JANA Partners takes stake in Fidelity National, exits stake in Momentive Global

JANA Partners disclosed in an SEC filing its holdings as of December 31, 2022. JANA’s one new buy during the fourth quarter was Fidelity National Information Services (FIS). JANA exited one position during the quarter, Momentive Global (MNTV). JANA increased its stake in two holdings, including BlackSky Technology (BKSY). JANA reduced its stake in six holdings, including by size of previous position, New Relic (NEWR), Laboratory Corp. of America (LH), Mercury Systems (MRCY), and Freshpet (FRPT). JANA’s top holdings as of December 31, 2022, in order of size, were TreeHouse Foods (THS). Freshpet, New Relic, Laboratory Corp. of America, and Fidelity National Information Services.