Barry Rosenstein’s Jana Partners disclosed in a regulatory filing its holdings as of March 31, 2020. Jana made two new buys during the first quarter: it bought 3.66M shares of Hillenbrand (HI) and 846,872 shares of New Relic (NEWR). The fund exited two positions in the quarter, selling 350,000 shares of Zimmer Biomet (ZBH) and 648,445 shares of Wright Medical Group (WMGI). Jana increased its stake in three positions, buying more of Axalta Coating (AXTA), Jack in the Box (JACK) and Bloomin’ Brands (BLMN). The fund reduced its stake in four holdings: Conagra Brands (CAG), Callaway Golf (ELY), SPDR S&P 500 ETF Trust (SPY) and HD Supply Holdings (HDS). Jana’s top holdings as of March 31, in order of size, were Conagra Brands, Hillenbrand, Callaway Golf, SPDR S&P 500 ETF Trust and Axalta.
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