Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New WMGI positions, Cut AXTA BLMN ELY ZBH holdings
Highlights from 2019 Q4 filing as compared to Q3 2019:
- New positions in: WMGI (~0.65 mln shares)
- Increased positions in: SPY (to ~0.36 mln shares from ~0.22 mln shares)
- Maintained positions in: CAG (~14.96 mln shares), HDS (~2 mln)
- Closed positions in: INST (from ~0.33 mln shares)
- Decreased positions in: AXTA (to ~1.59 mln shares from ~4 mln shares), BLMN (to ~6.4 mln from ~7.82 mln), ELY (to ~7.86 mln from ~8.67 mln), ZBH (to ~0.35 mln from ~0.8 mln), JACK (to ~0.67 mln from ~0.79 mln