JANA Partners Management, LP

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    10

  • Value ($000)

    $1,991,087

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001998597
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
LW
LW

LAMB WESTON HLDGS INC

COM
513272104
$374.99M
19 %

7,232,219

MRCY
MRCY

MERCURY SYS INC

COM
589378108
$363.74M
18 %

6,753,413

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$316.99M
16 %

513,053

MKL
MKL

MARKEL GROUP INC

COM
570535104
$302.46M
15 %

151,432

---

TRIMBLE INC

COM
896239100
$274.20M
14 %

3,608,897

RPD
RPD

RAPID7 INC

COM
753422104
$132.53M
7 %

5,729,914

---

TREEHOUSE FOODS INC

COM
89469A104
$113.05M
6 %

5,821,337

FRPT
FRPT

FRESHPET INC

COM
358039105
$68.42M
3 %

1,006,763

WEX
WEX

WEX INC

COM
96208T104
$24.09M
1 %

164,029

EHAB
EHAB

ENHABIT INC

COM
29332G102
$20.60M
1 %

2,137,145

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