13F HOLDINGS REPORT
JANA Partners Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000902664-25-002348
Total Value
$1.94B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAMB WESTON HLDGS INC | LW | 7,985,426 | $425.6M | 21.98% |
| 2 | SPDR S&P 500 ETF TR | SPY | 540,353 | $302.3M | 15.61% |
| 3 | MERCURY SYS INC | MRCY | 6,941,565 | $299.1M | 15.45% |
| 4 | MARKEL GROUP INC | MKL | 156,022 | $291.7M | 15.06% |
| 5 | TRIMBLE INC | TRMB | 3,945,227 | $259.0M | 13.37% |
| 6 | TREEHOUSE FOODS INC | 89469A104 | 4,910,950 | $133.0M | 6.87% |
| 7 | RAPID7 INC | RPD | 4,106,056 | $108.9M | 5.62% |
| 8 | FRESHPET INC | FRPT | 734,763 | $61.1M | 3.16% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 496,895 | $37.1M | 1.92% |
| 10 | ENHABIT INC | EHAB | 2,137,145 | $18.8M | 0.97% |