Jana Partners Management, Lp Top Holdings and 13F Report (2025) About Jana Partners Management, LpInvestment ActivityJana Partners Management, Lp has $2.03 billion in total holdings as of December 31, 2024.Jana Partners Management, Lp owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 19.46% of the portfolio was purchased this quarter.About 16.11% of the portfolio was sold this quarter.This quarter, Jana Partners Management, Lp has purchased 11 new stocks and bought additional shares in 2 stocks.Jana Partners Management, Lp sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Lamb Weston $476,587,385Markel Group $307,141,199Trimble $295,223,698Mercury Systems $291,545,730SPDR S&P 500 ETF Trust $251,582,459 Largest New Holdings this Quarter Markel Group $307,141,199 Holding Largest Purchases this Quarter Markel Group 177,926 shares (about $307.14M)Lamb Weston 1,302,585 shares (about $87.05M)Rapid7 34,589 shares (about $1.39M) Largest Sales this Quarter Fidelity National Information Services 1,090,034 shares (about $88.04M)Trimble 702,856 shares (about $49.66M)SPDR S&P 500 ETF Trust 49,700 shares (about $29.13M)Wolfspeed 1,177,717 shares (about $7.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJana Partners Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLWLamb Weston$476,587,385$87,051,755 ▲22.3%7,131,33923.4%Consumer StaplesMKLMarkel Group$307,141,199$307,141,199 ▲New Holding177,92615.1%Multi-Sector ConglomeratesTRMBTrimble$295,223,698$49,663,805 ▼-14.4%4,178,08814.5%Industrial ProductsMRCYMercury Systems$291,545,7300.0%6,941,56514.3%AerospaceSPYSPDR S&P 500 ETF Trust$251,582,459$29,128,176 ▼-10.4%429,26312.4%FinanceTHSTreeHouse Foods$172,521,6740.0%4,910,9508.5%Consumer StaplesRPDRapid7$148,453,890$1,391,515 ▲0.9%3,690,1297.3%Computer and TechnologyFISFidelity National Information Services$40,134,209$88,042,046 ▼-68.7%496,8952.0%Business ServicesWOLFWolfspeed$33,221,519$7,843,595 ▼-19.1%4,988,2161.6%Computer and TechnologyEHABEnhabit$16,691,1020.0%2,137,1450.8%MedicalFYBRFrontier Communications Parent$0$138,929,868 ▼-100.0%00.0%Computer and TechnologyFTREFortrea$0$13,848,160 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
