Jana Partners LLC
- SEC CIK
- 0001159159
- Latest filing
- Aug 14, 2023
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 8
- No 13F data for Q4 2020
- Portfolio value
- $1.48B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CAGConagra Brands Inc. | Stock | 10,858,403 | $408.3M | 27.5% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 1,139,588 | $290.6M | 19.6% | – | – | History |
| Perspecta Inc715347100 | COM | 7,800,242 | $226.6M | 15.3% | – | – | – |
| THSTreeHouse Foods, Inc. | COM | 4,152,910 | $216.9M | 14.6% | – | – | History |
| EHCEncompass Health Corp | COM | 1,703,260 | $139.5M | 9.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 240,347 | $95.3M | 6.4% | – | – | History |
| Vonage Holdings Corp92886T201 | COM | 5,803,478 | $68.6M | 4.6% | – | – | – |
| CONECyrusOne Holdco LLC | COM | 551,365 | $37.3M | 2.5% | – | – | History |