JANA Partners Management, LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1366.0T
Holdings
8
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEWREURNEW RELIC INC | 3,215,426 | $275.3T | 20.15% | |
| 2 | FRPTFRESHPET INC | 3,254,480 | $214.4T | 15.70% | |
| 3 | THSTREEHOUSE FOODS INC | 4,907,689 | $213.9T | 15.66% | |
| 4 | FISFIDELITY NATL INFORMATION SV | 3,736,326 | $206.5T | 15.12% | |
| 5 | MRCYMERCURY SYS INC | 4,705,249 | $174.5T | 12.78% | |
| 6 | SPYSPDR S&P 500 ETF TR | 307,033 | $131.3T | 9.61% | |
| 7 | FYBRFRONTIER COMMUNICATIONS PARE | 8,279,176 | $129.6T | 9.49% | |
| 8 | EHABENHABIT INC | 1,825,027 | $20.5T | 1.50% |