EHAB - Jana Partners adds stakes in Momentive Freshpet Enhabit in Q3 exits Conagra

November, 14 2022 02:01 PM Enhabit Inc.

Activist investor Jana Partners took new stakes in Momentive Global ( NASDAQ: MNTV ), with 933K shares, Freshpet ( NASDAQ: FRPT ), with 4.27M shares, and health and hospice services provider Enhabit ( NYSE: EHAB ), with 1.96M shares, in Q3 2022. It exited its Conagra ( NYSE: CAG ) investment, according to the hedge fund's latest 13F filing submitted Monday.
In September, the fund confirmed that it held a 9.6% stake in Freshpet ( FRPT ) and said it intended to hold talks with the company's management regarding its costs and operational capabilities.
The company reduced its stakes in SPDR S&P 500 ETF ( NYSEARCA: SPY ) to ~153K shares from ~418K shares at June 30, 2022 and in Treehouse Foods ( NYSE: THS ) to ~4.75M shares from 5.13M at June 30, 2022.
The firm increased its holdings in Mercury Systems ( NASDAQ: MRCY ) to 3.34M shares from 3.24M shares and in Laboratory Corp. of American Holdings ( NYSE: LH ) to 925K shares from 848K shares.
Earlier, activist Jana takes stake in SurveyMonkey parent Momentive Global ( MNTV ).

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