Letters and positions
23 letters by 10 managers whose 13F filings are tracked, naming 21 listed companies. Beside each company, the manager’s reported position in the quarter ending on or before the letter and in the quarter after it.
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
Jana Partners
- JANA Partners' second letter to Lamb Weston's board, on what shareholders told it27 Jan 2025 · Activist letter
LW Lamb Weston · Subject of the letter
- Before the letter
- 31 Dec 2024 (Q4 2024 13F): 7,131,339 shares, reported at $477m.
- After the letter
- 31 Mar 2025 (Q1 2025 13F): 7,985,426 shares, reported at $426m.
854,087 more shares listed at 31 Mar 2025 than at 31 Dec 2024.
- JANA Partners' letter to the Lamb Weston board on its record and a possible sale16 Dec 2024 · Activist letter
LW Lamb Weston · Subject of the letter
- Before the letter
- 30 Sep 2024 (Q3 2024 13F): 3,526,754 shares, reported at $228m.
- After the letter
- 31 Dec 2024 (Q4 2024 13F): 7,131,339 shares, reported at $477m.
3,604,585 more shares listed at 31 Dec 2024 than at 30 Sep 2024.
- JANA Partners' 2017 letter to EQT stockholders opposing the Rice acquisition16 Oct 2017 · Activist letter
EQT EQT Corporation · Subject of the letter
- Before the letter
- 30 Sep 2017 (Q3 2017 13F): 10,257,129 shares, reported at $669m.
- After the letter
- 31 Dec 2017 (Q4 2017 13F): 9,546,678 shares, reported at $543m.
710,451 fewer shares listed at 31 Dec 2017 than at 30 Sep 2017.
How to read this
A letter appears here only when its record names the company. The before figure is the manager’s 13F at the last quarter end on or before the letter’s date; the after figure is the next quarter end. A 13F shows the long US-listed equity book at a quarter end, filed up to 45 days later, and large books are listed to their largest positions. A company that is not among a manager’s listed positions may still be held below that range, through another security, or not at all: the filing cannot say which.