Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Exited M LPSN, Affirmed increased ZEN holding
Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New positions Highlights from 2022 Q1 filing as compared to Q4 2021:
- Increased positions in: ZEN (to ~3.1 mln shares from ~2.39 mln shares)
- Maintained positions in: CAG (~8.05 mln shares), THS (~5.13 mln shares), EHC (~2.83 mln shares), LH (~0.45 mln shares)
- Closed positions in: M (from ~0.76 mln shares), LPSN (from ~0.46 mln)
- Decreased positions in: MRCY (to ~3.24 mln shares from ~3.56 mln shares), SPY (to ~0.31 mln from ~0.33 mln)