JANA Partners Management, LP
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
12
- Value ($000)
$1,921,781
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001998597
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MERCURY SYS INC | COM | 589378108 | $362.09M | 19 % | 4,959,481 | ||
COOPER COS INC | COM | 216648501 | $288.47M | 15 % | 3,519,620 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $266.86M | 14 % | 391,337 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | $209.81M | 11 % | 5,008,635 | ||
MARKEL GROUP INC | COM | 570535104 | $174.59M | 9 % | 81,219 | ||
FISERV INC | COM | 337738108 | $150.83M | 8 % | 2,245,520 | ||
TREEHOUSE FOODS INC | COM | 89469A104 | $137.33M | 7 % | 5,821,337 | ||
ALKAMI TECHNOLOGY INC | COM | 01644J108 | $112.92M | 6 % | 4,894,665 | ||
RAPID7 INC | COM | 753422104 | $102.5M | 5 % | 6,743,653 | ||
SIX FLAGS ENTERTAINMENT CORP | COM | 83001C108 | $63.14M | 3 % | 4,116,099 |
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