Jana Partners Llc Buys Macy's Inc, Treehouse Foods Inc, Valvoline Inc, Sells S&P 500 ETF TRUST ETF, Laboratory Corp of America Holdings,

• New Purchases: M, VVV, BKSY,
• Added Positions: THS, VG,
• Reduced Positions: SPY, LH, EHC,
• Sold Out: CSOD,

For the details of Jana Partners's stock buys and sells, go to https://www.gurufocus.com/guru/jana+partners/current-portfolio/portfolio

1. Conagra Brands Inc (CAG) - 8,051,132 shares, 21.82% of the total portfolio.
2. Treehouse Foods Inc (THS) - 5,156,863 shares, 16.45% of the total portfolio. Shares added by 35.07%
3. Vonage Holdings Corp (VG) - 10,070,660 shares, 12.99% of the total portfolio. Shares added by 2.39%
4. Encompass Health Corp (EHC) - 2,001,897 shares, 12.02% of the total portfolio. Shares reduced by 1.34%
5. CyrusOne Inc (CONE) - 1,737,683 shares, 10.76% of the total portfolio. Shares added by 0.63%

Jana Partners Llc initiated holding in Macy's Inc. The purchase prices were between $16.11 and $25.11, with an estimated average price of $20. The stock is now traded at around $30.460000. The impact to a portfolio due to this purchase was 8.36%. The holding were 4,625,766 shares as of 2021-09-30.

Jana Partners Llc initiated holding in Valvoline Inc. The purchase prices were between $29.76 and $32.76, with an estimated average price of $31.05. The stock is now traded at around $35.160000. The impact to a portfolio due to this purchase was 3.18%. The holding were 1,275,406 shares as of 2021-09-30.

Jana Partners Llc initiated holding in BlackSky Technology Inc. The purchase prices were between $10 and $12.8, with an estimated average price of $10.95. The stock is now traded at around $8.850000. The impact to a portfolio due to this purchase was 0.83%. The holding were 1,000,000 shares as of 2021-09-30.

Jana Partners Llc added to a holding in Treehouse Foods Inc by 35.07%. The purchase prices were between $34.48 and $46.53, with an estimated average price of $40.91. The stock is now traded at around $36.270000. The impact to a portfolio due to this purchase was 4.27%. The holding were 5,156,863 shares as of 2021-09-30.

Jana Partners Llc sold out a holding in . The sale prices were between $47.48 and $57.32, with an estimated average price of $54.26.

Jana Partners Llc reduced to a holding in S&P 500 ETF TRUST ETF by 56.24%. The sale prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $467.270000. The impact to a portfolio due to this sale was -6.49%. Jana Partners Llc still held 142,934 shares as of 2021-09-30.

Jana Partners Llc reduced to a holding in Laboratory Corp of America Holdings by 33.4%. The sale prices were between $274.82 and $308.34, with an estimated average price of $293.32. The stock is now traded at around $297.230000. The impact to a portfolio due to this sale was -4.4%. Jana Partners Llc still held 385,369 shares as of 2021-09-30.