Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New ELY AXTA positions
Highlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: ELY (~8.67 mln shares), AXTA (~5.85 mln)
- Increased positions in: JACK (slightly increased to ~0.94 mln shares from ~0.93 mln shares), ZBH (slightly increased to ~1.87 mln from ~1.86 mln)
- Maintained positions in: CAG (~14.96 mln shares), HDS (~2.74 mln)
- Decreased positions in: FLMN (to ~0.47 mln shares from ~0.68 mln shares), SPY (to ~0.19 mln from ~0.3 mln)