Jana Partners LLC

New Leidos position and exited Blacksky Technology in Q2 2023.

$1.3B in this filing9 positionstop 10 = 100%

Holdings are from Jun 30, 2023, not today. Filed Aug 14, 2023. Next filing due ~Nov 14, 2023 - a fund that has since had a bad quarter will not show it here until then.

Spot holdings9 positions - $1.3B

• 1FFRPTFreshpet Inc21.09%
  $282.3M - 4.3M shares+275K
• 2TTHSTreehouse Foods Inc17.90%
  $239.5M - 4.8M shares+6K
• 3NNew Relic Inc15.71%
  $210.2M - 3.2M shares-

#	Stock	% of bucket	Value	Shares	Change	At filing	Now	Market cap	P/E
1	FFRPTFreshpet Inc	21.09%	$282.3M	4.3M	+275K	$65.81	$72.76 +10.6%	$3.5B	18.9
2	TTHSTreehouse Foods Inc	17.90%	$239.5M	4.8M	+6K	$50.38	-	-	-
3	NNew Relic Inc	15.71%	$210.2M	3.2M	-	$65.44	-	-	-