Funds › JANA Partners Management, LP
JANA Partners Management, LP
13F for Q3 2026, filed Nov 13, 2026. 10 positions worth $1.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MRCY Mercury Systems Inc | 3.87M | $321.3M | 20.2% | -2.2% | 13F ↗ |
| 2 | LW Lamb Weston Holdings, Inc. | 5.39M | $224.9M | 14.2% | Unchanged | 13F ↗ |
| 3 | COO The Cooper Companies, Inc. | 3.84M | $217.0M | 13.7% | +7.1% | 13F ↗ |
| 4 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 280,727 | $214.1M | 13.5% | -18.1% | 13F ↗ |
| 5 | FISV Fiserv, Inc. | 4.15M | $187.5M | 11.8% | +13.3% | 13F ↗ |
| 6 | CWST Casella Waste Systems, Inc. | 1.81M | $145.6M | 9.2% | New | 13F ↗ |
| 7 | ALKT Alkami Technology, Inc. | 6.75M | $92.4M | 5.8% | Unchanged | 13F ↗ |
| 8 | RPD Rapid7, Inc. | 6.75M | $82.5M | 5.2% | Unchanged | 13F ↗ |
| 9 | MOD Modine Manufacturing Company | 287,620 | $53.8M | 3.4% | New | 13F ↗ |
| 10 | FUN Six Flags Entertainment Corporation | 4.67M | $50.0M | 3.1% | +13.4% | 13F ↗ |
Changes since Q2 2026
2 new, 3 added to, 2 trimmed, 2 exited, 3 unchanged. By estimated dollars.
New positions (2)
Added to (3)
Trimmed (2)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 10 | $1.6B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 10 | $1.9B | Current | SEC ↗ |
| Q1 2026 | Jun 30, 2026 | 13F-HR/A (new holdings) | 1 | $61.5M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 10 | $1.6B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 12 | $1.9B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 12 | $2.1B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 10 | $2.0B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 10 | $1.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer