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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

JANA Partners Management LP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
10
Portfolio value:
$1,902,301,000
Filed:
Aug 14, 2026
CIK:
1998597
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 261 new2 added1 reduced1 exited
≡FISV – FISERV INCReduce 17.44%−773,525−5.97
≡P – EVERPURE INCBuy989,1964.10
≡EHAB 10/21/22 P17.5 – ENHABIT INCSell−2,090,412−1.83
≡ALKT – ALKAMI TECHNOLOGY INCAdd 24.24%1,316,3191.13
≡LW – LAMB WESTON HLDGS INCAdd 7.71%386,000−0.93
Q1 2026filed May 15, 262 added3 reduced2 exited
≡FISV – FISERV INCAdd 97.53%2,190,0857.56
≡THS – TREEHOUSE FOODS INCSell−5,821,337−7.15
≡FRPT – FRESHPET INCSell−557,390−1.77
≡ALKT – ALKAMI TECHNOLOGY INCAdd 10.97%536,723−0.58
Q4 2025filed Feb 17, 261 new2 added3 reduced1 exited
≡FISV – FISERV INCBuy2,245,5207.85
≡TRMB – TRIMBLE INCSell−1,881,399−7.44
≡COO – COOPER COS INCAdd 44.57%1,085,0136.93
≡MKL – MARKEL GROUP INCReduce 44.90%−66,192
Q3 2025filed Nov 14, 253 new1 added4 reduced1 exited
≡COO – COOPER COS INCBuy2,434,6078.08
≡TRMB – TRIMBLE INCReduce 47.87%−1,727,498−6.33
≡LW – LAMB WESTON HLDGS INCReduce 30.75%−2,223,584−4.75
≡FUN – SIX FLAGS ENTERTAINMENT CORPBuy4,049,940
Q2 2025filed Aug 14, 251 new3 added3 reduced1 exited
≡LW – LAMB WESTON HLDGS INCReduce 9.43%−753,207−3.14
≡FIS – FIDELITY NATL INFORMATION SVSell−496,895−1.92
≡WEX – WEX INCBuy164,0291.21
≡THS – TREEHOUSE FOODS INCAdd 18.54%910,387
Q1 2025filed May 15, 252 new3 added1 reduced2 exited
≡MKLCALL – MARKEL GROUP INCSell−177,926−15.11
≡MKL – MARKEL GROUP INCBuy156,02215.06
≡SPY – SPDR S&P 500 ETF TRAdd 25.88%111,0903.23
≡FRPT
Q4 2024filed Feb 14, 252 new4 reduced3 exited
≡LW – LAMB WESTON HLDGS INCBuy7,131,33923.44
≡LWCALL – LAMB WESTON HLDGS INCSell−5,828,754−19.59
≡MKLCALL – MARKEL GROUP INCBuy177,92615.11
≡
Q3 2024filed Nov 14, 241 new3 added2 reduced2 exited
≡LWCALL – LAMB WESTON HLDGS INCBuy5,828,75419.59
≡FYBR – FRONTIER COMMUNICATIONS PAREReduce 59.17%−5,667,520−7.45
≡FIS – FIDELITY NATL INFORMATION SVReduce 49.50%−1,555,686−6.95
≡BL
Q2 2024filed Aug 14, 243 new2 added3 reduced1 exited
≡FRPT – FRESHPET INCSell−1,093,477−6.92
≡RPD – RAPID7 INCBuy2,724,3866.89
≡SPY – SPDR S&P 500 ETF TRReduce 35.52%−241,800−5.49
≡BL – BLACKLINE INCBuy1,154,435
Q1 2024filed May 15, 242 new3 added1 reduced
