What Barry Rosenstein Bought in Q1 2026
JANA Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$1.67B
Total Value
11
Holdings
1
New Buys
3
Reduced
In Q1 2026, Barry Rosenstein reported 11 long equity positions worth $1.67B in their JANA Partners 13F filing, including 1 new positions (largest: EVERPURE INC at $61.5M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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% | — |