Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New BLMN TEVA CMCSA positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: BLMN (~7.93 mln shares), TEVA (~3.58 mln), CMCSA (~2.13 mln), EVHC (~1.66 mln), PTC (~1.42 mln), SYNH (~1.32 mln), GM (~1.31 mln), IQV (~0.83 mln), FB (~0.47 mln), NOC (~0.28 mln)
- Increased positions in: FDC (to ~13.3 mln shares from ~10.07 mln shares), DHI (to ~1.08 mln from ~0.14 mln), PF (to ~1.42 mln from ~1.15 mln)
- Maintained positions in: HDS (~9.09 mln shares
- Closed positions in: DXC (from ~2.09 mln shares), UHS (from ~1.89 mln), AABA (from ~1.54 mln), SEM (from ~0.94 mln), CRM (from ~0.94 mln), NUVA (from ~0.77 mln), AXTA (from ~0.76 mln)
- Decreased positions in: P (to ~8.56 mln shares from ~16.32 mln shares), LBRDK (to ~1.02 mln from ~4.39 mln), ZAYO (to ~2.27 mln from ~4.18 mln), DWDP (to ~1.15 mln from ~2.9 mln), MOH (to ~0.89 mln from ~2.13 mln), FWONK (to ~2.38 mln from ~3.45 mln), ZBH (to ~3.85 mln from ~4.66 mln), JACK (to ~1.09 mln from ~1.32 mln) EQT (to ~9.55 mln from ~10.26 mln)