Jana Partners 13-F: New stake in FISV; Raises COO and Exits TRMB
Importance
Level 1
- New: Fiserv (FISV).
- Raises: Cooper Companies (COO), Alkami Technology (ALKT), Rapid7 (RPD), Six Flags (FUN).
- Cuts: Markel Group (MKL), Mercury Systems (MRCY), Freshpet (FRPT), Enhabit (EHAB).
- Exits: Trimble (TRMB).
- Top: Mercury Systems (MRCY), Cooper Companies (COO), Lamb Weston (LW), Markel Group (MKL.
#FISERV INC#FISV.US#MERCURY SYSTEMS INC#MRCY.US#TRIMBLE NAVIGATION LTD#TRMB.US#COOPER COS INC/THE#COO.US#MARKEL CORP#MKL.US#CEDAR FAIR LP#FUN.US#EQUITIES#ASIAN SESSION#US SESSION#FRPT.US#PACKAGED FOODS & MEATS#HEALTH CARE SUPPLIES#TRANSACTION & PAYMENT PROCESSING SERVICES#ELECTRONIC EQUIPMENT & INSTRUMENTS#FOOD PRODUCTS#HEALTH CARE EQUIPMENT & SUPPLIES#FINANCIAL SERVICES (GROUP)#ELECTRONIC EQUIPMENT, INSTRUMENTS & COMPONENTS#FOOD, BEVERAGE & TOBACCO#HEALTH CARE EQUIPMENT & SERVICES (GROUP)#FINANCIAL SERVICES#TECHNOLOGY HARDWARE & EQUIPMENT#S&P 500 INDEX#COOPER COMPANIES INC#COO#LAMB WESTON HOLDINGS INC#LW#TRIMBLE INC#TRMB#US EQUITIES