JANA PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RPD | 6.74M | $102.50M |
 | THS | 5.82M | $137.33M |
 | LW | 5.01M | $209.81M |
 | MRCY | 4.96M | $362.09M |
 | ALKT | 4.89M | $112.92M |
 | FUN | 4.12M | $63.14M |
 | COO | 3.52M | $288.47M |
 | EHAB | 2.09M | $19.27M |
 | FRPT | 557K | $33.96M |
 | MKL | 81K | $174.59M |
Rapid7, Inc.
RPD
Shares Held
6.74M
Value
$102.50M
TreeHouse Foods, Inc.
THS
Shares Held
5.82M
Value
$137.33M
Lamb Weston Holdings, Inc.
LW
Shares Held
5.01M
Value
$209.81M
Mercury Systems, Inc.
MRCY
Shares Held
4.96M
Value
$362.09M
Alkami Technology, Inc.
ALKT
Shares Held
4.89M
Value
$112.92M
Six Flags Entertainment Corporation
FUN
Shares Held
4.12M
Value
$63.14M
The Cooper Companies, Inc.
COO
Shares Held
3.52M
Value
$288.47M
Enhabit, Inc.
EHAB
Shares Held
2.09M
Value
$19.27M
Freshpet, Inc.
FRPT
Shares Held
557K
Value
$33.96M
Markel Corporation
MKL
Shares Held
81K
Value
$174.59M