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CIK: 0001998597
Total reported value
$1.9B
$1.9B
11 檔
74.6%
According to the latest 13F quarterly dataset, JANA Partners Management, LP managed an equity portfolio of $1.9B at the end of Q3 2024, spanning 11 distinct U.S. exchange-listed positions.
In Q3 2024, JANA Partners Management, LP displayed an active expansion posture, initiating 1 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 19.59% | -0.93% | — | |
| 2 | TRMB | Trimble Inc | Stock-Tech | 15.73% | — | +16.84% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.27% | -0.46% | +9.12% | |
| 4 | MRCY | Mercury Systems Inc | Stock-Industrials | 13.33% | +6.81% | +0.24% | |
| 5 | THS | Treehouse Foods Inc | Stock-Other | 10.70% | — | — | |
| 6 | RPD | Rapid7 Inc | Stock-Other | 7.57% | +0.56% | +34.18% | |
| 7 | FYBR | Frontier Communications Pare | Stock-Other | 7.21% | — | -59.17% | |
| 8 | FIS | Fidelity National Info Serv | Stock-Tech | 6.90% | — | -49.50% | |
| 9 | WOLF* | Wolfspeed Inc | Stock-Other | 3.10% | — | — | |
| 10 | EHABUSD | Enhabit Inc | Stock-Other | 0.88% | -1.83% | EXIT | |
| 11 | FTRE | Fortrea Holdings Inc | Stock-Healthcare | 0.72% | — | +0.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LW | Lamb Weston Holdings Inc | +19.6% | NEW | New buy |
| 2 | MRCY | Mercury Systems Inc | +2.4% | +0.24% | Add |
| 3 | TRMB | Trimble Inc | +2.1% | +16.84% | Add |
| 4 | RPD | Rapid7 Inc | +0.7% | +34.18% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +9.12% | Add |
| 6 | THS | Treehouse Foods Inc | +0.2% | — | Unchanged |
| 7 | EHABUSD | Enhabit Inc | -0.2% | +2.69% | Add |
| 8 | FTRE | Fortrea Holdings Inc | -0.2% | +0.35% | Add |
| 9 | QDEL | Quidelortho CORP | -2% | EXIT | Sold out |
| 10 | BL | Blackline Inc | -3.3% | EXIT | Sold out |
| 11 | WOLF* | Wolfspeed Inc | -5.1% | — | Unchanged |
| 12 | FIS | Fidelity National Info Serv | -7% | -49.50% | Trim |
| 13 | FYBR | Frontier Communications Pare | -7.5% | -59.17% | Trim |
According to official SEC Form 13F filings, JANA Partners Management, LP reported a total U.S. public equity portfolio value of $1.9B across 11 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LW, TRMB, SPY) accounted for 74.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
LW
市值: $377.4M
Top Position Liquidated / Trimmed
BL
前期市值: $55.9M
During Q3 2024, JANA Partners Management, LP's top holdings by market value included LW (19.6%)、TRMB (15.7%)、SPY (14.3%). The largest single position, LW, represented 19.6% of total portfolio value.
In Q3 2024, JANA Partners Management, LP made 11 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 2 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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