Jana Partners's Stock Picks (2025 Q2): Full JANA Partners Management, LP Portfolio {year}

Search by Ticker

Activity Type

Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
FIS	Fidelity National Information Services, Inc.	06/30/2025	Sold Out	496,895	-496,895	$37.11 M
FRPT	Freshpet, Inc.	06/30/2025	Add 37.0%	1.01 M	+272,000	$18.49 M
LW	Lamb Weston Holdings, Inc.	06/30/2025	Reduce -9.4%	7.23 M	-753,207	$39.05 M
MKL	Markel Group Inc.	06/30/2025	Reduce -2.9%	151,432	-4,590	$9.17 M
MRCY	Mercury Systems, Inc.	06/30/2025	Reduce -2.7%	6.75 M	-188,152	$10.13 M
RPD	Rapid7, Inc.	06/30/2025	Add 39.6%	5.73 M	+1.62 M	$37.56 M
ETF-SPY	SPDR S&P 500 ETF Trust	06/30/2025	Reduce -5.1%	513,053	-27,300	$16.87 M
THS	TreeHouse Foods, Inc.	06/30/2025	Add 18.5%	5.82 M	+910,387	$17.68 M
TRMB	Trimble Inc.	06/30/2025	Reduce -8.5%	3.61 M	-336,330	$25.55 M
WEX	WEX Inc.	06/30/2025	New Buy	164,029	+164,029	$24.09 M
FRPT	Freshpet, Inc.	03/31/2025	New Buy	734,763	+734,763	$61.11 M
LW	Lamb Weston Holdings, Inc.	03/31/2025	Add 12.0%	7.99 M	+854,087	$45.52 M
MKL	Markel Group Inc.	03/31/2025	Add 43.2%	156,022	+47,096	$88.05 M
RPD	Rapid7, Inc.	03/31/2025	Add 11.3%	4.11 M	+415,927	$11.03 M
ETF-SPY	SPDR S&P 500 ETF Trust	03/31/2025	Add 25.9%	540,353	+111,090	$62.14 M
TRMB	Trimble Inc.	03/31/2025	Reduce -5.6%	3.95 M	-232,861	$15.29 M
WOLF	Wolfspeed, Inc.	03/31/2025	Sold Out	4.99 M	-4.99 M	$33.22 M
FIS	Fidelity National Information Services, Inc.	12/31/2024	Reduce -68.7%	496,895	-1.09 M	$88.04 M
FTRE	Fortrea Holdings Inc.	12/31/2024	Sold Out	692,408	-692,408	$13.85 M
FYBR	Frontier Communications Parent, Inc.	12/31/2024	Sold Out	3.91 M	-3.91 M	$138.93 M

Showing 1-20 of 66 records

Show: per page