Jana Partners discloses updated portfolio positions in 13F filing
Highlights from 2014 Q3 filing as compared to 2014 Q2 filing:
- New positions in: DG (~8.1 mln shares), RAX (~7.0 mln), SDRL (~4 mln), ACM (~3.2 mln), MCD call options (~1.0 mln)
- Increased positions in: EBAY (to ~18.4 mln shares from ~1.0 mln shares), HTZ (to ~22.4 mln shares from ~5.9 mln shares)
- Decreased positions in: APA (to ~3.4 mln shares from ~10.0 mln shares)
- Closed positions in: SUNE (from ~10.4 mln shares), MNK (from ~5.7 mln), CBS call options (~4.3 mln), OIS (~2.6 mln)