What Barry Rosenstein Bought in Q2 2026
JANA Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$1.90B
Total Value
10
Holdings
0
New Buys
3
Reduced
In Q2 2026, Barry Rosenstein reported 10 long equity positions worth $1.90B in their JANA Partners 13F filing and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MRCY | MERCURY SYS INC | 3958849 | $484.3M | 25.46% | -3.6% |
| 2 | COO | COOPER COS INC | 3582480 | $256.9M | 13.50% | +0.5% |
| 3 | SPY | SPDR S&P 500 ETF | 342965 | $256.1M | 13.46% | -0.2% |
| 4 | LW | LAMB WESTON HLDGS INC | 5394635 | $232.9M | 12.25% | +7.7% |
| 5 | FISV | FISERV INC | 3662080 | $179.6M | 9.44% | -17.4% |
| 6 | MKL | MARKEL GROUP INC | 76743 | $149.9M | 7.88% | +1.9% |
| 7 | ALKT | ALKAMI TECHNOLOGY INC | 6747707 | $122.3M | 6.43% | +24.2% |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | 4116099 | $87.7M | 4.61% | — |
| 9 | P | EVERPURE INC | 989196 | $77.9M | 4.10% | +-5.1% |
| 10 | RPD | RAPID7 INC | 6749936 | $54.7M | 2.87% | +0.1% |