JAJANA Partners Management, LP
Institutional investor · Portfolio as of Q2 2024
Top Holdings12 positions
FRONTIER COMMUNICATIONS PARE | 9.6M | $250.7M | 14.7% | $17.03 | +53.75% | 4 qtrssince 2023-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 438,933 | $238.9M | 14.0% | $447.51 | +18.50% | 4 qtrssince 2023-Q3 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 3.1M | $236.8M | 13.9% | $51.63 | +37.13% | 4 qtrssince 2023-Q3 | Decreased 0 |
TRIMBLE INC | 4.2M | $233.6M | 13.7% | $53.47 | +4.58% | 3 qtrssince 2023-Q4 | Increased 69 |
MERCURY SYS INC | 6.9M | $186.9M | 10.9% | $35.17 | -23.27% | 4 qtrssince 2023-Q3 | Unchanged 0 |
TREEHOUSE FOODS INC | 4.9M | $179.9M | 10.5% | $43.58 | -15.92% | 4 qtrssince 2023-Q3 | Increased 62 |
| 6.2M | $140.3M | 8.2% | — | — | 2 qtrssince 2024-Q1 | Increased 79 | |
RAPID7 INC | 2.7M | $117.8M | 6.9% | $43.23 | 0.00% | 1 qtr | New 96 |
BLACKLINE INC | 1.2M | $55.9M | 3.3% | $48.45 | +13.81% | 1 qtr | New 84 |
Quidelortho Corp | 1M | $34.1M | 2.0% | $47.94 | -4.88% | 2 qtrssince 2024-Q1 | Decreased 0 |
ENHABIT INC | 2.1M | $18.6M | 1.1% | $11.14 | -19.92% | 4 qtrssince 2023-Q3 | Unchanged 0 |
FORTREA HLDGS INC | 690,000 | $16.1M | 0.9% | $23.34 | 0.00% | 1 qtr | New 58 |
JANA Partners Management, LP manages $1.7B across 12 positions as of Q2 2024. Top holdings: FYBR (14.7%), SPY (14.0%), FIS (13.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Added 3 new positions, exited 1, increased 3, trimmed 4. Top move: RPD (NEW, conviction 96). Portfolio: $1.7B across 12 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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