JANA Partners Management as of Sept. 30, 2025
Portfolio Holdings for JANA Partners Management
JANA Partners Management holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mercury Computer Systems (MRCY) | 22.3 | $461M | 6.0M | 77.40 | |
| Lamb Weston Hldgs (LW) | 14.1 | $291M | 5.0M | 58.08 | |
| Markel Corporation (MKL) | 13.6 | $282M | 147k | 1911.36 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.5 | $258M | 387k | 666.18 | |
| Cooper Cos (COO) | 8.1 | $167M | 2.4M | 68.56 | |
| Trimble Navigation (TRMB) | 7.4 | $154M | 1.9M | 81.65 | |
| Rapid7 (RPD) | 5.9 | $122M | 6.5M | 18.75 | |
| TreeHouse Foods (THS) | 5.7 | $118M | 5.8M | 20.21 | |
| Six Flags Entertainment Corp (FUN) | 4.5 | $92M | 4.0M | 22.72 | |
| Freshpet (FRPT) | 2.8 | $58M | 1.0M | 55.11 | |
| Alkami Technology (ALKT) | 2.3 | $47M | 1.9M | 24.84 | |
| Enhabit Ord (EHAB) | 0.8 | $17M | 2.1M | 8.01 |
