Canonical: https://ownershiptrace.com/13f/investors/93

# JANA Partners portfolio — 13F holdings Q2 2026

JANA Partners (Barry Rosenstein) reported 10 long positions worth $1.9 billion as of 2026-06-30. Top holdings: MERCURY SYSTEMS INC, COOPER COMPANIES, INC., SPDR S&P 500 ETF TRUST, Lamb Weston Holdings, Inc., FISERV INC. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [MERCURY SYSTEMS INC](https://ownershiptrace.com/13f/companies/1554) | 2026-06-30 | 484285998.00 USD | 25.46% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [COOPER COMPANIES, INC.](https://ownershiptrace.com/13f/companies/971) | 2026-06-30 | 256899641.00 USD | 13.50% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [SPDR S&P 500 ETF TRUST](https://ownershiptrace.com/13f/companies/385) | 2026-06-30 | 256115973.00 USD | 13.46% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [Lamb Weston Holdings, Inc.](https://ownershiptrace.com/13f/companies/1170) | 2026-06-30 | 232940339.00 USD | 12.25% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [FISERV INC](https://ownershiptrace.com/13f/companies/305) | 2026-06-30 | 179625024.00 USD | 9.44% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [MARKEL GROUP INC.](https://ownershiptrace.com/13f/companies/171) | 2026-06-30 | 149879846.00 USD | 7.88% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [ALKAMI TECHNOLOGY, INC.](https://ownershiptrace.com/13f/companies/2312) | 2026-06-30 | 122268451.00 USD | 6.43% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [Six Flags Entertainment Corporation/NEW](https://ownershiptrace.com/13f/companies/1334) | 2026-06-30 | 87672909.00 USD | 4.61% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [Everpure, Inc.](https://ownershiptrace.com/13f/companies/558) | 2026-06-30 | 77938753.00 USD | 4.10% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [Rapid7, Inc.](https://ownershiptrace.com/13f/companies/1579) | 2026-06-30 | 54674482.00 USD | 2.87% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| [Enhabit, Inc.](https://ownershiptrace.com/13f/companies/675) | 2026-03-31 | — | — | exited | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-002515-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-003486-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-002515-index.html) |
| 2026-03-31 | 2026-06-30 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-002957-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-26-001069-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-25-005066-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-25-003587-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-25-002348-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-25-001058-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-24-006510-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-24-005100-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-24-003586-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-24-001588-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-23-005550-index.html) |
| 2023-09-30 | 2023-11-16 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1998597/0000902664-23-005626-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

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