JANA Partners Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.9T
Holdings
10
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | 7,985,426 | $425.6B | 21.98% | |
| 2 | SPYSPDR S&P 500 ETF TR | 540,353 | $302.3B | 15.61% | |
| 3 | MRCYMERCURY SYS INC | 6,941,565 | $299.1B | 15.45% | |
| 4 | MKLMARKEL GROUP INC | 156,022 | $291.7B | 15.06% | |
| 5 | TRMBTRIMBLE INC | 3,945,227 | $259.0B | 13.37% | |
| 6 | THSTREEHOUSE FOODS INC | 4,910,950 | $133.0B | 6.87% | |
| 7 | RPDRAPID7 INC | 4,106,056 | $108.9B | 5.62% | |
| 8 | FRPTFRESHPET INC | 734,763 | $61.1B | 3.16% | |
| 9 | FISFIDELITY NATL INFORMATION SV | 496,895 | $37.1B | 1.92% | |
| 10 | EHABENHABIT INC | 2,137,145 | $18.8B | 0.97% |