JANA Partners Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.0B
Holdings
10
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | 7,131,339 | $476.6M | 23.44% | |
| 2 | MKLMARKEL GROUP INC | 177,926 | $307.1M | 15.11% | Call |
| 3 | TRMBTRIMBLE INC | 4,178,088 | $295.2M | 14.52% | |
| 4 | MRCYMERCURY SYS INC | 6,941,565 | $291.5M | 14.34% | |
| 5 | SPYSPDR S&P 500 ETF TR | 429,263 | $251.6M | 12.37% | |
| 6 | THSTREEHOUSE FOODS INC | 4,910,950 | $172.5M | 8.49% | |
| 7 | RPDRAPID7 INC | 3,690,129 | $148.5M | 7.30% | |
| 8 | FISFIDELITY NATL INFORMATION SV | 496,895 | $40.1M | 1.97% | |
| 9 | WOLF*WOLFSPEED INC | 4,988,216 | $33.2M | 1.63% | |
| 10 | EHABENHABIT INC | 2,137,145 | $16.7M | 0.82% |