Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New CSOD position, Increased VG CONE EHC holdings
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: CSOD (~0.5 mln shares)
- Increased positions in: VG (to ~9.84 mln shares from ~5.8 mln shares), CONE (to ~1.73 mln from ~0.55 mln), EHC (to ~2.03 mln from ~1.7 mln), SPY (to ~0.33 mln from ~0.24 mln)
- Decreased positions in: CAG (to ~8.05 mln shares from ~10.86 mln shares), LH (to ~0.58 mln from ~1.14 mln), THS (to ~3.82 mln from ~4.15 mln)