← JANA PARTNERS LLC
Positions
12
Total value
$1.55B
Top 10 concentration
98.6%
New positions
11
Holdings · 12
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | CONAGRA BRANDS INC CAG · 205887102 | COM | $274.95M | 17.78% | 8,051,132 | New |
| 2 | ZENDESK INC ZEN1EUR · 98936J101 | COM | $248.95M | 16.10% | 2,387,100 | New |
| 3 | TREEHOUSE FOODS INC THS · 89469A104 | COM | $208.87M | 13.51% | 5,153,415 | New |
| 4 | MERCURY SYS INC MRCY · 589378108 | COM | $195.94M | 12.67% | 3,558,662 | +475.5% |
| 5 | ENCOMPASS HEALTH CORP EHC · 29261A100 | COM | $188.88M | 12.21% | 2,894,280 | New |
| 6 | SPDR S&P 500 ETF TR SPY · 78462F103 | TR UNIT | $157.29M | 10.17% | 331,155 | New |
| 7 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $145.12M | 9.38% | 461,844 | New |
| 8 | ZENDESK INC 98936J101 · Call | COM | $68.1M | 4.40% | 653,000 | New |
| 9 | MACYS INC M · 55616P104 | COM | $19.92M | 1.29% | 760,780 | New |
| 10 | LIVEPERSON INC LPSNUSD · 538146101 | COM | $16.27M | 1.05% | 455,423 | New |
| 11 | BLACKSKY TECHNOLOGY INC BKSY · 09263B108 | COM CL A | $12.77M | 0.83% | 2,843,500 | New |
| 12 | MERCURY SYS INC 589378108 · Call | COM | $9.54M | 0.62% | 173,300 | New |
Total filing value: $1.55B