Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Affirms new NEWR position, lowered CAG holding
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: NEWR (~3.53 mln shares)
- Increased positions in: LH (to ~0.85 mln shares from ~0.45 mln shares), SPY (to ~0.42 mln from ~0.31 mln)
- Maintained positions in: THS (~5.13 mln shares), MRCY (~3.24 mln shares), EHC (~2.85 mln shares)
- Closed positions in: ZEN (from ~3.1 mln shares)
- Decreased positions in: CAG (to ~1 mln shares from ~8.05 mln shares)