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JANA Partners Management, LP

CIK 1998597 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

JANA Partners Management, LP reported 10 US-listed holdings worth $1.90 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Mercury Systems Inc. (25.5%), Cooper Companies, Inc. (13.5%) and SPDR S&P 500 (13.5%). Against the quarter before, it opened 0 positions, added to 4, trimmed 4 and sold out of 1.

Reported holdings$1.90B+14.1% on Q1 2026
Positions10-1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
MRCY25.5%COO13.5%SPY13.5%LW12.2%FISV9.4%MKL7.9%ALKT6.4%FUN4.6%P4.1%RPD2.9%

The 10 largest of its 10 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.78 billion in 11 positions$1.78BQ3 24Q4 2024: $1.91 billion in 10 positions$1.91BQ4 24Q1 2025: $1.94 billion in 10 positions$1.94BQ1 25Q2 2025: $1.99 billion in 10 positions$1.99BQ2 25Q3 2025: $2.07 billion in 12 positions$2.07BQ3 25Q4 2025: $1.92 billion in 12 positions$1.92BQ4 25Q1 2026: $1.67 billion in 11 positions$1.67BQ1 26Q2 2026: $1.90 billion in 10 positions$1.90BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Added 4Held 2Trimmed 4Sold out 1
Added: 4Held: 2Trimmed: 4Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 4

  1. Alkami Technology Inc. ALKT+1.3 million shares · +24%
  2. Lamb Weston Holdings, Inc. LW+386,000 shares · +8%
  3. Markel CP Hldg Co. MKL+1,436 shares · +2%
  4. Cooper Companies, Inc. COO+17,322 shares · +0%

Trimmed 4

  1. Fiserv Inc. FISV-773,525 shares · -17%
  2. Mercury Systems Inc. MRCY-148,575 shares · -4%
  3. Everpure, Inc. P-53,100 shares · -5%
  4. SPDR S&P 500 SPY-700 shares · -0%

Sold out of 1

  1. Enhabit Inc. EHAB$29.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Mercury Systems Inc. MRCY3,958,849$484.3 million25.46%-148,575
Cooper Companies, Inc. COO3,582,480$256.9 million13.50%+17,322
SPDR S&P 500 SPY342,965$256.1 million13.46%-700
Lamb Weston Holdings, Inc. LW5,394,635$232.9 million12.25%+386,000
Fiserv Inc. FISV3,662,080$179.6 million9.44%-773,525
Markel CP Hldg Co. MKL76,743$149.9 million7.88%+1,436
Alkami Technology Inc. ALKT6,747,707$122.3 million6.43%+1,316,319
Six Flags Entertainment Corporation FUN4,116,099$87.7 million4.61%no change
Everpure, Inc. P989,196$77.9 million4.10%-53,100
RAPID7 Inc. RPD6,749,936$54.7 million2.87%+6,283
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.