Barry Rosenstein’s Jana Partners disclosed in an SEC filing its holdings as of June 30, 2025. The fund made one new buy on the quarter, $24.1M worth of Wex (WEX). Jana exited one position during the quarter – FIS (FIS). The fund increased its stake in three names – Rapid7 (RPD), Freshpet (FRPT) and TreeHouse (THS) – while decreasing its positions in Lamb Weston (LW), Markel (MKL), SPDR S&P 500 ETF Trust (SPY), Trimble (TRMB) and Mercury Systems (MRCY). Jana’s top holdings as of June 30, in order of size, were Lamb Weston, Mercury Systems, SPDR S&P 500 ETF Trust , Markel Group, and Trimble.
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