Jana Partners Llc (Barry Rosenstein & Scott Ostfeld)
Basic Stats
Market Value
1.34B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (0)
Avg. Holding Period
7 years
Turnover
0.2%
Industry Breakdown
Grain Mill Products
21.1%
Canned, Frozen & Preservd Fruit, Veg & Food Specialties
17.9%
Services-prepackaged Software
15.7%
Services-business Services, Nec
15.1%
Electronic Components & Accessories
11.4%
Services-medical Laboratories
7.2%
Services-computer Integrated Systems Design
2.1%
Services-home Health Care Services
2.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 FRPT | Freshpet Inc | 282.30M | 21.1% | 4.3M | 6.9% | 275.4K | 66.00 | 8.9% |
 THS | Treehouse Foods Inc | 239.50M | 17.9% | 4.8M | 0.1% | 6.0K | 50.00 | 8.4% |
 NEWR | New Relic Inc | 210.22M | 15.7% | 3.2M | — | — | 65.00 | 4.6% |
 FIS | Fidelity Natl Information Sv | 202.09M | 15.1% | 3.7M | 6.2% | 214.5K | 55.00 | 0.6% |
 MRCY | Mercury Sys Inc | 152.01M | 11.4% | 4.4M | 120.5% | 2.4M | 35.00 | 7.8% |
 SPY | Spdr S&p 500 Etf Tr | 98.02M | 7.3% | 221.1K | -2.4% | -5.4K | 443.00 | 0.0% |
 LH | Laboratory Corp Amer Hldgs | 97.00M | 7.2% | 401.9K | -39.5% | -262.4K | 207.00 | 0.5% |
 LDOS | Leidos Holdings Inc | 28.75M | 2.1% | 324.9K | New Buy | 324.9K | 88.00 | 0.2% |
 EHAB | Enhabit Inc | 28.46M | 2.1% | 2.5M | 1.8% | 43.1K | 12.00 | 5.0% |
 BKSY | Blacksky Technology Inc | — | — | — | Sold Out | -2.9M | 52.00 | — |