JANA Partners (Barry Rosenstein)
Famous investors & activistsFiles as JANA Partners Management, LP (SEC CIK 1998597). Portfolio from its latest quarterly 13F-HR filing.
- $1.9B
- Tracked value
- 10
- Positions
- Q2 2026
- Portfolio as of
- Aug 15, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | MRCYMERCURY SYSTEMS INC | 25.5% | ▼ 3.6% | 3,958,849 | $484.29M |
| 2 | COOCOOPER COMPANIES, INC. | 13.5% | ▲ 0.5% | 3,582,480 | $256.9M |
| 3 | SPYSPDR S&P 500 ETF TRUST | 13.5% | ▼ 0.2% | 342,965 | $256.12M |
| 4 | LWLamb Weston Holdings, Inc. | 12.2% | ▲ 7.7% | 5,394,635 | $232.94M |
| 5 | FISVFISERV INC | 9.4% | ▼ 17.4% | 3,662,080 | $179.63M |
| 6 | MKLMARKEL GROUP INC. | 7.9% | ▲ 1.9% | 76,743 | $149.88M |
| 7 | ALKTALKAMI TECHNOLOGY, INC. | 6.4% | ▲ 24.2% | 6,747,707 | $122.27M |
| 8 | FUNSix Flags Entertainment Corporation/NEW | 4.6% | unch. | 4,116,099 | $87.67M |
| 9 | PEverpure, Inc. | 4.1% | ▼ 5.1% | 989,196 | $77.94M |
| 10 | RPDRapid7, Inc. | 2.9% | ▲ 0.1% | 6,749,936 | $54.67M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.