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Jana takes new position in Wex, exits FIS during Q2

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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