Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New MRCY LPSN positions, Confirms ZEN holding, Increases EHC holding
Highlights from 2021 Q4 filing as compared to Q3 2021:
- New positions in: MRCY (~3.56 mln shares), ZEN (~2.39 mln), LPSN (~0.46 mln)
- Increased positions in: BKSY (to ~2.84 mln shares from ~1 mln shares), EHC (to ~2.89 mln from ~2 mln), SPY (to ~0.33 mln from ~0.14 mln), LH (to ~0.46 mln from ~0.39 mln)
- Maintained positions in: CAG (~8.05 mln shares), THS (~5.15 mln)
- Closed positions in: VG (from ~10.07 mln shares), CONE (from ~1.74 mln), VVV (from ~1.28 mln)
- Decreased positions in: M (to ~0.76 mln shares from ~4.63 mln shares)