Jana Partners as of Sept. 30, 2021
Portfolio Holdings for Jana Partners
Jana Partners holds 10 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
ConAgra Foods (CAG) | 21.8 | $273M | 8.1M | 33.87 | |
TreeHouse Foods (THS) | 16.5 | $206M | 5.2M | 39.88 | |
Vonage Holdings | 13.0 | $162M | 10M | 16.12 | |
Encompass Health Corp (EHC) | 12.0 | $150M | 2.0M | 75.04 | |
Cyrusone | 10.8 | $135M | 1.7M | 77.41 | |
Laboratory Corp Amer Hldgs Com New | 8.7 | $109M | 385k | 281.44 | |
Macy's (M) | 8.4 | $105M | 4.6M | 22.60 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.9 | $61M | 143k | 429.14 | |
Valvoline Inc Common (VVV) | 3.2 | $40M | 1.3M | 31.18 | |
Blacksky Technology Com Cl A | 0.8 | $10M | 1.0M | 10.35 |