≡FRPT – FRESHPET INCReduce 60.86%−1,700,477−8.72
≡WOLFSPEED INCBuy4,557,8817.35
≡QDEL – QUIDELORTHO CORPBuy1,195,8003.13
≡SPY – SPDR S&P 500 ETF TRAdd 22.89%126,8002.47
Q4 2023filed Feb 14, 248 new1 exited
≡WOLFSPEED INCSell−936,000−100.00
≡SPY – SPDR S&P 500 ETF TRBuy553,93317.00
≡FRPT – FRESHPET INCBuy2,793,95415.65
≡FYBR – FRONTIER COMMUNICATIONS PAREBuy9,023,47614.76
≡MRCY – MERCURY SYS INCReduce 17.18%−852,057−0.19
≡MKL – MARKEL GROUP INCReduce 7.28%−5,912−0.11
≡SPY – STATE STR SPDR S&P 500 ETF TReduce 12.18%−47,6720.03
−4.56
≡ALKT – ALKAMI TECHNOLOGY INCAdd 158.65%3,002,2523.60
≡MRCY – MERCURY SYS INCReduce 16.78%−1,000,000−3.49
≡FRPT – FRESHPET INCReduce 46.82%−490,746−1.03
4.45
≡MRCY – MERCURY SYS INCReduce 11.76%−793,9324.06
≡SPY – SPDR S&P 500 ETF TRReduce 24.64%−126,416−3.45
≡ALKT – ALKAMI TECHNOLOGY INCBuy1,892,4132.28
≡WEX – WEX INCSell−164,029−1.21
≡RPD – RAPID7 INCAdd 13.48%772,194−0.75
−1.19
≡RPD – RAPID7 INCAdd 39.55%1,623,8581.04
≡TRMB – TRIMBLE INCReduce 8.52%−336,3300.40
≡SPY – SPDR S&P 500 ETF TRReduce 5.05%−27,3000.31
≡FRPT – FRESHPET INCAdd 37.02%272,0000.28
– FRESHPET INC
Buy
734,763
3.16
≡RPD – RAPID7 INCAdd 11.27%415,927−1.68
≡WOLFSPEED INCSell−4,988,216−1.63
≡LW – LAMB WESTON HLDGS INCAdd 11.98%854,087−1.46
≡TRMB – TRIMBLE INCReduce 5.57%−232,861−1.15
FYBR – FRONTIER COMMUNICATIONS PARE
Sell
−3,910,213
−7.21
≡FIS – FIDELITY NATL INFORMATION SVReduce 68.69%−1,090,034−4.93
≡SPY – SPDR S&P 500 ETF TRReduce 10.38%−49,700−1.89
≡WOLFSPEED INCReduce 19.10%−1,177,717−1.47
≡TRMB – TRIMBLE INCReduce 14.40%−702,856−1.21
≡FTRE – FORTREA HLDGS INCSell−692,408−0.72
– BLACKLINE INC
Sell
−1,154,435
−3.27
≡TRMB – TRIMBLE INCAdd 16.84%703,4002.07
≡QDEL – QUIDELORTHO CORPSell−1,026,413−1.99
≡RPD – RAPID7 INCAdd 34.18%931,1540.68
≡SPY – SPDR S&P 500 ETF TRAdd 9.12%40,0300.29
3.27
≡QDEL – QUIDELORTHO CORPReduce 14.17%−169,387−1.14
≡FTRE – FORTREA HLDGS INCBuy690,0000.94
≡WOLFSPEED INCAdd 35.28%1,608,0520.86
≡TRMB – TRIMBLE INCAdd 11.07%416,4690.43
≡FIS – FIDELITY NATL INFORMATION SVReduce 8.61%−296,199−0.09
≡FYBR – FRONTIER COMMUNICATIONS PAREAdd 7.74%698,600−1.74
≡MRCY – MERCURY SYS INCAdd 32.89%1,713,761−1.14
≡
THS – TREEHOUSE FOODS INC
Buy
4,907,689
13.13
≡TRMB – TRIMBLE INCBuy3,760,37112.91
≡FIS – FIDELITY NATL INFORMATION SVBuy3,314,41412.85
≡MRCY – MERCURY SYS INCBuy5,211,13512.30
≡EHAB 10/21/22 P17.5 – ENHABIT INCBuy2,083,7771.39