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 (1069 days), 69 trades recorded
• Returns: week — · month — · 90 days +4.5% · 6 months -5.6% · 1 year +4.0% · all +24.1%
• Max drawdown -10.5% · Sharpe 0.24 · win rate 38% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• MRCY · 25.5% · long · since 2023-09-30
• 216648501 · 13.5% · long · since 2025-09-30
• 78462F103 · 13.5% · long · since 2023-09-30
• LW · 12.2% · long · since 2024-09-30
• FISV · 9.4% · long · since 2025-12-31
• MKL · 7.9% · long · since 2024-12-31
• ALKT · 6.4% · long · since 2025-09-30
• FUN · 4.6% · long · since 2025-09-30
• P · 4.1% · long · since 2026-06-30
• RPD · 2.9% · long · since 2024-06-30

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