JAJANA Partners Management, LP

Top Holdings9 positions

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Activity:AllNewIncreasedDecreasedExitedUnchangedFirst report

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NEWR New Relic Inc	3.2M	$275.3M	19.6%	—	—	—	1 qtr	First report 0
FRPT FRESHPET INC	3.3M	$214.4M	15.3%	—	$65.88	0.00%	1 qtr	First report 0
THSDelisted TREEHOUSE FOODS INC	4.9M	$213.9M	15.3%	—	$43.58	0.00%	1 qtr	First report 0
FIS FIDELITY NATL INFORMATION SV	3.7M	$206.5M	14.7%	—	$50.96	0.00%	1 qtr	First report 0
MRCY MERCURY SYS INC	4.7M	$174.5M	12.5%	—	$37.09	0.00%	1 qtr	First report 0
SPY Unit STATE STR SPDR S&P 500 ETF T	307,033	$131.3M	9.4%	—	$412.26	0.00%	1 qtr	First report 0
FYBRDelisted <![CDATA[FRONTIER COMMUNICATIONS PARENT INC]]>	8.3M	$129.6M	9.2%	—	$15.65	0.00%	1 qtr	First report 0
WOLFSPEED INC(CREEN)Delisted	936,000	$35.7M	2.5%	—	—	—	1 qtr	First report 0
EHABDelisted ENHABIT INC	1.8M	$20.5M	1.5%	—	$11.25	0.00%	1 qtr	First report 0

$1.4B

AUM

9

Positions

Q3 2023

Filing

HI score · 2.0/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q3'23

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

JANA Partners Management, LP manages $1.4B across 9 positions as of Q3 2023. Top holdings: NEWR (19.6%), FRPT (15.3%), THS (15.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.