Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Affirms new RPD holding and new BL FTRE positions, Added to WOLF TRMB THS, Exited FRPT
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: RPD (2.72 mln shares), BL (1.15 mln), FTRE (0.69 mln)
- Increased positions in: WOLF (to 6.17 mln shares from 4.56 mln shares), TRMB (to 4.18 mln from 3.76 mln), THS (to 4.91 mln from 4.91 mln)
- Maintained positions in: MRCY (6.92 mln shares) EHAB (2.08 mln shares)
- Closed positions in: FRPT (from 1.09 mln shares)
- Decreased positions in: FIS (to 3.14 mln shares from 3.44 mln shares), SPY (to 0.44 mln from 0.68 mln), QDEL (to 1.03 mln from 1.2 mln) FYBR (to 9.58 mln from 9.72 mln)