Jana Partners Management, Lp Top Holdings and 13F Report (2026) About Jana Partners Management, LpInvestment ActivityJana Partners Management, Lp has $1.90 billion in total holdings as of June 30, 2026.Jana Partners Management, Lp owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 95.90% of the portfolio was purchased this quarter.About 0.22% of the portfolio was sold this quarter.This quarter, Jana Partners Management, Lp has purchased 1 new stock and bought additional shares in 0 stocks.Jana Partners Management, Lp sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Mercury Systems $484,285,998COOPER COS INC $256,899,641SPDR S&P 500 ETF Trust $256,115,973Lamb Weston $232,940,339FISERV INC $179,625,024 Largest New Holdings this Quarter 589378108 - Mercury Systems $484,285,998 Holding216648501 - COOPER COS INC $256,899,641 Holding78462F103 - SPDR S&P 500 ETF Trust $256,115,973 Holding513272104 - Lamb Weston $232,940,339 Holding337738108 - FISERV INC $179,625,024 Holding Largest Purchases this Quarter Mercury Systems 3,958,849 shares (about $484.29M)COOPER COS INC 3,582,480 shares (about $256.90M)SPDR S&P 500 ETF Trust 342,965 shares (about $256.12M)Lamb Weston 5,394,635 shares (about $232.94M)FISERV INC 3,662,080 shares (about $179.63M) Largest Sales this Quarter EVERPURE INC 53,100 shares (about $4.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJana Partners Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMRCYMercury Systems$484,285,998$484,285,998 ▲New Holding3,958,84925.5%IndustrialsCOOPER COS INC$256,899,641$256,899,641 ▲New Holding3,582,48013.5%COMSPYSPDR S&P 500 ETF Trust$256,115,973$256,115,973 ▲New Holding342,96513.5%ETFLWLamb Weston$232,940,339$232,940,339 ▲New Holding5,394,63512.2%Consumer StaplesFISERV INC$179,625,024$179,625,024 ▲New Holding3,662,0809.4%COMMKLMarkel Group$149,879,846$149,879,846 ▲New Holding76,7437.9%FinanceALKTAlkami Technology$122,268,451$122,268,451 ▲New Holding6,747,7076.4%TechnologySIX FLAGS ENTERTAINMENT CORP$87,672,909$87,672,909 ▲New Holding4,116,0994.6%COMEVERPURE INC$77,938,753$4,183,749 ▼-5.1%989,1964.1%CL ARPDRapid7$54,674,482$54,674,482 ▲New Holding6,749,9362.9%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
