What Barry Rosenstein Bought in Q2 2025
JANA Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$1.99B
Total Value
10
Holdings
0
New Buys
0
Reduced
In Q2 2025, Barry Rosenstein reported 10 long equity positions worth $1.99B in their JANA Partners 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LW | LAMB WESTON HLDGS INC | 7232219 | $375.0M | 18.83% | — |
| 2 | MRCY | MERCURY SYS INC | 6753413 | $363.7M | 18.27% | — |
| 3 | SPY | SPDR S&P 500 ETF | 513053 | $317.0M | 15.92% | — |
| 4 | MKL | MARKEL GROUP INC | 151432 | $302.5M | 15.19% | — |
| 5 | TRMB | TRIMBLE INC | 3608897 | $274.2M | 13.77% | — |
| 6 | RPD | RAPID7 INC | 5729914 | $132.5M | 6.66% | — |
| 7 | THS | TREEHOUSE FOODS INC | 5821337 | $113.1M | 5.68% | — |
| 8 | FRPT | FRESHPET INC | 1006763 | $68.4M | 3.44% | — |
| 9 | WEX | WEX INC | 164029 | $24.1M | 1.21% | — |
| 10 | EHAB | ENHABIT INC | 2137145 | $20.6M | 1.03% | — |