JANA Partners Management, LP 13F Holdings

CIK 0001998597 · New York, NY

As of Sep 30, 2025, JANA Partners Management, LP reported 12 positions worth $2.1B in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
MERCURY SYSTEMS INCMRCYIndustrials5,959,481$461.3M22.33%
LAMB WESTON HOLDINGS INCLWConsumer Defensive5,008,635$290.9M14.08%
MARKEL GROUP INCMKLFinancial Services147,411$281.8M13.64%
SPDR S&P 500 ETF TRUSTSPY—386,637$257.6M12.47%
COOPER COMPANIES INCCOOHealthcare2,434,607 66.9M8.08%
TRIMBLE INCTRMBTechnology1,881,399 53.6M7.44%
RAPID7 INCRPDTechnology6,502,108 21.9M5.90%
TREEHOUSE FOODS INCTHSConsumer Defensive5,821,337 17.6M5.70%
SIX FLAGS ENTERTAINMENT CORPORATIONFUNConsumer Cyclical4,049,940$92.0M4.45%
FRESHPET INCFRPTConsumer Defensive1,048,136$57.8M2.80%
ALKAMI TECHNOLOGY INCALKTTechnology1,892,413$47.0M2.28%
ENHABIT INCEHABHealthcare2,137,145 7.1M0.83%