JANA Partners Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, JANA Partners Management, LP held in its portfolio 12 assets valued at $1,921,781,130 (i.e. $1.92B).

The most valuable assets in the portfolio included: MERCURY SYS INC ($362.09M), COOPER COS INC ($288.47M), and SPDR S&P 500 ETF TR ($266.86M).

The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in JANA Partners Management, LP Portfolio

MERCURY SYS INC

COOPER COS INC

SPDR S&P 500 ETF TR

LAMB WESTON HLDGS INC

MARKEL GROUP INC

FISERV INC

TREEHOUSE FOODS INC

ALKAMI TECHNOLOGY INC

RAPID7 INC

SIX FLAGS ENTERTAINMENT CORP

JANA Partners Management, LP - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
MERCURY SYS INC	4959481	362091708	COM
COOPER COS INC	3519620	288468055	COM
SPDR S&P 500 ETF TR	391337	266860527	TR UNIT
LAMB WESTON HLDGS INC	5008635	209811720	COM
MARKEL GROUP INC	81219	174592423	COM
FISERV INC	2245520	150831578	COM
TREEHOUSE FOODS INC	5821337	137325340	COM
ALKAMI TECHNOLOGY INC	4894665	112919922	COM
RAPID7 INC	6743653	102503526	COM
SIX FLAGS ENTERTAINMENT CORP	4116099	63140959	COM
FRESHPET INC	557390	33961773	COM
ENHABIT INC	2090412	19273599	COM