本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
JANA Partners Management, LP (CIK 1998597) reported $1.90B across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MRCY ($484.3M, 25.46%), COO ($256.9M, 13.50%), SPY ($256.1M, 13.46%), LW ($232.9M, 12.25%), FISV ($179.6M, 9.44%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30