JAJANA Partners Management, LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings11 positions
LAMB WESTON HLDGS INC | 7.1M | $476.6M | 23.4% | $62.44 | +1.80% | 2 qtrssince 2024-Q3 | Increased 100 |
TRIMBLE INC | 4.2M | $295.2M | 14.5% | $54.71 | +29.14% | 5 qtrssince 2023-Q4 | Decreased 0 |
MERCURY SYS INC | 6.9M | $291.5M | 14.3% | $35.18 | +19.39% | 6 qtrssince 2023-Q3 | Unchanged 0 |
STATE STR SPDR S&P 500 ETF T | 429,263 | $251.6M | 12.4% | $456.98 | +25.78% | 6 qtrssince 2023-Q3 | Decreased 0 |
MARKEL GROUP INC | 108,926 | $188M | 9.2% | $1,726.23 | 0.00% | 1 qtr | New 97 |
TREEHOUSE FOODS INC | 4.9M | $172.5M | 8.5% | — | — | 6 qtrssince 2023-Q3 | Unchanged 0 |
RAPID7 INC | 3.7M | $148.5M | 7.3% | $42.36 | -5.03% | 3 qtrssince 2024-Q2 | Increased 62 |
MARKEL GROUP INC | 69,000 | $119.1M | 5.9% | — | — | — | New — |
FIDELITY NATL INFORMATION SV | 496,895 | $40.1M | 2.0% | $51.63 | +48.24% | 6 qtrssince 2023-Q3 | Decreased 0 |
| 5M | $33.2M | 1.6% | — | — | 4 qtrssince 2024-Q1 | Decreased 0 | |
ENHABIT INC | 2.1M | $16.7M | 0.8% | — | — | 6 qtrssince 2023-Q3 | Unchanged 0 |
JANA Partners Management, LP manages $2B across 11 positions as of Q4 2024. Top holdings: LW (23.4%), TRMB (14.5%), MRCY (14.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Added 1 new position, exited 2, increased 2, trimmed 4. Top move: LW (INCREASED, conviction 100). Portfolio: $2.0B 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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