account_balance
Investment manager · 13F filer · SEC CIK 1998597
JANA Partners Management, LP
Reported value$1.9Bas of Jun 30, 2026
Positions10 1 new, 1 sold out
Top 10 weight100%MRCY alone is 25%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MRCY
Mercury Sys INC
25.5%Trimmed
COO
Cooper Cos INC
13.5%
SPY
State Str Spdr S&p 500 Etf T
13.5%
LW
Lamb Weston Hldgs INC
12.2%Added
FISV
Fiserv INC
9.4%Trimmed
MKL
Markel Group INC
7.9%
ALKT
Alkami Technology INC
6.4%Added
FUN
Six Flags Entertainment Corp
4.6%
P
Everpure INC
4.1%New
RPD
Rapid7 INC
2.9%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed