JANA Partners Management, LP 13F Holdings · Q2 2026
JANA Partners Management, LP reported 10 securities worth $1.90B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MRCY (25.46%), COO (13.50%), SPY (13.46%). Among its top 25 positions this quarter: 5 added, 4 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRCY | MERCURY SYS INC | $484.3M | 25.46% | 4.0M | Trimmed |
| 2 | COO | COOPER COS INC | $256.9M | 13.50% | 3.6M | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $256.1M | 13.46% | 342,965 | Trimmed |
| 4 | LW | LAMB WESTON HLDGS INC | $232.9M | 12.25% | 5.4M | Added |
| 5 | FISV | FISERV INC | $179.6M | 9.44% | 3.7M | Trimmed |
| 6 | MKL | MARKEL GROUP INC | $149.9M | 7.88% | 76,743 | Added |
| 7 | ALKT | ALKAMI TECHNOLOGY INC | $122.3M | 6.43% | 6.7M | Added |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | $87.7M | 4.61% | 4.1M | Hold |
| 9 | P | EVERPURE INC | $77.9M | 4.10% | 989,196 | Trimmed |
| 10 | RPD | RAPID7 INC | $54.7M | 2.87% | 6.7M | Added |
| 11 | EHAB | ENHABIT INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR