JANA Partners Management, LP reported 10 holdings worth US$1.9B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
JANA Partners Management, LP reported 10 holdings worth US$1.9B as of Jun 30, 2026. Largest: Mercury Systems Inc, The Cooper Companies, Inc. and Lamb Weston Holdings, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$1.9B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mercury Systems Inc | 3.96M | US$484M | 25.5% |
| The Cooper Companies, Inc. | 3.58M | US$257M | 13.5% |
| Lamb Weston Holdings, Inc. | 5.39M | US$233M | 12.2% |
| Fiserv, Inc. | 3.66M | US$180M | 9.4% |
| Markel Group Inc. | 76,743 | US$150M | 7.9% |
| Alkami Technology, Inc. | 6.75M | US$122M | 6.4% |
| Six Flags Entertainment Corporation | 4.12M | US$87.7M | 4.6% |
| Everpure, Inc. | 989K | US$77.9M | 4.1% |
| Rapid7, Inc. | 6.75M | US$54.7M | 2.9% |
| Enhabit, Inc. | 0 | US$0 | 0.00% |