Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New LDOS position, Increased MRCY FRPT FIS THS EHAB, Exited BKSY
Highlights from Q2 2023 filing as compared to Q1 2023:
- New positions in: LDOS (~0.32 mln shares)
- Increased positions in: MRCY (to ~4.4 mln shares from ~2.0 mln shares), FRPT (to ~4.3 mln from ~4.0 mln), FIS (to ~3.7 mln from ~3.5 mln), THS (affirmed -- slightly increased to ~4.754 mln from ~4.748 mln), EHAB (to ~2.47 mln from ~2.43 mln)
- Maintained positions in: NEWR (~3.2 mln shares)
- Closed positions in: BKSY (from ~2.9 mln shares)
- Decreased positions in: LH (to ~0.4 mln shares from ~0.66 mln shares)