JANA Partners Management, LP
Top Portfolio Positions
11 positions ·
$1,667,513,905 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MRCY |
Mercury Systems Inc
Industrials
|
4,107,424 | $299,472,283 | 17.96% | |
| COO |
Cooper Companies, Inc.
Healthcare
|
3,565,158 | $254,908,797 | 15.29% | |
| FISV |
Fiserv Inc
|
4,435,605 | $247,506,759 | 14.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
343,665 | $223,499,096 | 13.40% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
5,008,635 | $211,664,915 | 12.69% | |
| MKL |
Markel Group Inc.
Financial Services
|
75,307 | $144,142,861 | 8.64% | |
| ALKT |
Alkami Technology, Inc.
Technology
|
5,431,388 | $85,109,849 | 5.10% | |
| FUN |
Six Flags Entertainment Corporation/NEW
Consumer Cyclical
|
4,116,099 | $73,060,757 | 4.38% | |
| P |
Everpure, Inc.
Technology
|
1,042,296 | $61,537,155 | 3.69% | |
| RPD |
Rapid7, Inc.
Technology
|
6,743,653 | $37,157,528 | 2.23% |
Portfolio Trend
10 quarters · across all stocks
Holdings in EHAB
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,453,905 | 2,090,412 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,273,598 | 2,090,412 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,118,531 | 2,137,145 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,602,077 | 2,137,145 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,785,504 | 2,137,145 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,691,102 | 2,137,145 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,883,445 | 2,137,145 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,563,206 | 2,081,077 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,244,547 | 2,081,077 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,567,091 | 2,083,777 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||