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JANA Partners Management, LP

Q2 2025 · Filed 2025-08-14
Market Value
$2.0B
+2.8%
Holdings
11
New Purchases
1
Added To
3
Closed
1
Reduced
5
Top 10 Concentration
100.0%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MRCY 18.27% 15.45% +2.82% $364M
WEX 1.21% 0.00% +1.21% $24M
RPD 6.66% 5.62% +1.04% $133M
TRMB 13.77% 13.37% +0.40% $274M
SPY 15.92% 15.61% +0.31% $317M
FRPT 3.44% 3.16% +0.28% $68M
MKL 15.19% 15.06% +0.13% $302M
EHAB 1.03% 0.97% +0.06% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LW 18.83% 21.98% -3.14% $375M
FIS 0.00% 1.92% -1.92% $0
THS 5.68% 6.87% -1.19% $113M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $317M 15.9%
Large Cap 3 $577M 29.0%
Mid Cap 4 $831M 41.7%
Small Cap 3 $266M 13.4%

Portfolio Analytics

Avg Market Cap
$77.2B
Median Market Cap
$5.9B
Avg P/E
17.2
Median P/E
16.7
Avg Dividend Yield
0.01%
Avg Beta
0.89
# Stocks
10
# ETFs / Funds
1

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LW 18.83% 7,232,219 $375M $51.85 -$51M -753,207 -9.4%
2 MRCY 18.27% 6,753,413 $364M $53.86 $65M -188,152 -2.7%
3 SPY 15.92% 513,053 $317M $617.85 $15M -27,300 -5.0%
4 MKL 15.19% 151,432 $302M $1,997.36 $11M -4,590 -2.9%
5 TRMB 13.77% 3,608,897 $274M $75.98 $15M -336,330 -8.5%
6 RPD 6.66% 5,729,914 $133M $23.13 $24M +1,623,858 +39.5%
7 THS 5.68% 5,821,337 $113M $19.42 -$20M +910,387 +18.5%
8 FRPT 3.44% 1,006,763 $68M $67.96 $7M +272,000 +37.0%
9 WEX 1.21% 164,029 $24M $146.89 +164,029 NEW
10 EHAB 1.03% 2,137,145 $21M $9.64 $2M
11 FIS —% -$37M -496,895 -100.0% SOLD

New Positions

SymbolValue% Port
WEX $24M 1.21%

Sold Out Positions

SymbolValue% Port
FIS —%
View SEC EDGAR Filings for JANA Partners Management, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms