Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Confirms new FYBR position, Exited LH LDOS
Highlights from Q3 2023 filing as compared to Q2 2023:
- New positions in: FYBR (~8.28 mln shares)
- Increased positions in: MRCY (to ~4.7 mln shares from ~4.4 mln shares), THS (to ~4.9 mln from ~4.75 mln), SPY (to ~0.3 mln from ~0.2 mln), FIS (to ~3.74 mln from ~3.69 mln)
- Closed positions in: LH (from ~0.4 mln shares), LDOS (from ~0.3 mln)
- Decreased positions in: FRPT (to ~3.3 mln shares from ~4.3 mln shares), EHAB (to ~1.8 mln from ~2.5 mln)