JANA Partners Management, LP: 13F holdings
CIK 19985972026Q2
| Positions | 10 |
|---|---|
| Reported value | $1.9bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MRCY MERCURY SYS INC | 3,958,849 | $484.3m | 25.5% |
| COO COOPER COS INC | 3,582,480 | $256.9m | 13.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 342,965 | $256.1m | 13.5% |
| LW LAMB WESTON HLDGS INC | 5,394,635 | $232.9m | 12.2% |
| FISV FISERV INC | 3,662,080 | $179.6m | 9.4% |
| MKL MARKEL GROUP INC | 76,743 | $149.9m | 7.9% |
| ALKAMI TECHNOLOGY INC | 6,747,707 | $122.3m | 6.4% |
| SIX FLAGS ENTERTAINMENT CORP | 4,116,099 | $87.7m | 4.6% |
| P EVERPURE INC | 989,196 | $77.9m | 4.1% |
| RPD RAPID7 INC | 6,749,936 | $54.7m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1998597")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.