JANA Partners Management, LP
Clone Performance
Nov 2023–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 99% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 25.5% | $484,285,998 |
| Unclassified | 22.9% | $435,740,997 |
| Healthcare | 13.5% | $256,899,640 |
| Technology | 13.4% | $254,881,683 |
| Consumer Defensive | 12.2% | $232,940,339 |
| Financial Services | 7.9% | $149,879,846 |
| Consumer Cyclical | 4.6% | $87,672,908 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ALKT | Alkami Technology, Inc. | +1,316,319 | 6,747,707 | $122,268,450 | |
| LW | Lamb Weston Holdings, Inc. | +386,000 | 5,394,635 | $232,940,339 | |
| COO | Cooper Companies, Inc. | +17,322 | 3,582,480 | $256,899,640 | |
| RPD | Rapid7, Inc. | +6,283 | 6,749,936 | $54,674,481 | |
| MKL | Markel Group Inc. | +1,436 | 76,743 | $149,879,846 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 2,090,412 | $0 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRCY |
Mercury Systems Inc
Industrials
|
Reduced | 3,958,849 | $484,285,998 | 25.46% | |
| COO |
Cooper Companies, Inc.
Healthcare
|
Added | 3,582,480 | $256,899,640 | 13.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 342,965 | $256,115,973 | 13.46% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Added | 5,394,635 | $232,940,339 | 12.25% | |
| FISV |
Fiserv Inc
|
Reduced | 3,662,080 | $179,625,024 | 9.44% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 76,743 | $149,879,846 | 7.88% | |
| ALKT |
Alkami Technology, Inc.
Technology
|
Added | 6,747,707 | $122,268,450 | 6.43% | |
| FUN |
Six Flags Entertainment Corporation/NEW
Consumer Cyclical
|
Held | 4,116,099 | $87,672,908 | 4.61% | |
| P |
Everpure, Inc.
Technology
|
Reduced | 989,196 | $77,938,752 | 4.10% | |
| RPD |
Rapid7, Inc.
Technology
|
Added | 6,749,936 | $54,674,481 | 2.87% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.