Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New EHC BCO positions, Exited HI AXTA
Highlights from 2020 Q3 filing as compared to Q2 2020:
- New positions in: EHC (~1.74 mln shares), NEWR (~0.55 mln), BCO (~0.5 mln)
- Increased positions in: PRSP (affirms increased holding to ~12.8 mln shares from ~9.36 mln shares), SPY (to ~0.36 mln from ~0.34 mln)
- Maintained positions in: CAG (~10.86 mln shares
- Closed positions in: HI (from ~3.32 mln shares), AXTA (from ~1.91 mln)
- Decreased positions in: ELY (to ~2.94 mln shares from ~5.66 mln shares), BLMN (affirms lowered holding to ~5.7 mln from ~7.35 mln), HDS (affirms lowered holding to ~1.14 mln from ~1.36 mln)