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	Status
1	—	TREEHOUSE FOODS INC	—	5,821,337	$137.3M	7.15%	SOLD
2	FRPT	FRESHPET INC	Consumer Defensive	557,390	$34.0M	1.77%	SOLD
3	EHAB	ENHABIT INC	Healthcare	2,090,412	$19.3M	1.00%	SOLD

Sector Allocation

Industrials 32.7%

Financial Services 27.4%

Technology 24.1%

Consumer Defensive 15.7%