SEC EDGAR Form 13F
JANA Partners Management
JANA Partners Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 10 long U.S. equity positions, $1.6B reported value for the period ended Mar 31, 2026, led by MERCURY SYS INC, COOPER COS INC, and FISERV INC.
CIK: 1998597 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$1.6B
Positions
10
Key person
13F reporting manager
Style
Institutional 13F
Top holding
MRCY · MERCURY SYS INC
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1998597
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →MRCY
MERCURY SYS INC
Portfolio weight
18.65%
COO
COOPER COS INC
Portfolio weight
15.87%
FISV
FISERV INC
Portfolio weight
15.41%
SPY
STATE STR SPDR S&P 500 ETF T
Portfolio weight
13.92%
LW
LAMB WESTON HLDGS INC
Portfolio weight
13.18%
Top reported holdings
Showing the top 10 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | MRCY | MERCURY SYS INC | 4.1M | $299M | 18.65% | -17.2% |
| 2 | COO | COOPER COS INC | 3.6M | $255M | 15.87% | +1.3% |
| 3 | FISV | FISERV INC | 4.4M | $248M | 15.41% | +97.5% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 343.7K | $223M | 13.92% | -12.2% |
| 5 | LW | LAMB WESTON HLDGS INC | 5.0M | $212M | 13.18% | +0.0% |
| 6 | MKL | MARKEL GROUP INC | 75.3K | $144M | 8.98% | -7.3% |
| 7 | ALKT | ALKAMI TECHNOLOGY INC | 5.4M | $85M | 5.30% | +11.0% |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | 4.1M | $73M | 4.55% | +0.0% |
| 9 | RPD | RAPID7 INC | 6.7M | $37M | 2.31% | +0.0% |
| 10 | EHAB | ENHABIT INC | 2.1M | $29M | 1.83% | +0.0% |
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