Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New PRSP position, Exited JACK NEWR
Highlights from 2020 Q2 filing as compared to Q1 2020:
- New positions in: PRSP (~9.36 mln shares)
- Increased positions in: SPY (to ~0.34 mln shares from ~0.24 mln shares)
- Closed positions in: NEWR (from ~0.85 mln shares), JACK (from ~0.81 mln)
- Decreased positions in: AXTA (to ~1.91 mln shares from ~3.51 mln shares), CAG (to ~10.86 mln from ~11.73 mln), ELY (to ~5.66 mln from ~6.49 mln), BLMN (to ~7.35 mln from ~7.99 mln), HDS (to ~1.36 mln from ~1.82 mln), HI (to ~3.32 mln from ~3.66 mln)