JANA Partners Management, LP
10 holdingsFiling period: 2026-03-31Current AUM: $1.82Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MRCY | MERCURY SYS INC | 4.11M | $299.5M | $398.8M | 21.89% | -852,057 | 2026-03-31 |
| 2 | COO | COOPER COS INC | 3.57M | $254.9M | $257.8M | 14.15% | +45.5K | 2026-03-31 |
| 3 | FISV | FISERV INC | 4.44M | $247.5M | $239.3M | 13.13% | +2.19M | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 343.7K | $223.5M | $256.7M | 14.09% | -47,672 | 2026-03-31 |
| 5 | LW | LAMB WESTON HLDGS INC | 5.01M | $211.7M | $263.2M | 14.44% | -- | 2026-03-31 |
| 6 | MKL | MARKEL GROUP INC | 75.3K | $144.1M | $141.8M | 7.78% | -5,912 | 2026-03-31 |
| 7 | ALKT | ALKAMI TECHNOLOGY INC | 5.43M | $85.1M | $98.7M | 5.42% | +536.7K | 2026-03-31 |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | 4.12M | $73.1M | $71.3M | 3.91% | -- | 2026-03-31 |
| 9 | RPD | RAPID7 INC | 6.74M | $37.2M | $65.1M | 3.57% | -- | 2026-03-31 |
| 10 | EHAB | ENHABIT INC | 2.09M | $29.5M | $29.5M | 1.62% | -- | 2026-03-31 |
← Scroll →