Long-term investor

Jana Partners Management, LP @janapartnersmanagementlp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001998597).

Record

  • Tracked since 2023-09-30 (1115 days), 69 trades recorded
  • Returns: week n/a · month n/a · 90 days -13.3% · 6 months -2.8% · 1 year -12.7% · all +5.3%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MRCY · 25.5% · long · since 2025-06-30
  • 216648501 · 13.5% · long · since 2025-09-30
  • 78462F103 · 13.5% · long · since 2025-06-30
  • LW · 12.2% · long · since 2025-06-30
  • FISV · 9.4% · long · since 2025-12-31
  • MKL · 7.9% · long · since 2025-06-30
  • ALKT · 6.4% · long · since 2025-09-30
  • FUN · 4.6% · long · since 2025-09-30
  • P · 4.1% · long · since 2026-06-30
  • 753422104 · 2.9% · long · since 2025-06-30

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