StockDriftsStockDriftsTop 10 Jana Partners Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRCY | MERCURY SYS INC | 18.65% | 4.11M | $299.5M | -17.18%(-852.06K) | $35.88(+156.48%) | 2026-03-31 | |
| COO | COOPER COS INC | 15.87% | 3.57M | $254.9M | +1.29%(+45.54K) | $71.59(-16.74%) | 2026-03-31 | |
| FISV | FISERV INC | 15.41% | 4.44M | $247.5M | +97.53%(+2.19M) | $80.00(-30.83%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 13.92% | 343.7K | $223.5M | -12.18%(-47.67K) | $492.18(+50.18%) | 2026-03-31 | |
| LW | LAMB WESTON HLDGS INC | 13.18% | 5.01M | $211.7M | +0.00%(+0) | $68.98(-36.13%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 8.98% | 75.3K | $144.1M | -7.28%(-5.91K) | $1692.84(+8.93%) | 2026-03-31 | |
| ALKT | ALKAMI TECHNOLOGY INC | 5.3% | 5.43M | $85.1M | +10.97%(+536.72K) | $24.73(-32.84%) | 2026-03-31 | |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 4.55% | 4.12M | $73.1M | +0.00%(+0) | $26.45(-19.41%) | 2026-03-31 | |
| RPD | RAPID7 INC | 2.31% | 6.74M | $37.2M | +0.00%(+0) | $35.75(-81.82%) | 2026-03-31 | |
| EHAB | ENHABIT INC | 1.83% | 2.09M | $29.5M | +0.00%(+0) | $10.74(+28.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.45% | +20.61% |
| Top 20 Holdings Unweighted | +0.50% | +1.52% |
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