JANA Capital Partners discloses updated portfolio positions in 13F filing: New Positions: BAX, K, MAT, ZTS, MSFT; Closed Positions: AER, EBAY, URI, NCR, HDS
Highlights from 2015 Q3 filing as compared to 2015 Q2 filing:
- New positions in: BAX (~12.6 mln shares), K (~1 mln), MAT (~9.3 mln), ZTS (~3.9 mln), MSFT (~7.7 mln)
- Decreased positions in: GLNG (to ~0.6 mln shares from ~2.6 mln shares), RAX (to ~1.8 mln from ~11 mln), (to ~0 mln from ~0 mln)
- Closed positions in: AER (from ~10.5 mln shares), EBAY (from ~11.5 mln), URI (from ~5.5 mln), NCR (from ~7.7 mln), HDS (from ~12 mln)