Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JANA Partners Management, LP (CIK 1998597) reported $1.61B across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MRCY ($299.5M, 18.65%), COO ($254.9M, 15.87%), FISV ($247.5M, 15.41%), SPY ($223.5M, 13.92%), LW ($211.7M, 13.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRCY | MERCURY SYS INC | $299.5M | 18.65% | 4.1M | Trimmed |
| 2 | COO | COOPER COS INC | $254.9M | 15.87% | 3.6M | Added |
| 3 | FISV | FISERV INC | $247.5M | 15.41% | 4.4M | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $223.5M | 13.92% | 343,665 | Trimmed |
| 5 | LW | LAMB WESTON HLDGS INC | $211.7M | 13.18% | 5.0M | Hold |
| 6 | MKL | MARKEL GROUP INC | $144.1M | 8.98% | 75,307 | Trimmed |
| 7 | ALKT | ALKAMI TECHNOLOGY INC | $85.1M | 5.30% | 5.4M | Added |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | $73.1M | 4.55% | 4.1M | Hold |
| 9 | RPD | RAPID7 INC | $37.2M | 2.31% | 6.7M | Hold |
| 10 | EHAB | ENHABIT INC | $29.5M | 1.83% | 2.1M | Hold |
| 11 | FRPT | FRESHPET INC | $0 | 0.00% | 0 | Exited |
| 12 | THS | TREEHOUSE FOODS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31