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JANA Partners (Barry Rosenstein) 13F holdings — 2026-06-30

Filed by JANA Partners Management, LP on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

10positions

$1.9Breported value

1new positions

1positions sold out

Holdings

Issuer	Class	Shares	Value	% of 13F	Change
MERCURY SYS INC	COM	3,958,849	$484.3M	25.46%	Reduced 4%
COOPER COS INC	COM	3,582,480	$256.9M	13.5%	No change
STATE STR SPDR S&P 500 ETF T	TR UNIT	342,965	$256.1M	13.46%	No change
LAMB WESTON HLDGS INC	COM	5,394,635	$232.9M	12.25%	Added 8%
FISERV INC	COM	3,662,080	$179.6M	9.44%	Reduced 17%
MARKEL GROUP INC	COM	76,743	$149.9M	7.88%	Added 2%
ALKAMI TECHNOLOGY INC	COM	6,747,707	$122.3M	6.43%	Added 24%
SIX FLAGS ENTERTAINMENT CORP	COM	4,116,099	$87.7M	4.61%	No change
EVERPURE INC	CL A	989,196	$77.9M	4.1%	New position
RAPID7 INC	COM	6,749,936	$54.7M	2.87%	No change

Sold out since prior quarter

Issuer	Shares in prior quarter	Prior value
ENHABIT INC	2,090,412	$29.5M

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.