Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New TGNA LH positions, affirms new THS holding
Highlights from 2020 Q4 filing as compared to Q3 2020:
- New positions in: THS (~2.03 mln shares), TGNA (~1.7 mln), LH (~0.81 mln), GRA (~0.31 mln)
- Increased positions in: PRSP (to ~15.29 mln shares from ~12.8 mln shares), EHC (to ~2.59 mln from ~1.74 mln)
- Maintained position in: CAG (~10.86 mln shares)
- Closed positions in: ELY (from ~2.94 mln shares) BCO (from ~0.5 mln)
- Decreased positions in: BLMN (affirms lowered holding to ~4 mln shares from ~5.7 mln shares), NEWR (to ~0.35 mln from ~0.55 mln)