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Barry Rosenstein / JANA Partners

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $1,605,976,760 · 10 positions · top-10 100.0% · SEC filing history →

13FScore 47/100 — cloning their disclosed top holdings over ~2.7y returned +14%/yr vs S&P +21%/yr (alpha -6%/yr), ahead of the market in 45% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$FISV · FISERV INC15.4%+98%-9%HighFiserv provides payments and financial technology, including merchant acquiring (Clover), card issuing, and core banking and processing services for merchants, banks, and businesses.NASDAQS&P

Top holdings now

Issuer% bookSince entryBusinessTags
$MRCY · MERCURY SYS INC18.6%+159% Q3 '23Mercury Systems designs and manufactures secure, mission-critical processing and electronics subsystems for aerospace and defense applications, including radar, electronic warfare, and sensor systems.NASDAQCitrini
$COO · COOPER COS INC15.9%+5% Q3 '25A medical-device company that makes contact lenses through CooperVision and offers women's-health and fertility products through CooperSurgical.NASDAQS&P
$FISV · FISERV INC15.4%-25% Q4 '25Fiserv provides payments and financial technology, including merchant acquiring (Clover), card issuing, and core banking and processing services for merchants, banks, and businesses.NASDAQS&P
$SPY · STATE STR SPDR S&P 500 ETF T13.9%+74% Q3 '23An exchange-traded fund managed by State Street (SPY) that tracks the S&P 500 index of large-capitalization US stocks.SerenityBitget →
$LW · LAMB WESTON HLDGS INC13.2%-28% Q3 '24Lamb Weston is a producer and supplier of frozen potato products, including french fries and other appetizers, sold to restaurants, foodservice operators, and retailers worldwide.
$MKL · MARKEL GROUP INC9.0%+14% Q4 '24Markel Group is a diversified holding company built around specialty insurance and reinsurance, and also owns a portfolio of operating businesses and makes long-term equity investments.
$ALKT · ALKAMI TECHNOLOGY INC5.3%-28% Q3 '25Alkami Technology provides a cloud-based digital banking platform that banks and credit unions use to deliver online and mobile banking to their customers.NASDAQ
$FUN · SIX FLAGS ENTERTAINMENT CORP4.5%-23% Q3 '25Six Flags Entertainment operates regional theme parks, water parks and amusement parks across North America, earning revenue from admissions, food, merchandise and season passes.
$RPD · RAPID7 INC2.3%-72% Q2 '24Rapid7 provides cybersecurity software and services for vulnerability management, threat detection, and security operations across cloud and on-premises environments.NASDAQ
$EHABUSD · ENHABIT INC1.8%Enhabit is a home health and hospice provider that delivers skilled nursing, therapy, and end-of-life care to patients in their homes across the United States.

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker