Barry Rosenstein & Scott Ostfeld profile

Jana Partners Llc (Barry Rosenstein & Scott Ostfeld)

Basic Stats

Market Value$1.17B
Top 10 (%)99.63%
Portfolio Size11 (3)
Avg. Holding Period6 years
Turnover45.45%

Industry Breakdown

Grain Mill Products19.59%
Services-prepackaged Software17.34%
Canned, Frozen & Preserved Fruit, Veg & Food Specialties17.24%
Services-medical Laboratories16.22%
Electronic Components & Accessories11.59%
Services-hospitals10.17%
Other5.03%
Services-home Health Care Services2.35%
Services-computer Programming, Data Processing, Etc.0.46%
FRPT(18%)NEWR(17%)THS(17%)LH(16%)MRCY(12%)EHC(10%)$1.17B (100%)Market Value
Company
Ticker
Market Value
% Portfolio
Shares
Change
Chg. Shares
Quarter End Price
% Owned
213.68M
18.29%
4.27M
New Buy
4.27M
$50.09
100.00%
202.55M
17.34%
3.53M
0.02%
814.00
$57.38
5.31%
201.41M
17.24%
4.75M
-7.47%
-383.15K
$42.42
8.48%
189.44M
16.22%
924.94K
9.08%
76.98K
$204.81
1.00%
135.44M
11.59%
3.34M
3.09%
100.12K
$40.60
5.97%
118.82M
10.17%
2.63M
-7.86%
-224.10K
$45.23
2.62%
54.48M
4.66%
152.54K
-63.50%
-265.38K
$357.18
27.50M
2.35%
1.96M
New Buy
1.96M
$14.04
3.95%
15.17M
1.30%
302.90K
New Buy
302.90K
$50.09
100.00%
5.42M
0.46%
933.37K
New Buy
933.37K
$5.81
0.63%
4.30M
0.37%
2.87M
0.88%
25K
$1.50
2.43%
Sold Out
-995.87K
$32.63