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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

JANA PARTNERS LLC INSTITUTION : Barry Rosenstein (JANA PARTNERS LLC )
Barry Rosenstein Portfolio (reported on 2021-05-17)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
CONAGRA BRANDS INC    (COM) CAG 408,276,000 10,858,403 27.52%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 290,629,000 1,139,588 19.59%
PERSPECTA INC    (COM) 226,597,000 7,800,242 15.27%
TREEHOUSE FOODS INC    (COM) THS 216,948,000 4,152,910 14.62%
ENCOMPASS HEALTH CORP    (COM) 139,497,000 1,703,260 9.40%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 95,257,000 240,347 6.42%
VONAGE HLDGS CORP    (COM) VG 68,597,000 5,803,478 4.62%
CYRUSONE INC    (COM) CONE 37,338,000 551,365 2.51%
Total Value As 2021-03-31: 1,483,139,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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