Jana took new positions in Wolfspeed and QuidelOrtho during Q1

Barry Rosenstein’s Jana Partners disclosed in an SEC filing its holdings as of March 31, 2024. Jana made two new buys in Q1: $134.5M of Wolfspeed (WOLF) and $57.3M of QuidelOrtho (QDEL). The firm also increased positions in SPDR S&P 500 ETF Trust (SPY), FIS (FIS), Trimble (TRMB), Mercury Systems (MRCY) and Frontier Communications (FYBR). Jana decreased its stakes in Freshpet (FRPT) and Enhabit (EHAB). Jana’s top holds as of March 31, in order of size, were SPDR S&P 500 ETF Trust, FIS, Trimble, Frontier Communications and Mercury Systems.