Jana Partners Management
Activist Investor
$1.7B 13F equity value
13 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MRCY | MERCURY SYS INC | 4,107,424 | $299M | 18.0% |
| COO | COOPER COS INC | 3,565,158 | $255M | 15.3% |
| FISV | FISERV INC | 4,435,605 | $248M | 14.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 343,665 | $223M | 13.4% |
| LW | LAMB WESTON HLDGS INC | 5,008,635 | $212M | 12.7% |
| MKL | MARKEL GROUP INC | 75,307 | $144M | 8.6% |
| ALKT | ALKAMI TECHNOLOGY INC | 5,431,388 | $85M | 5.1% |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 4,116,099 | $73M | 4.4% |
| P | EVERPURE INC | 1,042,296 | $62M | 3.7% |
| RPD | RAPID7 INC | 6,743,653 | $37M | 2.2% |
Track Jana Partners Management's 13F portfolio: $1.7B in reported holdings, 13 positions. Top holdings and quarterly changes on SentiSense.