JAJANA Partners Management, LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings12 positions
TRIMBLE INC | 4.9M | $303.1M | 15.7% | $54.71 | +13.48% | 4 qtrssince 2023-Q4 | Increased 73 |
STATE STR SPDR S&P 500 ETF T | 478,963 | $274.8M | 14.3% | $456.98 | +22.72% | 5 qtrssince 2023-Q3 | Increased 68 |
MERCURY SYS INC | 6.9M | $256.8M | 13.3% | $35.18 | +5.18% | 5 qtrssince 2023-Q3 | Increased 63 |
LAMB WESTON HLDGS INC | 3.5M | $228.3M | 11.9% | $61.29 | 0.00% | 1 qtr | New 98 |
TREEHOUSE FOODS INC | 4.9M | $206.2M | 10.7% | — | — | 5 qtrssince 2023-Q3 | Unchanged 0 |
LAMB WESTON HLDGS INC | 2.3M | $149M | 7.7% | — | — | — | New — |
RAPID7 INC | 3.7M | $145.8M | 7.6% | $42.38 | -5.87% | 2 qtrssince 2024-Q2 | Increased 79 |
FRONTIER COMMUNICATIONS PARE | 3.9M | $138.9M | 7.2% | — | — | 5 qtrssince 2023-Q3 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 1.6M | $132.9M | 6.9% | $51.63 | +53.06% | 5 qtrssince 2023-Q3 | Decreased 0 |
| 6.2M | $59.8M | 3.1% | — | — | 3 qtrssince 2024-Q1 | Unchanged 0 | |
ENHABIT INC | 2.1M | $16.9M | 0.9% | — | — | 5 qtrssince 2023-Q3 | Increased 44 |
FORTREA HLDGS INC | 692,408 | $13.8M | 0.7% | $23.33 | -21.00% | 2 qtrssince 2024-Q2 | Increased 42 |
JANA Partners Management, LP manages $1.9B across 12 positions as of Q3 2024. Top holdings: TRMB (15.7%), SPY (14.3%), MRCY (13.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Added 1 new position, exited 2, increased 6, trimmed 2. Top move: LW (NEW, conviction 98). Portfolio: $1.9B across 12 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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