JANA Partners Management, LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    12

  • Value ($000)

    $2,065,491

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001998597
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MRCY
MRCY

MERCURY SYS INC

COM
589378108
$461.26 M
22 %

5,959,481

LW
LW

LAMB WESTON HLDGS INC

COM
513272104
$290.90 M
14 %

5,008,635

MKL
MKL

MARKEL GROUP INC

COM
570535104
$281.76 M
14 %

147,411

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$257.57 M
13 %

386,637

COO
COO

COOPER COS INC

COM
216648501
$166.92 M
8 %

2,434,607

---

TRIMBLE INC

COM
896239100
$153.62 M
7 %

1,881,399

RPD
RPD

RAPID7 INC

COM
753422104
$121.91 M
6 %

6,502,108

---

TREEHOUSE FOODS INC

COM
89469A104
$117.65 M
6 %

5,821,337

FUN
FUN

SIX FLAGS ENTERTAINMENT CORP

COM
83001C108
$92.01 M
5 %

4,049,940

FRPT
FRPT

FRESHPET INC

COM
358039105
$57.76 M
3 %

1,048,136

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