Jana Partners Management, LP

CIK Number: 0001998597

1.94B
Market Value
10
# of Holdings
5 months
Avg. Holding Period
42.86%
Win Rate
15.61%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 LW Lamb Weston Hol...
55.19
+0.71% 7.13M +102.21% 476.59M 65.8 23.44%
2 TRMB Trimble Inc.
72.83
+2.46% 4.18M -14.4% 295.22M 54.7 14.52%
3 MRCY Mercury Systems...
49.56
-6.46% 6.94M 0.00% 291.55M 35.08 14.34%
4 SPY SPDR S&P 500 ET...
602.00
+0.84% 429.26K -10.38% 251.58M 471.77 12.37%
5 MKL Markel Corporat...
1954.65
+1.34% 108.93K +100.00% 188.03M 1726.23 9.25%
6 THS TreeHouse Foods...
20.57
-0.72% 4.91M 0.00% 172.52M 43.58 8.49%
7 RPD Rapid7, Inc.
23.47
-0.21% 3.69M +0.95% 148.45M 42.31 7.30%
8 FIS Fidelity Nation...
80.87
+1.92% 496.89K -68.69% 40.13M 55.9 1.97%
9 WOLF Wolfspeed, Inc.
1.30
+0.78% 4.99M -19.1% 33.22M 27.98 1.63%
10 EHAB Enhabit, Inc.
9.91
+1.38% 2.14M 0.00% 16.69M 11.05 0.82%