Jana Partners

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

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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
Zendesk (ZEN) 24.2 $373M NEW 3.1M 120.29
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

View all past filings