Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Confirms new VG CONE positions
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: VG (~5.8 mln shares), CONE (~0.55 mln)
- Increased positions in: THS (to ~4.15 mln shares from ~2.03 mln shares), LH (to ~1.14 mln from ~0.81 mln)
- Maintained positions in: CAG (~10.86 mln shares
- Closed positions in: BLMN (from ~4 mln shares), TGNA (from ~1.7 mln), NEWR (from ~0.35 mln), GRA (from ~0.31 mln)
- Decreased positions in: EHC (to ~1.7 mln shares from ~2.59 mln shares), SPY (to ~0.24 mln from ~0.28 mln