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Jana Partners Management, LP: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1998597) · Explore on the interactive board

Jana Partners Management, LP disclosed 10 US equity positions worth $1.9bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is MRCY at 25.5% of the reported book, followed by COO, SPY. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 3, reduced 3 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$1.9bnreported US equity book
10positions
25.5%largest position
100.0%top 10 weight
7.14effective positions (1/HHI)
2quarters on file since Q1 2026

What does Jana Partners Management, LP own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 3 added, 3 reduced, 1 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 MRCY MERCURY SYS INC Industrials 25.5%$484.3m3,958,849 -4% reduced
2 COO COOPER COS INC Healthcare 13.5%$256.9m3,582,480 0% held
3 SPY STATE STR SPDR S&P 500 ETF T 13.5%$256.1m342,965 -0% held
4 LW LAMB WESTON HLDGS INC Consumer Defensive 12.2%$232.9m5,394,635 8% added
5 FISV FISERV INC 9.4%$179.6m3,662,080 -17% reduced
6 MKL MARKEL GROUP INC Financial Services 7.9%$149.9m76,743 2% added
7 ALKT ALKAMI TECHNOLOGY INC Technology 6.4%$122.3m6,747,707 24% added
8 FUN SIX FLAGS ENTERTAINMENT CORP Consumer Cyclical 4.6%$87.7m4,116,099 0% held
9 P EVERPURE INC Technology 4.1%$77.9m989,196 -5% reduced
10 RPD RAPID7 INC Technology 2.9%$54.7m6,749,936 0% held

What did Jana Partners Management, LP sell? Positions exited since the previous filing

StockPrior weightPrior value
ENHABIT INC100.0%$29.5m

Sector mix

SectorWeight
Industrials25.5%
Healthcare13.5%
Technology13.4%
Consumer Defensive12.2%
Financial Services7.9%
Consumer Cyclical4.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202610$1.9bn
Q1 202611$1.7bn

How concentrated is Jana Partners Management, LP's portfolio?

Across every quarter Jana Partners Management, LP has filed, its median largest position is 21.7% of the book and its median top-ten weight is 99.1%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 10.0 positions are still open and their final length is unknown.