Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New FLMN HAIN EXAS positionsHighlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: FLMN (~4.59 mln shares), HAIN (~1.33 mln), EXAS (~1.16 mln), FTCH (~0.39 mln), DLTR (~0.38 mln), SVMK (~0.32 mln)
- Increased positions in: CAG (to ~5.16 mln shares from ~3.76 mln shares), GDX (to ~0.99 mln from ~0.18 mln), FEZ (to ~0.28 mln from ~0.08 mln), XOP (to ~0.1 mln from ~0.08 mln)
- Maintained positions in: TEVA (~2.91 mln shares), EA (~0.66 mln shares), AAPL (~0.28 mln shares)
- Closed positions in: WFC (from ~1.15 mln shares), FB (from ~0.65 mln), ATUS (from ~0.47 mln), RPM (from ~0.37 mln), XLI (from ~0.28 mln), BV (from ~0.25 mln), GSKY (from ~0.19 mln), PRSP (from ~0.15 mln), MGY (from ~0.15 mln)
- Decreased positions in: BSX (to ~1.97 mln shares from ~3.14 mln shares), HDS (to ~6.02 mln from ~6.88 mln), TIF (to ~1.13 mln from ~1.76 mln), ADSK (to ~0.37 mln from ~0.89 mln), DXC (to ~0.2 mln from ~0.64 mln), ZAYO (to ~1.67 mln from ~2.08 mln), A (to ~0.81 mln from ~1.22 mln), ZBH (to ~2.44 mln from ~2.85 mln), MSFT (to ~0.33 mln from ~0.74 mln)