Latest statistics and disclosures from Jana Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ZEN, CAG, MRCY, EHC, THS, and represent 79.05% of Jana Partners's stock portfolio.
- Added to shares of these 7 stocks: ZEN (+$373M), MRCY (+$169M), SPY (+$76M), EHC (+$59M), NEWR (+$58M), LH (+$18M), BKSY.
- Started 2 new stock positions in NEWR, ZEN.
- Reduced shares in these 5 stocks: , , , VVV (-$40M), THS.
- Sold out of its positions in Cyrusone, M, VVV, VG.
- Jana Partners was a net buyer of stock by $313M.
- Jana Partners has $1.5B in assets under management (AUM), dropping by 20.49%.
- Central Index Key (CIK): 0001159159
Tip: Access up to 7 years of quarterly data
Positions held by Jana Partners consolidated in one spreadsheet with up to 7 years of dataDownload as csv Download as Excel
Portfolio Holdings for Jana Partners
Companies in the Jana Partners portfolio as of the March 2022 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|ConAgra Foods (CAG)||17.5||$270M||8.1M||33.57|
|Mercury Computer Systems (MRCY)||13.5||$209M||+423%||3.2M||64.45|
|Encompass Health Corp (EHC)||13.1||$201M||+41%||2.8M||71.11|
|TreeHouse Foods (THS)||10.7||$166M||5.1M||32.26|
|Spdr S&p 500 Etf Tr Tr Unit (SPY)||9.1||$140M||+117%||311k||451.64|
|Laboratory Corp Amer Hldgs Com New (LH)||7.7||$119M||+17%||452k||263.66|
|New Relic (NEWR)||3.8||$58M||NEW||867k||66.88|
|Blacksky Technology Com Cl A (BKSY)||0.3||$5.4M||+184%||2.8M||1.89|
Past Filings by Jana Partners
SEC 13F filings are viewable for Jana Partners going back to 2010
- Jana Partners 2022 Q1 amended filed June 10, 2022
- Jana Partners 2022 Q1 filed May 16, 2022
- Jana Partners 2021 Q3 amended filed Dec. 27, 2021
- Jana Partners 2021 Q3 filed Nov. 15, 2021
- Jana Partners 2021 Q2 filed Aug. 16, 2021
- Jana Partners 2021 Q1 filed May 17, 2021
- Jana Partners 2020 Q4 filed Feb. 16, 2021
- Jana Partners 2020 Q3 filed Nov. 16, 2020
- Jana Partners 2020 Q2 filed Aug. 14, 2020
- Jana Partners 2020 Q1 amended filed June 12, 2020
- Jana Partners 2020 Q1 filed May 15, 2020
- Jana Partners 2019 Q4 filed Feb. 14, 2020
- Jana Partners 2019 Q3 filed Nov. 14, 2019
- Jana Partners 2019 Q2 filed Aug. 14, 2019
- Jana Partners 2019 Q1 filed May 15, 2019
- Jana Partners 2018 Q4 filed Feb. 14, 2019