Jana Partners Llc (Barry Rosenstein & Scott Ostfeld)
Basic Stats
Market Value
1.34B
Top 10 (%)
100.00%
Portfolio Size
9 (0)
Avg. Holding Period
7 years
Turnover
0.22%
Industry Breakdown
Grain Mill Products
21.09%
Canned, Frozen & Preservd Fruit, Veg & Food Specialties
17.90%
Services-prepackaged Software
15.71%
Services-business Services, Nec
15.10%
Electronic Components & Accessories
11.36%
7.32%
Services-medical Laboratories
7.25%
Services-computer Integrated Systems Design
2.15%
Services-home Health Care Services
2.13%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Freshpet Inc | FRPT | 282.30M | 21.09% | 4.29M | 6.86% | 275.37K | $65.81 | 8.93% |
 Treehouse Foods Inc | THS | 239.50M | 17.90% | 4.75M | 0.13% | 5.97K | $50.38 | 8.47% |
 New Relic Inc | NEWR | 210.22M | 15.71% | 3.21M | — | — | $65.44 | 4.67% |
 Fidelity Natl Information Sv | FIS | 202.09M | 15.10% | 3.69M | 6.16% | 214.45K | $54.70 | 0.61% |
 Mercury Sys Inc | MRCY | 152.01M | 11.36% | 4.39M | 120.46% | 2.40M | $34.59 | 7.78% |
 Spdr S&p 500 Etf Tr | SPY | 98.02M | 7.32% | 221.13K | -2.38% | -5.40K | $443.28 | 0.02% |
 Laboratory Corp Amer Hldgs | LH | 97.00M | 7.25% | 401.94K | -39.50% | -262.41K | $207.33 | 0.45% |
 Leidos Holdings Inc | LDOS | 28.75M | 2.15% | 324.93K | New Buy | 324.93K | $88.48 | 0.24% |
 Enhabit Inc | EHAB | 28.46M | 2.13% | 2.47M | 1.77% | 43.13K | $11.50 | 4.97% |
 Blacksky Technology Inc | BKSY | — | — | — | Sold Out | -2.88M | $6.49 | — |
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