Institutional Investor · CIK 0001998597
JANA PARTNERS MANAGEMENT, LP
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
11
Total Value
$1.65B
Total Shares
34.76M
Latest Filing
Jun 30, 2026
CIK
0001998597
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Mercury Systems, Inc.(MRCY) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-15 | 4,107,424 | $299.47M | 6.8408% | SH | — | View |
Fiserv, Inc.(FI) | Technology | Information Technology Services | 2026-03-31 | 2026-05-15 | 4,435,605 | $247.51M | 0.8247% | SH | — | View |
Fiserv, Inc.(FISV) | Technology | Information Technology Services | 2026-03-31 | 2026-05-15 | 4,435,605 | $247.51M | 0.8247% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-03-31 | 2026-05-15 | 343,665 | $223.50M | 0.0329% | SH | — | View |
| Consumer Defensive | Packaged Foods | 2026-03-31 | 2026-05-15 | 5,008,635 | $211.66M | 3.6275% | SH | — | View | |
Markel Corporation(MKL) | Financial Services | Insurance - Property & Casualty | 2026-03-31 | 2026-05-15 | 75,307 | $144.14M | 0.6018% | SH | — | View |
Alkami Technology, Inc.(ALKT) | Technology | Software - Application | 2026-03-31 | 2026-05-15 | 5,431,388 | $85.11M | 5.0752% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-03-31 | 2026-06-30 | 1,042,296 | $61.54M | 0.3136% | SH | — | View | |
Everpure, Inc(PSTG) | Technology | Computer Hardware | 2026-03-31 | 2026-06-30 | 1,042,296 | $61.54M | 0.3154% | SH | — | View |
Rapid7, Inc.(RPD) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-15 | 6,743,653 | $37.16M | 10.0907% | SH | — | View |
Enhabit, Inc.(EHAB) | Healthcare | Medical - Care Facilities | 2026-03-31 | 2026-05-15 | 2,090,412 | $29.45M | 4.0808% | SH | — | View |
Showing 1 to 11 of 11 results
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