JANA Partners Management, LP
CIK 1998597
13F filing for Q2 2026・No. 1,706
- Holdings
- US$1.9B
- Quarter change
- +US$234.79M
- Entries
- 10
- Net bought (estimate)
- −US$45.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 4
- Added 5
- Corporate actions 0
- Unchanged 1
Largest holdings
10 stocks worth US$1.9B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MRCYMERCURY SYS INCCOM | Cut | 3,958,849 | US$484.29M | 25.46% |
| COOCOOPER COS INCCOM | Added | 3,582,480 | US$256.9M | 13.50% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 342,965 | US$256.12M | 13.46% |
| LWLAMB WESTON HLDGS INCCOM | Added | 5,394,635 | US$232.94M | 12.25% |
| FISVFISERV INCCOM | Cut | 3,662,080 | US$179.63M | 9.44% |
| MKLMARKEL GROUP INCCOM | Added | 76,743 | US$149.88M | 7.88% |
| ALKTALKAMI TECHNOLOGY INCCOM | Added | 6,747,707 | US$122.27M | 6.43% |
| FUNSIX FLAGS ENTERTAINMENT CORPCOM | Unchanged | 4,116,099 | US$87.67M | 4.61% |
| PEVERPURE INCCL A | Cut | 989,196 | US$77.94M | 4.10% |
| RPDRAPID7 INCCOM | Added | 6,749,936 | US$54.67M | 2.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.