SEC 13F Intelligence

Managers / Q2 2025 · view latest →

JANA Partners Management, LP

CIK 0001998597 · 888 SEVENTH AVENUE, 24TH FLOOR, NEW YORK, NY, 10106 · 212-455-0900

Reported Value
$2.0B
Q2 2025
Positions
10
Filings on Record
13
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Jana Partners Management, Lp reported $2.0B in U.S.-listed holdings across 10 positions for Q2 2025.

Its largest position, LW, represents 18.8% of the portfolio.

Compared with Q1 2025, the fund opened 1 new position and exited 1.

Reported Value by Quarter

13F Reported Value
Q3 ’23: $1.4BQ3 ’23Q4 ’23: $1.5BQ1 ’24: $1.8BQ1 ’24Q2 ’24: $1.7BQ3 ’24: $1.9BQ3 ’24Q4 ’24: $2.0BQ1 ’25: $1.9BQ1 ’25Q2 ’25: $2.0BQ3 ’25: $2.1BQ3 ’25Q4 ’25: $1.9BQ1 ’26: $1.6BQ1 ’26Q2 ’26: $62Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026REVEALED$62M1Jun 30, 2026NEW HOLDINGSchanges · EDGAR ↗
Q1 2026$1.6B10May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.9B12Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.1B12Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.0B10Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.9B10May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.0B11Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.9B12Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.7B12Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.8B10May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.5B8Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023REVEALED$1.4B9Nov 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.