← JANA PARTNERS LLC
Positions
8
Total value
$1.21B
Top 10 concentration
100.0%
New positions
1
Exited positions· 1 vs. Q1 2021
Holdings · 8
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | CONAGRA BRANDS INC CAG · 205887102 | COM | $292.9M | 24.17% | 8,051,132 | -25.9% |
| 2 | TREEHOUSE FOODS INC THS · 89469A104 | COM | $169.97M | 14.02% | 3,817,868 | -8.1% |
| 3 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $159.62M | 13.17% | 578,659 | -49.2% |
| 4 | ENCOMPASS HEALTH CORP EHC · 29261A100 | COM | $158.33M | 13.06% | 2,029,092 | +19.1% |
| 5 | VONAGE HLDGS CORP VG1EUR · 92886T201 | COM | $141.74M | 11.70% | 9,835,964 | +69.5% |
| 6 | SPDR S&P 500 ETF TR SPY · 78462F103 | TR UNIT | $139.82M | 11.54% | 326,634 | +35.9% |
| 7 | CYRUSONE INC CONE1EUR · 23283R100 | COM | $123.5M | 10.19% | 1,726,782 | +213.2% |
| 8 | CORNERSTONE ONDEMAND INC CSOD · 21925Y103 | COM | $26.05M | 2.15% | 504,938 | New |
Total filing value: $1.21B