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 weight100.0%MRCY alone is 25%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
MRCYMercury Sys Inc
25.5%Trimmed −4%
COOCooper Cos Inc
13.5%
SPYState STR SPDR S&P 500 ETF T
13.5%
LWLamb Weston Hldgs Inc
12.2%Added +8%
FISVFiserv Inc
9.4%Trimmed −17%
MKLMarkel Group Inc
7.9%
ALKTAlkami Technology Inc
6.4%Added +24%
FUNSix Flags Entertainment Corp
4.6%
PEverpure Inc
4.1%New
RPDRapid7 Inc
2.9%
MRCYMercury Sys Inc
25.5%Trimmed −4%
COO13.5%SPYState STR SPDR S&P 500 ETF T
13.5%
LWLamb Weston Hldgs Inc
12.2%Added +8%
FISV9.4%MKL7.9%ALKT6.4%FUN4.6%P4.1%RPDBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 10 as a list
MRCY Mercury Sys Inc 25.5% Trimmed −4%COO Cooper Cos Inc 13.5% HeldSPY State STR SPDR S&P 500 ETF T 13.5% HeldLW Lamb Weston Hldgs Inc 12.2% Added +8%FISV Fiserv Inc 9.4% Trimmed −17%MKL Markel Group Inc 7.9% HeldALKT Alkami Technology Inc 6.4% Added +24%FUN Six Flags Entertainment Corp 4.6% HeldP Everpure Inc 4.1% NewRPD Rapid7 Inc 2.9% Held
What changed