Jana made new buy Freshpet top holding in Q3, also bought Momentive

Barry Rosenstein’s Jana Partners disclosed in an SEC filing its holdings as of September 30, 2022. Jana made three new buys during the quarter, including 4.27M shares of Freshpet (FRPT) and 933,366 shares of Momentive Global (MNTV). The firm exited one position during the quarter, Conagra Brands (CAG). Jana increased its stake in four holdings: New Relic (NEWR), BlackSky (BKSY), Laboratory Corp. of America (LH) am Mercury Systems (MRCY). The fund reduced its stake in three holdings, including SPDR S&P 500 ETF Trust (SPY) and TreeHouse Foods (THS). Jana’s top holdings as of September 30, in order of size, were Freshpet, New Relic, TreeHouse, Laboratory Corp. of America, and Mercury Systems.