Jana Partners disclosed in an SEC filing its holdings as of September 30, 2025. The fund’s three new buys during Q3 included, by size of position, Cooper Companies (COO), Six Flags (FUN), and Alkami Technology (ALKT). Jana exited its position in WEX (WEX), increased its stake in Rapid7 (RPD) and Freshpet (FRPT), and reduced its position in Trimble (TRMB), Lamb Weston (LW), SPDR S&P 500 ETF Trust (SPY), Markel (MKL), and Mercury Systems (MRCY). The fund’s top holdings as of September 30, in order of size, were Mercury Systems, Lamb Weston, Markel, SPDR S&P 500 ETF Trust, and Cooper.
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