Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New FRPT (affirmed) EHAB MNTV positions, Exits CAG
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: FRPT (~4.27 mln shares), EHAB (~1.96 mln), MNTV (~0.93 mln)
- Increased positions in: MRCY (to ~3.34 mln shares from ~3.24 mln shares), LH (to ~0.92 mln from ~0.85 mln)
- Maintained positions in: NEWR (~3.53 mln shares
- Closed positions in: CAG (from ~1 mln shares)
- Decreased positions in: THS (to ~4.75 mln shares from ~5.13 mln shares), SPY (to ~0.15 mln from ~0.42 mln), EHC (to ~2.63 mln from ~2.85 mln)