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Portfolio (Quarterly) Guide ↗

JANA Partners Management, LP

· CIK 0001998597
13F Portfolio $1.9B AUM 10 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 New 3 Added 2 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LW LAMB WESTON HLDGS INC Consumer Defensive 5,394,635.0 $232.9M 12.24% +386K +7.7% $43.18 +26.3%
2 MKL MARKEL GROUP INC Financial Services 76,743.0 $149.9M 7.88% +1K +1.9% $1953.01 -7.0%
3 ALKT ALKAMI TECHNOLOGY INC Technology 6,747,707.0 $122.3M 6.43% +1.3M +24.2% $18.12 +11.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 32.7%
Financial Services 27.4%
Technology 24.1%
Consumer Defensive 15.7%