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Jana Partners Management, LP
JANA Partners Management, LP is a hedge fund headquartered in New York, NY. The firm was founded in 2001 by Barry Rosenstein and is known for its activist investment strategies. JANA Partners seeks to leverage shareholder engagement to create substantial value for both investors and stakeholders. As of 2025, the firm employs approximately 78 people and serves institutional investors and other qualified clients.
Investment Strategy
JANA Partners employs an outcome-focused activist investment strategy, primarily engaging with undervalued public companies. The firm utilizes constructive shareholder engagement to drive material, value-accretive business outcomes, believing that their activism can generate significant alpha for investors. JANA seeks to effect positive change in its portfolio companies through board representation, operational improvements, and strategic initiatives.
Latest 13F Filing Activity
Jana Partners Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 10 equity positions with a total 13F market value of $2B. The fund increased holdings in Mercury SYS Inc., Wex Inc., Rapid7 Inc. among other positions. Jana Partners Management, LP reduced exposure to Lamb Weston HLDGS Inc., Fidelity Natl Information SV, Treehouse Foods Inc. among others.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LW | LAMB WESTON HLDGS INC | 18.83% | $375.0M | 7,232,219 | $64.46 | $51.85 | -$50.6M |
M MRCY | MERCURY SYS INC | 18.27% | $363.7M | 6,753,413 | $35.08 | $53.86 | +$64.6M |
S SPY | SPDR S&P 500 ETF TR | 15.92% | $317.0M | 513,053 | $489.78 | $617.85 | +$14.7M |
M MKL | MARKEL GROUP INC | 15.19% | $302.5M | 151,432 | $1769.51 | $1997.36 | +$10.8M |
T TRMB | TRIMBLE INC | 13.77% | $274.2M | 3,608,897 | $54.70 | $75.98 | +$15.2M |
Industry Allocation
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