JANA Partners Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.0B
Holdings
10
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | 7,232,219 | $375.0M | 18.83% | |
| 2 | MRCYMERCURY SYS INC | 6,753,413 | $363.7M | 18.27% | |
| 3 | SPYSPDR S&P 500 ETF TR | 513,053 | $317.0M | 15.92% | |
| 4 | MKLMARKEL GROUP INC | 151,432 | $302.5M | 15.19% | |
| 5 | TRMBTRIMBLE INC | 3,608,897 | $274.2M | 13.77% | |
| 6 | RPDRAPID7 INC | 5,729,914 | $132.5M | 6.66% | |
| 7 | THSTREEHOUSE FOODS INC | 5,821,337 | $113.0M | 5.68% | |
| 8 | FRPTFRESHPET INC | 1,006,763 | $68.4M | 3.44% | |
| 9 | WEXWEX INC | 164,029 | $24.1M | 1.21% | |
| 10 | EHABENHABIT INC | 2,137,145 | $20.6M | 1.03% |