JANA Partners Management as of March 31, 2026
Portfolio Holdings for JANA Partners Management
JANA Partners Management holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mercury Computer Systems (MRCY) | 18.6 | $300M | 4.1M | 72.91 | |
| Cooper Cos (COO) | 15.9 | $255M | 3.6M | 71.50 | |
| Fiserv (FISV) | 15.4 | $248M | 4.4M | 55.80 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 13.9 | $224M | 344k | 650.34 | |
| Lamb Weston Hldgs (LW) | 13.2 | $212M | 5.0M | 42.26 | |
| Markel Corporation (MKL) | 9.0 | $144M | 75k | 1914.07 | |
| Alkami Technology (ALKT) | 5.3 | $85M | 5.4M | 15.67 | |
| Six Flags Entertainment Corp (FUN) | 4.5 | $73M | 4.1M | 17.75 | |
| Rapid7 (RPD) | 2.3 | $37M | 6.7M | 5.51 | |
| Enhabit Ord (EHAB) | 1.8 | $30M | 2.1M | 14.09 |
