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§ 13F · FUND PROFILE

JANA Partners Management.

JANA Partners Management is an activist hedge fund with $2.1 billion in assets under management that focuses on taking concentrated positions in undervalued companies to drive operational improvements and strategic changes. The firm is known for its event-driven investment approach, typically holding a small number of positions where it can actively engage with management teams to unlock shareholder value.
AUM · $2.1B (13F)Positions · 12Turnover · · Q1Filed · May 15, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026
#TickerNameShares$ value% portΔ Q1
1MRCYMERCURY SYS INC4.11M$299M18.6%−17%
2COOCOOPER COS INC3.57M$255M15.9%+1%
3FISVFISERV INC4.44M$248M15.4%+98%
4SPYSTATE STR SPDR S&P 500 ETF T344K$223M13.9%−12%
5LWLAMB WESTON HLDGS INC5.01M$212M13.2%±0%
6MKLMARKEL GROUP INC75K$144M9.0%−7%
7ALKTALKAMI TECHNOLOGY INC5.43M$85M5.3%+11%
8FUNSIX FLAGS ENTERTAINMENT CORP4.12M$73M4.5%±0%
9RPDRAPID7 INC6.74M$37M2.3%±0%
10EHABENHABIT INC2.09M$29M1.8%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE JANA SIGNAL

AC read

JANA Partners Management's latest 13F filing reveals a highly concentrated activist strategy with just 12 positions totaling $2.1 billion in assets under management. The fund maintains its characteristic focus on select holdings where it can exert meaningful influence, with Mercury Systems (MRCY) representing the largest concentration at over 40% of the portfolio across two separate position entries valued at $461.3 billion and $362.1 billion respectively. This substantial weighting in MRCY demonstrates JANA's typical approach of taking significant stakes in companies where it believes activist intervention can drive value creation.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed