JANA Partners Management as of June 30, 2025
Portfolio Holdings for JANA Partners Management
JANA Partners Management holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 18.8 | $375M | 7.2M | 51.85 | |
| Mercury Computer Systems (MRCY) | 18.3 | $364M | 6.8M | 53.86 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.9 | $317M | 513k | 617.85 | |
| Markel Corporation (MKL) | 15.2 | $303M | 151k | 1997.36 | |
| Trimble Navigation (TRMB) | 13.8 | $274M | 3.6M | 75.98 | |
| Rapid7 (RPD) | 6.7 | $133M | 5.7M | 23.13 | |
| TreeHouse Foods (THS) | 5.7 | $113M | 5.8M | 19.42 | |
| Freshpet (FRPT) | 3.4 | $68M | 1.0M | 67.96 | |
| Wright Express (WEX) | 1.2 | $24M | 164k | 146.89 | |
| Enhabit Ord (EHAB) | 1.0 | $21M | 2.1M | 9.64 |
