Jana Partners discloses updated portfolio positions in 13F filing: New position in CSC, GLNG, SCTY; increased stake in HTZ, VRX; cut stake in AIG, CHTR, ACT; closed position in AMGN, GRPN
Highlights from 2014 Q4 filing as compared to 2014 Q3 filing:
- New positions in: CSC (~2.8 mln shares), GLNG (~3 mln), NCR (~12 mln), SCTY (~5.2 mln)
- Increased positions in: HTZ (to ~38.3 mln shares from ~22.4 mln shares), VRX (to ~4.3 mln from ~1.3 mln)
- Decreased positions in: AIG (to ~6.6 mln shares from ~11.7 mln shares), CHTR (to ~2.4 mln from ~3.6 mln), ACT (to ~1.7 mln from ~2.5 mln)
- Closed positions in: AMGN (from ~2.8 mln shares), GRPN (from ~51.7 mln), SDRL (from ~4 mln), CSTM (from ~4.6 mln), CAM (from ~8.7 mln)