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Barry Rosenstein / JANA Partners

Tier 1 · PRIORITY · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $1,605,976,760 · 10 positions · top-10 100.0% · SEC filing history →

13FScore 49/100 — cloning their disclosed top holdings over ~2.6y returned +16%/yr vs S&P +22%/yr (alpha -6%/yr), ahead of the market in 45% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
none

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$FISV · FISERV INC15.4%+98%HighPayments and financial-services technology

Top holdings now

Issuer% bookBusiness
$MRCY · MERCURY SYS INC18.6%Aerospace and defense electronics
$COO · COOPER COS INC15.9%Contact lenses and women's-health devices
$FISV · FISERV INC15.4%Payments and financial-services technology
$SPY · STATE STR SPDR S&P 500 ETF T13.9%
$LW · LAMB WESTON HLDGS INC13.2%Frozen potato products (french fries)
$MKL · MARKEL GROUP INC9.0%Specialty insurance and investments holding
$ALKT · ALKAMI TECHNOLOGY INC5.3%Digital banking platform for financial institutions
$FUN · SIX FLAGS ENTERTAINMENT CORP4.5%Theme park operator
$RPD · RAPID7 INC2.3%Cybersecurity and vulnerability management
$EHABUSD · ENHABIT INC1.8%Home health and hospice care services

Generated 2026-06-27 · Alpha-Investor tracker