JANA Partners Management, LP
10 holdingsFiling period: 2026-06-30Current AUM: $1.73Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MRCY | Mercury Sys Inc | 3.96M | $484.3M | $295.1M | 17.08% | -148,575 | 2026-06-30 |
| 2 | COO | Cooper Cos Inc | 3.58M | $256.9M | $211.8M | 12.26% | +17.3K | 2026-06-30 |
| 3 | SPY | State Str Spdr S&P 500 ETF T | 343.0K | $256.1M | $263.8M | 15.27% | -700 | 2026-06-30 |
| 4 | LW | Lamb Weston Hldgs Inc | 5.39M | $232.9M | $290.1M | 16.79% | +386.0K | 2026-06-30 |
| 5 | FISV | Fiserv Inc | 3.66M | $179.6M | $176.7M | 10.23% | -773,525 | 2026-06-30 |
| 6 | MKL | Markel Group Inc | 76.7K | $149.9M | $144.6M | 8.37% | +1.4K | 2026-06-30 |
| 7 | ALKT | Alkami Technology Inc | 6.75M | $122.3M | $98.9M | 5.73% | +1.32M | 2026-06-30 |
| 8 | FUN | Six Flags Entertainment Corp | 4.12M | $87.7M | $32.4M | 1.87% | -- | 2026-06-30 |
| 9 | P | Everpure Inc | 989.2K | $77.9M | $125.2M | 7.24% | -- | 2026-06-30 |
| 10 | RPD | Rapid7 Inc | 6.75M | $54.7M | $89.2M | 5.16% | +6.3K | 2026-06-30 |
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