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 (LH) | 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 (BKSY) | 0.8 | $10M | 1.0M | 10.35 |
