JANA Partners Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EVERPURE INC(P) | 0 | 1,042,296 | +1,042,296 | 0 | 61,537,156 | 100.00% | +61,537,156 |
| ENHABIT INC COM | 2,090,412 | 0 | -2,090,412 | 19,273,599 | 0 | — | -19,273,599 |
| FRESHPET INC(FRPT) | 557,390 | 0 | -557,390 | 33,961,773 | 0 | — | -33,961,773 |
| SIX FLAGS ENTERTAINMENT CORP(FUN) | 4,116,099 | 0 | -4,116,099 | 63,140,959 | 0 | — | -63,140,959 |
| RAPID7 INC | 6,743,653 | 0 | -6,743,653 | 102,503,526 | 0 | — | -102,503,526 |
| ALKAMI TECHNOLOGY INC(ALKT) | 4,894,665 | 0 | -4,894,665 | 112,919,922 | 0 | — | -112,919,922 |
| TREEHOUSE FOODS INC | 5,821,337 | 0 | -5,821,337 | 137,325,340 | 0 | — | -137,325,340 |
| FISERV INC(FISV) | 2,245,520 | 0 | -2,245,520 | 150,831,578 | 0 | — | -150,831,578 |
| MARKEL GROUP INC(MKL) | 81,219 | 0 | -81,219 | 174,592,423 | 0 | — | -174,592,423 |
| LAMB WESTON HLDGS INC(LW) | 5,008,635 | 0 | -5,008,635 | 209,811,720 | 0 | — | -209,811,720 |
| SPDR S&P 500 ETF TR(SPY) | 391,337 | 0 | -391,337 | 266,860,527 | 0 | — | -266,860,527 |
| COOPER COS INC(COO) | 3,519,620 | 0 | -3,519,620 | 288,468,055 | 0 | — | -288,468,055 |
| MERCURY SYS INC(MRCY) | 4,959,481 | 0 | -4,959,481 | 362,091,708 | 0 | — | -362,091,708 |