JANA Partners Management as of Dec. 31, 2025
Portfolio Holdings for JANA Partners Management
JANA Partners Management holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mercury Computer Systems (MRCY) | 18.8 | $362M | 5.0M | 73.01 | |
| Cooper Cos (COO) | 15.0 | $289M | 3.5M | 81.96 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.9 | $267M | 391k | 681.92 | |
| Lamb Weston Hldgs (LW) | 10.9 | $210M | 5.0M | 41.89 | |
| Markel Corporation (MKL) | 9.1 | $175M | 81k | 2149.65 | |
| Fiserv (FI) | 7.8 | $151M | 2.2M | 67.17 | |
| TreeHouse Foods (THS) | 7.1 | $137M | 5.8M | 23.59 | |
| Alkami Technology (ALKT) | 5.9 | $113M | 4.9M | 23.07 | |
| Rapid7 (RPD) | 5.3 | $103M | 6.7M | 15.20 | |
| Six Flags Entertainment Corp (FUN) | 3.3 | $63M | 4.1M | 15.34 | |
| Freshpet (FRPT) | 1.8 | $34M | 557k | 60.93 | |
| Enhabit Ord (EHAB) | 1.0 | $19M | 2.1M | 9.22 |
