JANA Partners Management, LP
Top Portfolio Positions
10 positions ·
$1,605,976,750 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MRCY |
Mercury Systems Inc
Industrials
|
4,107,424 | $299,472,283 | 18.65% |
| COO |
Cooper Companies, Inc.
Healthcare
|
3,565,158 | $254,908,797 | 15.87% |
| FISV |
Fiserv Inc
|
4,435,605 | $247,506,759 | 15.41% |
| SPY |
Spdr S&P 500 Etf Trust
|
343,665 | $223,499,096 | 13.92% |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
5,008,635 | $211,664,915 | 13.18% |
| MKL |
Markel Group Inc.
Financial Services
|
75,307 | $144,142,861 | 8.98% |
| ALKT |
Alkami Technology, Inc.
Technology
|
5,431,388 | $85,109,849 | 5.30% |
| FUN |
Six Flags Entertainment Corporation/NEW
Consumer Cyclical
|
4,116,099 | $73,060,757 | 4.55% |
| RPD |
Rapid7, Inc.
Technology
|
6,743,653 | $37,157,528 | 2.31% |
| EHAB |
Enhabit, Inc.
Healthcare
|
2,090,412 | $29,453,905 | 1.83% |
Holdings in MKL
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,142,861 | 75,307 | Shares | Sole | 2026-05-15 | |
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