13F Filings History of JANA Partners Management, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,921,781,130
Signature - Title
Jennifer Fanjiang - Partner, Chief Legal Officer and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by JANA Partners Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JANA Partners Management, LP reported 12 stock holdings with total value $1,921,781,130 as of Q4 2025. Top holdings included MRCY, COO, SPY, LW, and MKL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 12 $1,921,781,130 +$316,912,584 -$399,247,893 -$82,335,309 MRCY, COO, SPY, LW, MKL 13F-HR 17 Feb 2026, 15:45
Q3 2025 12 $2,065,490,788 +$322,697,536 -$447,641,917 -$124,944,381 MRCY, LW, MKL, SPY, COO 13F-HR 14 Nov 2025, 16:30
Q2 2025 10 $1,991,086,576 +$97,818,892 -$137,885,309 -$40,066,417 LW, MRCY, SPY, MKL, TRMB 13F-HR 14 Aug 2025, 09:00
Q1 2025 10 $1,936,600,795 +$267,853,088 -$48,508,844 +$219,344,244 LW, SPY, MRCY, MKL, TRMB 13F-HR 15 May 2025, 08:50
Q4 2024 10 $1,913,992,995 +$430,317,260 -$327,455,650 +$102,861,610 LW, TRMB, MRCY, SPY, MKL 13F-HR 14 Feb 2025, 16:30
Q3 2024 11 $1,777,385,083 +$333,215,356 -$421,685,505 -$88,470,149 TRMB, SPY, MRCY, LW, THS 13F-HR 14 Nov 2024, 08:30
Q2 2024 12 $1,709,706,509 +$249,819,876 -$290,010,133 -$40,190,257 FYBR, SPY, FIS, TRMB, MRCY 13F-HR 14 Aug 2024, 09:00
Q1 2024 10 $1,829,573,735 +$335,054,369 -$197,048,720 +$138,005,649 SPY, FIS, TRMB, FYBR, MRCY 13F-HR 15 May 2024, 09:00
Q4 2023 8 $1,549,058,819 +$357,444,651 -$376,265,864 -$18,821,213 SPY, FRPT, FYBR, THS, TRMB 13F-HR 14 Feb 2024, 09:01
Q3 2023 1 $35,661,600 $0 $0 $0 WOLF New Holdings 16 Nov 2023, 16:59
Q3 2023 8 $1,365,962,551 $0 $0 $0 NEWR, FRPT, THS, FIS, MRCY 13F-HR 14 Nov 2023, 16:31