# Barry Rosenstein — JANA Partners

Source: SEC EDGAR 13F filings (CIK 0001998597).
Page URL: https://superinvestorclub.com/manager/324
Last updated: 2026-07-27T02:07:24.024Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-06-30), Barry Rosenstein reported 11 long equity positions in their JANA Partners 13F filing, with a total reported value of $1.67B.

### About

Activist hedge fund

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | MRCY | MERCURY SYS INC | 4107424 | $299.5M | 17.96% | -17.2% |
| 2 | COO | COOPER COS INC | 3565158 | $254.9M | 15.29% | +1.3% |
| 3 | FISV | FISERV INC | 4435605 | $247.5M | 14.84% | +97.5% |
| 4 | SPY | SPDR S&P 500 ETF | 343665 | $223.5M | 13.40% | -12.2% |
| 5 | LW | LAMB WESTON HLDGS INC | 5008635 | $211.7M | 12.69% | — |
| 6 | MKL | MARKEL GROUP INC | 75307 | $144.1M | 8.64% | -7.3% |
| 7 | ALKT | ALKAMI TECHNOLOGY INC | 5431388 | $85.1M | 5.10% | +11.0% |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | 4116099 | $73.1M | 4.38% | — |
| 9 | P | EVERPURE INC | 1042296 | $61.5M | 3.69% | NEW |
| 10 | RPD | RAPID7 INC | 6743653 | $37.2M | 2.23% | — |
| 11 | EHAB | ENHABIT INC | 2090412 | $29.5M | 1.77% | — |

## New positions this quarter (1)

- P (EVERPURE INC): 1042296 shares, $61.5M

## Increased positions (3)

- COO: 3565158 shares (+1.3%), $254.9M
- FISV: 4435605 shares (+97.5%), $247.5M
- ALKT: 5431388 shares (+11.0%), $85.1M

## Reduced positions (3)

- MRCY: 4107424 shares (-17.2%), $299.5M
- SPY: 343665 shares (-12.2%), $223.5M
- MKL: 75307 shares (-7.3%), $144.1M

## Sold positions (2)

- THS: previously held 5821337 shares worth $137.3M
- FRPT: previously held 557390 shares worth $34.0M

## Filing history (4)

- 2026-03-31 (filed 2026-06-30)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)

## Citation

When citing, use: "Barry Rosenstein, JANA Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/324)".