Manager activity
JANA Partners Management, LP
This quarter’s activity: 2026 Q1 vs 2026 Q1 · filed 5/15/2026 · Full comparison · All filings
New · 10
Exit · 1
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | MERCURY SYS INC | +4,107,424 | New | +18.65 pp | 5/15/2026 |
| New | COOPER COS INC | +3,565,158 | New | +15.87 pp | 5/15/2026 |
| New | FISERV INC | +4,435,605 | New | +15.41 pp | 5/15/2026 |
| New | STATE STR SPDR S&P 500 ETF T | +343,665 | New | +13.92 pp | 5/15/2026 |
| New | LAMB WESTON HLDGS INC | +5,008,635 | New | +13.18 pp | 5/15/2026 |
| New | MARKEL GROUP INC | +75,307 | New | +8.98 pp | 5/15/2026 |
| New | ALKAMI TECHNOLOGY INC | +5,431,388 | New | +5.30 pp | 5/15/2026 |
| New | SIX FLAGS ENTERTAINMENT CORP | +4,116,099 | New | +4.55 pp | 5/15/2026 |
| Exit | EVERPURE INC | -1,042,296 | Exit | -100.00 pp | 5/15/2026 |
| New | RAPID7 INC | +6,743,653 | New | +2.31 pp | 5/15/2026 |
| New | ENHABIT INC | +2,090,412 | New | +1.83 pp | 5/15/2026 |