Manager
JANA Partners Management, LP
All 13F filings
This quarter’s activity
2026 Q1 vs 2026 Q1 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | MERCURY SYS INC | +4,107,424 | +18.65 pp |
| New | COOPER COS INC | +3,565,158 | +15.87 pp |
| New | FISERV INC | +4,435,605 | +15.41 pp |
| New | STATE STR SPDR S&P 500 ETF T | +343,665 | +13.92 pp |
| New | LAMB WESTON HLDGS INC | +5,008,635 | +13.18 pp |
| New | MARKEL GROUP INC | +75,307 | +8.98 pp |
| New | ALKAMI TECHNOLOGY INC | +5,431,388 | +5.30 pp |
| New | SIX FLAGS ENTERTAINMENT CORP | +4,116,099 | +4.55 pp |
| Exit | EVERPURE INC | -1,042,296 | -100.00 pp |
| New | RAPID7 INC | +6,743,653 | +2.31 pp |
| New | ENHABIT INC | +2,090,412 | +1.83 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000090266426002957 | Q1 2026 | 1 | 61,537,156 | NEW HOLDINGS | 6/30/2026 | JANA Partners Management, LP |
| 000090266426002515 | Q1 2026 | 10 | 1,605,976,760 | 13F-HR | 5/15/2026 | JANA Partners Management, LP |
| 000090266426001069 | Q4 2025 | 12 | 1,921,781,130 | 13F-HR | 2/17/2026 | JANA Partners Management, LP |
| 000090266425005066 | Q3 2025 | 12 | 2,065,490,788 | 13F-HR | 11/14/2025 | JANA Partners Management, LP |
| 000090266425003587 | Q2 2025 | 10 | 1,991,086,576 | 13F-HR | 8/14/2025 | JANA Partners Management, LP |
| 000090266425002348 | Q1 2025 | 10 | 1,936,600,795 | 13F-HR | 5/15/2025 | JANA Partners Management, LP |
| 000090266425001058 | Q4 2024 | 11 | 2,033,102,865 | 13F-HR | 2/14/2025 | JANA Partners Management, LP |
| 000090266424006510 | Q3 2024 | 12 | 1,926,416,563 | 13F-HR | 11/14/2024 | JANA Partners Management, LP |