Barry Rosenstein's JANA Partners Shakes Up Portfolio Again
In a bid to stem losses, the sometime activist hedge fund firm unloaded four of its top ten holdings and established 26 new positions.
Stephen Taub
December 17, 2025
Barry Rosenstein, managing partner and co-portfolio manager of JANA Partners LLC, smiles after a Bloomberg Television interview at the 20th Annual Sohn Investment Conference in New York, U.S., on Monday, May 4, 2015. Rosenstein said Qualcomm Inc. should cut costs and alter how management is compensated to unlock shareholder value. Photographer: Andrew Harrer/Bloomberg *** Local Caption *** Barry Rosenstein
Andrew Harrer/Bloomberg
