Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Affirms new TRMB position
Highlights from Q4 2023 filing as compared to Q3 2023 (all amounts are approximate):
- New positions in: TRMB (3.76 mln shares)
- Increased positions in: FYBR (to 9.02 mln shares from 8.28 mln shares), MRCY (affirms increased to 5.21 mln from 4.71 mln), EHAB (to 2.08 mln from 1.83 mln), SPY (to 0.55 mln from 0.31 mln)
- Maintained positions in: THS (4.91 mln shares)
- Decreased positions in: FRPT (affirms lowered to 2.79 mln shares from 3.25 mln shares), FIS (to 3.31 mln from 3.74 mln)