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mapperlab
JANA PARTNERS LLC
13F-HR

Q1 2021

Period Mar 31, 2021Filed May 17, 2021View on EDGAR ↗
Compare vs4 quarters back (Q1 2020)
Positions
8
Total value
$1.48B
Top 10 concentration
100.0%
New positions
7

Holdings · 8

#Class
1CONAGRA BRANDS INC
CAG · 205887102
COM$408.28M27.53%10,858,403New
2
LABORATORY CORP AMER HLDGS
50540R409
COM NEW$290.63M19.60%1,139,588New
3PERSPECTA INC
PRSP · 715347100
COM$226.6M15.28%7,800,242+83.5%
4TREEHOUSE FOODS INC
THS · 89469A104
COM$216.95M14.63%4,152,910New
5ENCOMPASS HEALTH CORP
EHC · 29261A100
COM$139.5M9.41%1,703,260New
6SPDR S&P 500 ETF TR
SPY · 78462F103
TR UNIT$95.26M6.42%240,347New
7VONAGE HLDGS CORP
VG1EUR · 92886T201
COM$68.6M4.63%5,803,478New
8CYRUSONE INC
CONE1EUR · 23283R100
COM$37.34M2.52%551,365New
Total filing value: $1.48B