13F HOLDINGS REPORT
JANA Partners Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000902664-25-003587
Total Value
$1.99B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAMB WESTON HLDGS INC | LW | 7,232,219 | $375.0M | 18.83% |
| 2 | MERCURY SYS INC | MRCY | 6,753,413 | $363.7M | 18.27% |
| 3 | SPDR S&P 500 ETF TR | SPY | 513,053 | $317.0M | 15.92% |
| 4 | MARKEL GROUP INC | MKL | 151,432 | $302.5M | 15.19% |
| 5 | TRIMBLE INC | TRMB | 3,608,897 | $274.2M | 13.77% |
| 6 | RAPID7 INC | RPD | 5,729,914 | $132.5M | 6.66% |
| 7 | TREEHOUSE FOODS INC | 89469A104 | 5,821,337 | $113.1M | 5.68% |
| 8 | FRESHPET INC | FRPT | 1,006,763 | $68.4M | 3.44% |
| 9 | WEX INC | WEX | 164,029 | $24.1M | 1.21% |
| 10 | ENHABIT INC | EHAB | 2,137,145 | $20.6M | 1.03% |