Jana Partners Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Jana Partners Management, LP disclosed 10 US equity positions worth $1.9bn in its Q2 2026 13F filing. The largest position was MRCY at 25.5% of the reported book, followed by COO and SPY. Against the Q1 2026 filing, it opened 0 new positions, added to 3 and reduced 3 among the top 10 holdings.
What did Jana Partners Management, LP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MRCY MERCURY SYS INC | Industrials | 25.5% | $484.3m | 3,958,849 | -4% | reduced |
| 2 | COO COOPER COS INC | Healthcare | 13.5% | $256.9m | 3,582,480 | 0% | held |
| 3 | SPY STATE STR SPDR S&P 500 ETF T | 13.5% | $256.1m | 342,965 | -0% | held | |
| 4 | LW LAMB WESTON HLDGS INC | Consumer Defensive | 12.2% | $232.9m | 5,394,635 | 8% | added |
| 5 | FISV FISERV INC | 9.4% | $179.6m | 3,662,080 | -17% | reduced | |
| 6 | MKL MARKEL GROUP INC | Financial Services | 7.9% | $149.9m | 76,743 | 2% | added |
| 7 | ALKT ALKAMI TECHNOLOGY INC | Technology | 6.4% | $122.3m | 6,747,707 | 24% | added |
| 8 | FUN SIX FLAGS ENTERTAINMENT CORP | Consumer Cyclical | 4.6% | $87.7m | 4,116,099 | 0% | held |
| 9 | P EVERPURE INC | Technology | 4.1% | $77.9m | 989,196 | -5% | reduced |
| 10 | RPD RAPID7 INC | Technology | 2.9% | $54.7m | 6,749,936 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.