JANA Partners
Barry Rosenstein
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
10
Market Value
$1.6B
Portfolio Analysis
AIPreviewI. Institutional Overview
As of the first quarter of 2026, the investment landscape for JANA Partners, led by the seasoned activist investor Barry Rosenstein, reveals a sophisticated and highly concentrated strategic posture. With a total reported portfolio market value of approximately $1.61 billion and a remarkably lean selection of only 10 holdings, JANA Partners exemplifies the...
The current scale of the portfolio, sitting at $1.61 billion, suggests a stable yet potent capital base. When an institution manages over a billion dollars with only ten stocks, each position becomes a critical engine of performance. The average position size is roughly $160 million, representing about 10% of the total portfolio. This level of concentration...
The psychological portrait of JANA Partners this quarter is one of "strategic refinement and sector rotation." While the total number of holdings remains low, the internal movement within the portfolio suggests a pivot away from long-term legacy positions in the consumer staples space toward more aggressive bets in financial technology and healthcare. By...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
$MRCY
Mercury Systems, Inc.
18.6%
% of Portfolio
$COO
The Cooper Companies, Inc.
15.9%
% of Portfolio
$FI
Fiserv, Inc.
15.4%
% of Portfolio
$ETF-SPY
SPDR S&P 500 ETF Trust
13.9%
% of Portfolio
$LW
Lamb Weston Holdings, Inc.
13.2%
% of Portfolio
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| MRCY | 18.6% | 18.8% | 22.3% | 18.3% |
| COO | 15.9% | 15.0% | 8.1% | - |
| FI | 15.4% | 7.8% | - | - |
| ETF-SPY | 13.9% | 13.9% | 12.5% | 15.9% |
| LW | 13.2% | 10.9% | 14.1% | 18.8% |
| MKL | 9.0% | 9.1% | 13.6% | 15.2% |
| ALKT | 5.3% | 5.9% | - | - |
| FUN | 4.5% | 3.3% | 4.5% | - |
| RPD | 2.3% | 5.3% | 5.9% | 6.7% |
| EHAB | 1.8% | - | - | 1.0% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
Trading Summary
No stocks in this category