Barry Rosenstein’s Jana Partners disclosed in an SEC filing its holdings as of June 30, 2023. The fund made one new purchase during Q2, buying 324,930 shares of Leidos (LDOS). Jana firm exited one position during Q2, selling 2.88M shares of BlackSky Technology (BSKY). The fund increased its stake in five holdings: Mercury Systems (MRCY), Freshpet (FRPT), FIS (FIS), TreeHouse Foods (THS) and Enhabit (EHAB). Jana decreased its stake in two holdings: Labcorp (LH) and SPDR S&P 500 ETF Trust (SPY). Jana’s top holdings as of June 30, in order of size, were Freshpet, TreeHouse, New Relic (NEWR), FIS and Mercury Systems.
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