Jana Partners (Barry Rosenstein) 13F: Q2 2026 Holdings and Changes | Manifest

Jana Partners

13F Holdings · CIK 1998597 · filed 2026-08-14

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New Positions

1

10% of current holdings

Exited

1

10% of prior holdings

Increased

5

50% of prior holdings

Decreased

3

30% of prior holdings

Total holdings: 10 → 10

Show unchanged positions

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10 positions

					Shares				Value ($)

New	Long	EVERPURE INC	74624M102	CL A	—	989,196	+989,196	—	—	$77.9M	+$77.9M	—
Exited	Long	ENHABIT INC	29332G102	COM	2,090,412	—	−2,090,412	−100.0%	$29.5M	—	−$29.5M	−100.0%
Increased	Long	ALKAMI TECHNOLOGY INC	01644J108	COM	5,431,388	6,747,707	+1,316,319	+24.2%	$85.1M	$122.3M	+$37.2M	+43.7%
Increased	Long	COOPER COS INC	216648501	COM	3,565,158	3,582,480	+17,322	+0.5%	$254.9M	$256.9M	+$2.0M	+0.8%
Increased	Long	LAMB WESTON HLDGS INC	513272104	COM	5,008,635	5,394,635	+386,000	+7.7%	$211.7M	$232.9M	+$21.3M	+10.1%
Increased	Long	MARKEL GROUP INC	570535104	COM	75,307	76,743	+1,436	+1.9%	$144.1M	$149.9M	+$5.7M	+4.0%
Increased	Long	RAPID7 INC	753422104	COM	6,743,653	6,749,936	+6,283	+0.1%	$37.2M	$54.7M	+$17.5M	+47.1%
Decreased	Long	FISERV INC	337738108	COM	4,435,605	3,662,080	−773,525	−17.4%	$247.5M	$179.6M	−$67.9M	−27.4%
Decreased	Long	MERCURY SYS INC	589378108	COM	4,107,424	3,958,849	−148,575	−3.6%	$299.5M	$484.3M	+$184.8M	+61.7%
Decreased	Long	STATE STR SPDR S&P 500 ETF T	78462F103	TR UNIT	343,665	342,965	−700	−0.2%	$223.5M	$256.1M	+$32.6M	+14.6%