JANA Partners Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.1T
Holdings
12
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRCYMERCURY SYS INC | 5,959,481 | $461.3B | 22.33% | |
| 2 | LWLAMB WESTON HLDGS INC | 5,008,635 | $290.9B | 14.08% | |
| 3 | MKLMARKEL GROUP INC | 147,411 | $281.8B | 13.64% | |
| 4 | SPYSPDR S&P 500 ETF TR | 386,637 | $257.6B | 12.47% | |
| 5 | COOCOOPER COS INC | 2,434,607 | $166.9B | 8.08% | |
| 6 | TRMBTRIMBLE INC | 1,881,399 | $153.6B | 7.44% | |
| 7 | RPDRAPID7 INC | 6,502,108 | $121.9B | 5.90% | |
| 8 | THSTREEHOUSE FOODS INC | 5,821,337 | $117.6B | 5.70% | |
| 9 | FUNSIX FLAGS ENTERTAINMENT CORP | 4,049,940 | $92.0B | 4.45% | |
| 10 | FRPTFRESHPET INC | 1,048,136 | $57.8B | 2.80% | |
| 11 | ALKTALKAMI TECHNOLOGY INC | 1,892,413 | $47.0B | 2.28% | |
| 12 | EHABENHABIT INC | 2,137,145 | $17.1B | 0.83% |