Jana Partners discloses updated portfolio positions in 13F filing: New position in URI, STRZA, LGF; increased stake in CSC, AMAT; decreased stake in SVU, VRX; closed position in PETM, SCTY
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: URI (~5.6 mln shares), STRZA (~5.6 mln), BKD (~8.7 mln), LGF (~6 mln), PF (~4.9 mln)
- Increased positions in: CSC (to ~7.5 mln shares from ~2.8 mln shares), AMAT (to ~1 mln from ~0.4 mln)
- Decreased positions in: SVU (to ~12.4 mln shares from ~30.2 mln shares), VRX (to ~1.6 mln from ~4.3 mln)
- Closed positions in: PETM (from ~9.7 mln shares), SCTY (from ~5.2 mln), AIG (from ~6.6 mln), CHTR (from ~2.4 mln)