Filer Snapshot

JANA PARTNERS LLC

CIK 0001159159. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

66

Latest filing

14 Nov 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

FRPT

$282.3M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-NT filed on 14 Nov 2023 for CIK 0001159159.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$1.1B

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$1.1B

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

THS NEWR CAG MRCY
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
767 Fifth Avenue, 8 Th Floor, New York, NY, 10153
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about JANA PARTNERS LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.34B across 9 reported holdings for Q2 2023.
  • Largest parsed 13F holding: FRPT at $282.3M.
  • Forms 3/4/5 show insider context for THS worth $422.69M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 9 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2023 - 14 Aug 2023

Top 5 concentration

81%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.09B

Compared with $1.34B total 13F value.

Top 5 net change

+$113.21M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: MRCY · Largest trim: LH

FRPT THS NEWR FIS MRCY Other holdings

FRPT

21.1%

Freshpet Inc

$282.3M

THS

17.9%

Treehouse Foods Inc

$239.5M

NEWR

15.7%

New Relic Inc

$210.22M

FIS

15.1%

Fidelity Natl Information Sv

$202.09M

MRCY

11.4%

Mercury Sys Inc

$152.01M

Forms 3/4/5 insider context

THS

06 Sep 2023

$422.69M
Issuer page Owner page

NEWR

15 Aug 2023

$270.23M
Issuer page Owner page

CAG

01 Jun 2021

$228.45M
Issuer page Owner page

MRCY

18 Aug 2023

$173.84M
Issuer page Owner page

Latest update

What changed recently for JANA PARTNERS LLC

New filing available

Latest 13F period: Q3 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Nov 2023

Page type

Filer profile

Latest period

Q3 2023

Institutional portfolio context was refreshed from a 13F filing filed on 14 Nov 2023.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

JANA PARTNERS LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2023. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001159159 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
66
First seen
14 Feb 2014
Latest filing
14 Nov 2023
Entity
Company

Observed form types

13F-HR 13F-HR/A 13F-NT 3 4

CIK-linked evidence first

JANA PARTNERS LLC SEC filings JANA PARTNERS LLC 13F portfolio JANA PARTNERS LLC owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 66 SEC filings for JANA PARTNERS LLC.

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13F-NT

13F-NT filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
22 Aug 2023
Reporting date
18 Aug 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
10 Aug 2023
Reporting date
08 Aug 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
09 Jun 2023
Reporting date
09 Jun 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
15 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
04 May 2023
Reporting date
02 May 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
01 May 2023
Reporting date
27 Apr 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Nov 2022
Reporting date
15 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
13 Sep 2022
Reporting date
09 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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