Barry Rosenstein's Jana Partners placed two new bets on defense and aerospace stocks in the second quarter, according to a 13F filing with the U.S. Securities and Exchange Commission .
Among Jana's other notable moves in the second quarter were buying a new position in Leidos Holdings worth $29 million.
Jana lowered its holding in LabCorp nearly 40%, or $55 million, bringing it to roughly $97 million by the quarter's end.
The fund entirely exited a $4 million position in geospatial intelligence stock BlackSky Technology .
Jana managed about $1.3 billion in 13F securities at the end of the second quarter, according to WhaleWisdom.com .
Persons:
Barry Rosenstein's Jana Partners, Jana
Organizations:
U.S . Securities, Exchange Commission, Mercury Systems, Leidos Holdings, U.S ., U.S . Department of Defense, U.S . Department of Homeland Security, Fidelity National Information Services, Technology
Locations:
LabCorp