,629 SH SOLE 1,058,629 SANDRIDGE ENERGY INC COM 80007P307 4,483 125,000 SH SOLE 125,000 SCIENTIFIC GAMES CORP CL A 80874P109 66,076 1,987,253 SH SOLE 1,987,253 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 8,694 300,000 SH SOLE 300,000 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 22,015 500,000 SH SOLE 500,000 SUPERIOR ESSEX INC COM 86815V105 13,626 567,748 SH SOLE 567,748 TD AMERITRADE HLDG CORP COM 87236Y108 6,903 344,116 SH SOLE 344,116 TEJON RANCH CO DEL COM 879080109 17,910 438,432 SH SOLE 438,432 TRANSFORMA ACQUISITION GROUP *W EXP 12/19/201 89366E118 680 1,000,000 SH SOLE 1,000,000 TRANSFORMA AQUISITION GROUP COM 89366E100 7,600 1,000,000 SH SOLE 1,000,000 TRINITY INDS INC COM 896522109 17,781 640,519 SH SOLE 640,519 ULURU INC COM 90403T100 16,435 6,064,721 SH SOLE 6,064,721 WEBSENSE INC COM 947684106 8,354 492,011 SH SOLE 492,011 WILLIAMS COS INC DEL COM 969457100 163,130 4,559,241 SH SOLE 4,559,241 YAHOO INC COM 984332106 29,075 1,250,000 SH SOLE 1,250,000 ZIMMER HLDGS INC COM 98956P102 88,138 1,332,395 SH SOLE 1,332,395