JAJANA Partners Management, LP
Institutional investor · Portfolio as of Q1 2026
Top Holdings11 positions
MERCURY SYS INC | 4.1M | $299.5M | 18.0% | $35.18 | +107.26% | 11 qtrssince 2023-Q3 | Decreased 0 |
Cooper Companies, Inc. | 3.6M | $254.9M | 15.3% | $72.68 | -1.62% | 3 qtrssince 2025-Q3 | Increased 63 |
FISERV INC | 4.4M | $247.5M | 14.8% | $61.56 | -9.35% | 2 qtrssince 2025-Q4 | Increased 99 |
State Street SPDR S&P 500 ETF | 343,665 | $223.5M | 13.4% | $478.57 | +35.21% | 11 qtrssince 2023-Q3 | Decreased 0 |
LAMB WESTON HOLDINGS INC | 5M | $211.7M | 12.7% | $61.22 | -32.07% | 7 qtrssince 2024-Q3 | Unchanged 0 |
MARKEL GROUP INC | 75,307 | $144.1M | 8.6% | $1,769.51 | +8.17% | 6 qtrssince 2024-Q4 | Decreased 0 |
ALKAMI TECHNOLOGY INC | 5.4M | $85.1M | 5.1% | $22.96 | -31.74% | 3 qtrssince 2025-Q3 | Increased 67 |
SIX FLAGS ENTERTAINMENT CORP | 4.1M | $73.1M | 4.4% | $22.60 | -21.46% | 3 qtrssince 2025-Q3 | Unchanged 0 |
EVERPURE INC | 1M | $61.5M | 3.7% | $59.04 | 0.00% | 1 qtr | New 85 |
RAPID7 INC | 6.7M | $37.2M | 2.2% | $33.08 | -83.34% | 8 qtrssince 2024-Q2 | Unchanged 0 |
ENHABIT INC | 2.1M | $29.5M | 1.8% | — | — | 11 qtrssince 2023-Q3 | Unchanged 0 |
JANA Partners Management, LP manages $1.7B across 11 positions as of Q1 2026. Top holdings: MRCY (18.0%), COO (15.3%), FISV (14.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Added PSTG; exited THS and FRPT; increased 3, led by FISV (+2.2M shares); trimmed 3, led by MRCY (−852,057 shares). Top move: FISV (INCREASED, conviction 99). Portfolio: $1.7B across 11 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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