JANA Partners Management, LP activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
1
Add
5
Reduce
3
Exit
1
10 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| PSTG | New | 0% to 4.1% | $78M | Q1→Q2 |
| Enhabit | Exit | 1.8% to 0% | $29M | Q1→Q2 |
| COO | Add | 15.9% to 13.5% | +0.5% sh | Q1→Q2 |
| ALKT | Add | 5.3% to 6.4% | +24.2% sh | Q1→Q2 |
| MKL | Add | 9.0% to 7.9% | +1.9% sh | Q1→Q2 |
| LW | Add | 13.2% to 12.3% | +7.7% sh | Q1→Q2 |
| RPD | Add | 2.3% to 2.9% | +0.1% sh | Q1→Q2 |
| MRCY | Reduce | 18.7% to 25.5% | −3.6% sh | Q1→Q2 |
| FISV | Reduce | 15.4% to 9.4% | −17.4% sh | Q1→Q2 |
| SPY | Reduce | 13.9% to 13.5% | −0.2% sh | Q1→Q2 |