Barry Rosenstein’s Jana Partners disclosed in an SEC filing its holdings as of December 31, 2023. Jana made a new buy in Trimble (TRMB) during the quarter worth $200.1M. The firm exited one position during the quarter, selling 936,000 shares of Wolfspeed (WOLF). The fund increased its stake in four holdings: SPDR S&P 500 ETF Trust (SPY), Frontier Communications (FYBR), Mercury Systems (MRCY) and Enhabit (EHAB). Jana reduced its stake in two holdings: FIS (FIS) and Freshpet (FRPT). Jana’s top holdings as of December 31, in order of size, were SPDR S&P 500 ETF Trust, Freshpet, Frontier Communications, TreeHouse Foods (THS) and Trimble.
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