JANA Partners disclosed in an SEC filing its holdings as of March 31, 2026. JANA’s one new exit during the first quarter was Freshpet (FRPT). JANA increased its stake in three holdings, including by size of previous position, Fiserv (FISV), Alkami Technology (ALKT), and Cooper Companies (COO). JANA reduced its stake in a number holdings, including by size of previous position, Mercury Systems (MRCY) and Markel Group (MKL). JANA’s top holdings as of March 31, in order of size, were Mercury Systems, Cooper Companies, Fiserv, and Lamb Weston (LW).
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on FRPT:
- Analyst Jon Andersen Initiates Buy on Freshpet, Citing Structural Growth Advantages and Compelling Risk‑Reward
- Freshpet Inc. Balances Growth Ambition With Cost Pressures
- Freshpet price target lowered to $77 from $90 at Morgan Stanley
- Oracle upgraded, Planet Fitness downgraded: Wall Street’s top analyst calls
- Midday Fly By: McDonald’s, Arm report Q1 beats