JANA Partners

Full Investment Portfolio: Short term investments - 0.03% Money market funds - 1.08% U.S. stocks - 3.82% U.S. pooled funds - 12.98% International pooled funds - 11.32% U.S. Treasury bonds - 1.69% Other Government bonds - 1.73% Agency backed bonds - 0.36% Corporate bonds - 16.73% Mortgage-backed securities - 0.49% Asset-backed securities - 0.36% Pooled funds - 41.42% Real estate - 1.83% Private equity - 6.03% Derivatives in a positive position - 0.19% Founded in 1830, Macy's, Inc. is a retail organization based in the United States that sells apparel and accessories, cosmetics, home furnishings and other consumer goods. The firm’s pension plans provide benefits upon retirement, termination or death based on the member's years of service and final average earnings for a specified period.

CyrusOne provides information technology (IT) infrastructure and services in North America and Europe. It offers data center, managed hosting, colocation, and managed IT services. The company also provides IT infrastructure consulting services, including network design and performance, network security, and fault and performance management services, as well as change control management services. It serves financial services, energy, medical, technology, legal, and call center industries. The company was founded in 2000 and is headquartered in Houston, Texas.

Perspecta is an IT service management company that brings a diverse set of capabilities of healthcare and state and local markets. It also provides a platform, IT Outsourcing services, cloud, and enterprise and cloud applications services in the areas of application modernization. The company offers services for converged mobility and workplace management such as virtual desktop, workplace device services, application services, and mobile enterprise services. Perspecta offerings in mission services, digital transformation and enterprise operations.

Jack in the Box Inc. is a prominent restaurant company that operates and franchises Jack in the Box restaurants, which is one of the largest hamburger chains in the United States, with over 2,200 locations across 21 states. In addition to its flagship brand, the company also operates Qdoba Mexican Grill, a well-known fast-casual dining chain with approximately 600 restaurants in 46 states, the District of Columbia, and Canada. The menu at Jack in the Box features a variety of items, including burgers, tacos, fries, specialty sandwiches, salads, and shakes, with options for customization to meet customer preferences. The company also provides catering and delivery services, enhancing convenience for its patrons. Among its restaurant brands, Jack in the Box is the primary revenue generator for the company.

Blue Apron is a New York-based company that operates a direct-to-consumer platform delivering fresh ingredients and original recipes for home cooking. Founded in 2012, it provides a weekly subscription service that allows customers to select from two flexible meal plans, featuring seasonal ingredients and detailed recipe cards. In addition to meal kits, Blue Apron offers an online marketplace for cooking tools, utensils, pantry items, and wine, which can be paired with its meals. The company's target audience includes college graduates, young couples, families, singles, and empty nesters, and it primarily serves customers in the United States. With a fulfillment center in Linden, New Jersey, Blue Apron aims to simplify meal preparation, helping consumers discover new recipes while saving time and money.