Jana Partners's THS Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 5.82 M shares of TreeHouse Foods, Inc. (THS) worth $137.33 M, representing 7.15% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jana Partners has maintained a strategic position in THS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 2.12 M shares. Largest reduction occurred in Q3 2022, reducing 383,155 shares.
Analysis based on 13F filings available since 2013 Q2
Jana Partners's TreeHouse Foods (THS) Holding Value Over Time
Track share changes against reported price movement
Quarterly TreeHouse Foods (THS) Trades by Jana Partners
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +910,387 | Add 18.54% | 5.82 M | $19.42 |
| Q2 2024 | +3,261 | Add 0.07% | 4.91 M | $36.64 |
| Q3 2023 | +4.91 M | Add 0.00% | 4.91 M | $43.58 |
| Q2 2023 | +5,972 | Add 0.13% | 4.75 M | $50.38 |
| Q3 2022 | -383,155 | Reduce 7.47% | 4.75 M | $42.42 |
| Q1 2022 | -22,318 | Reduce 0.43% | 5.13 M | $32.26 |
| Q4 2021 | -3,448 | Reduce 0.07% | 5.15 M | $40.53 |
| Q3 2021 | +1.34 M | Add 35.07% | 5.16 M | $39.88 |
| Q2 2021 | -335,042 | Reduce 8.07% | 3.82 M | $44.52 |
| Q1 2021 | +2.12 M | Add 104.16% | 4.15 M | $52.24 |
| Q4 2020 | +2.03 M | New Buy | 2.03 M | $42.49 |
Jana Partners's TreeHouse Foods Investment FAQs
Jana Partners first purchased TreeHouse Foods, Inc. (THS) in Q4 2020, acquiring 2,034,109 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners has held TreeHouse Foods, Inc. (THS) for 21 quarters since Q4 2020.
Jana Partners's largest addition to TreeHouse Foods, Inc. (THS) was in Q3 2023, adding 4,907,689 shares worth $213.88 M.
According to the latest 13F filing for Q4 2025, Jana Partners's firm, Jana Partners Management, Lp, owns 5,821,337 shares of TreeHouse Foods, Inc. (THS), valued at approximately $137.33 M.
As of the Q4 2025 filing, TreeHouse Foods, Inc. (THS) represents approximately 7.15% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings.
Jana Partners's peak holding in TreeHouse Foods, Inc. (THS) was 5,821,337 shares, as reported at the end of Q2 2025.