13FINSTITUTION · CIK 0001998597 · 2026-Q2 · filed Aug 14, 2026
JA
Jana Partners
JANA PARTNERS MANAGEMENT LP
$1.9B
13F long value · 2026-Q2 Positions10
CategoryActivist
Quarters tracked7
●#529 of 556 by 13F long value
Size rank 1/10
1EXIT
Snapshot
Jana Partners's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F long value
$1.9B
Positions
10
Top 10 long weight
100.0%
Quarters tracked
7
Latest 13F filed
Aug 14, 2026
Exits / near-exits
1
13F long value by quarter
Reported long equity value each quarter — fund flows plus market moves. Option notional is not included.
Top holdings — 2026-Q2
The fund's largest reported positions.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| MRCY MERCURY SYSTEMS INC | MERCURY SYSTEMS INC | 25.5% | $484.3M | 4.0M | -35.8% |
| COO COOPER COMPANIES, INC. | COOPER COMPANIES, INC. | 13.5% | $256.9M | 3.6M | -16.5% |
| SPY SPDR S&P 500 ETF TRUST | SPDR S&P 500 ETF TRUST | 13.5% | $256.1M | 343.0K | +3.1% |
| LW Lamb Weston Holdings, Inc. | Lamb Weston Holdings, Inc. | 12.2% | $232.9M | 5.4M | +24.5% |
| FISV FISERV INC | FISERV INC | 9.4% | $179.6M | 3.7M | -3.4% |
| MKL MARKEL GROUP INC. | MARKEL GROUP INC. | 7.9% | $149.9M | 76.7K | -4.8% |
| ALKT ALKAMI TECHNOLOGY, INC. | ALKAMI TECHNOLOGY, INC. | 6.4% | $122.3M | 6.7M | -15.2% |
| FUN Six Flags Entertainment Corporation/NEW | Six Flags Entertainment Corporation/NEW | 4.6% | $87.7M | 4.1M | -63.8% |
| P Everpure, Inc. | Everpure, Inc. | 4.1% | $77.9M | 989.2K | +76.1% |
| RPD Rapid7, Inc. | Rapid7, Inc. | 2.9% | $54.7M | 6.7M | +117.3% |
Quarterly changes — 2026-Q2
What Jana Partners opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| EXIT | EHAB EXIT Enhabit, Inc. | Enhabit, Inc. | 2.1M | 0 | -100.0% | -$29.5M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.