SEC EDGAR Form 13F
JANA Partners Management
JANA Partners Management is an activist and event-driven investment manager associated with Barry Rosenstein and public company campaigns.
Latest Form 13F: 10 long U.S. equity positions, $1.9B reported value for the period ended Jun 30, 2026, led by MERCURY SYS INC, COOPER COS INC, and STATE STR SPDR S&P 500 ETF T.
CIK: 1998597 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
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 →Top reported holdings
Showing the top 10 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | MRCY | MERCURY SYS INC | 4.0M | $484M | 25.46% | -3.6% |
| 2 | COO | COOPER COS INC | 3.6M | $257M | 13.50% | +0.5% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 343.0K | $256M | 13.46% | -0.2% |
| 4 | LW | LAMB WESTON HLDGS INC | 5.4M | $233M | 12.25% | +7.7% |
| 5 | FISV | FISERV INC | 3.7M | $180M | 9.44% | -17.4% |
| 6 | MKL | MARKEL GROUP INC | 76.7K | $150M | 7.88% | +1.9% |
| 7 | ALKT | ALKAMI TECHNOLOGY INC | 6.7M | $122M | 6.43% | +24.2% |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | 4.1M | $88M | 4.61% | +0.0% |
| 9 | PSTG | EVERPURE INC | 989.2K | $78M | 4.10% | -- |
| 10 | RPD | RAPID7 INC | 6.7M | $55M | 2.87% | +0.1% |