Jana Partners discloses updated portfolio positions in 13F filing: New stake in TMH, SRCL; Boosted stake in PFE; Trimmed stake in LGF; Liquidated stake in VRX, QCOM, AIG
Highlights from 2016 Q1 filing as compared to 2015 Q4 filing:
- New positions in: TMH (~5.9 mln shares), SRCL (~2.4 mln), HDS (~2.9 mln), GOOG (~0.6 mln)
- Increased positions in: PFE (to ~13.5 mln shares from ~9.2 mln shares)
- Decreased positions in: AGN (to ~0.4 mln shares from ~1.2 mln shares), LGF (to ~1.5 mln from ~8.5 mln)
- Closed positions in: WMB (from ~3.8 mln shares), VRX (from ~1.6 mln), TWX (from ~2.7 mln), STRZA (from ~5.4 mln), QCOM (from ~9.2 mln), LBTYA (from ~5.9 mln) BAX (from ~5.7 mln) AIG (from ~4.3 mln)