13F tracker › Jana Partners
Jana Partners 13F holdings, Q2 2026
Jana Partners (activist hedge fund founded by Barry Rosenstein) reported 10 US-listed positions worth $1.9B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 1 new position, 3 increased, 2 reduced, and 1 exited.
Reported value$1.9B
Positions10
New / exited1 / 1
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Mercury Sys Inc | $484.3M | 25.5% | 3,958,849 |
| Cooper Cos Inc | $256.9M | 13.5% | 3,582,480 |
| State Str SPDR S&P 500 ETF T | $256.1M | 13.5% | 342,965 |
| Lamb Weston Hldgs Inc | $232.9M | 12.2% | 5,394,635 |
| Fiserv Inc | $179.6M | 9.4% | 3,662,080 |
| Markel Group Inc | $149.9M | 7.9% | 76,743 |
| Alkami Technology Inc | $122.3M | 6.4% | 6,747,707 |
| Six Flags Entertainment Corp | $87.7M | 4.6% | 4,116,099 |
| Everpure Inc | $77.9M | 4.1% | 989,196 |
| Rapid7 Inc | $54.7M | 2.9% | 6,749,936 |
New positions in Q2 2026
| Company | Value | Shares |
| Everpure Inc | $77.9M | 989,196 |
Positions increased
| Company | Value | Share change | Shares |
| Lamb Weston Hldgs Inc | $232.9M | +8% | 5,394,635 |
| Markel Group Inc | $149.9M | +2% | 76,743 |
| Alkami Technology Inc | $122.3M | +24% | 6,747,707 |
Positions reduced
| Company | Value | Share change | Shares |
| Mercury Sys Inc | $484.3M | -4% | 3,958,849 |
| Fiserv Inc | $179.6M | -17% | 3,662,080 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Enhabit Inc | $29.5M | 2,090,412 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
