← JANA PARTNERS LLC
Positions
8
Total value
$1.48B
Top 10 concentration
100.0%
New positions
0
Exited positions· 4 vs. Q4 2021
Holdings · 8
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ZENDESK INC ZEN1EUR · 98936J101 | COM | $372.77M | 25.13% | 3,098,939 | +29.8% |
| 2 | CONAGRA BRANDS INC CAG · 205887102 | COM | $270.28M | 18.22% | 8,051,132 | — |
| 3 | MERCURY SYS INC MRCY · 589378108 | COM | $208.55M | 14.06% | 3,235,880 | -9.1% |
| 4 | ENCOMPASS HEALTH CORP EHC · 29261A100 | COM | $201.2M | 13.56% | 2,829,371 | -2.2% |
| 5 | TREEHOUSE FOODS INC THS · 89469A104 | COM | $165.53M | 11.16% | 5,131,097 | -0.4% |
| 6 | SPDR S&P 500 ETF TR SPY · 78462F103 | TR UNIT | $140.38M | 9.46% | 310,822 | -6.1% |
| 7 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $119.23M | 8.04% | 452,228 | -2.1% |
| 8 | BLACKSKY TECHNOLOGY INC BKSY · 09263B108 | COM CL A | $5.37M | 0.36% | 2,843,500 | — |
Total filing value: $1.48B