What Barry Rosenstein Bought in Q3 2025
JANA Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$2.07B
Total Value
12
Holdings
3
New Buys
5
Reduced
In Q3 2025, Barry Rosenstein reported 12 long equity positions worth $2.07B in their JANA Partners 13F filing, including 3 new positions (largest: COOPER COS INC at $166.9M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MRCY | MERCURY SYS INC | 5959481 | $461.3M | 22.33% | -11.8% |
| 2 | LW | LAMB WESTON HLDGS INC | 5008635 | $290.9M | 14.08% | -30.7% |
| 3 | MKL | MARKEL GROUP INC | 147411 | $281.8M | 13.64% | -2.7% |
| 4 | SPY | SPDR S&P 500 ETF | 386637 | $257.6M | 12.47% | -24.6% |
| 5 | COO | COOPER COS INC | 2434607 | $166.9M | 8.08% | NEW |
| 6 | TRMB | TRIMBLE INC | 1881399 | $153.6M | 7.44% | -47.9% |
| 7 | RPD | RAPID7 INC | 6502108 | $121.9M | 5.90% | +13.5% |
| 8 | THS | TREEHOUSE FOODS INC | 5821337 | $117.6M | 5.70% | — |
| 9 | FUN | SIX FLAGS ENTERTAINMENT CORP | 4049940 | $92.0M | 4.45% | NEW |
| 10 | FRPT | FRESHPET INC | 1048136 | $57.8M | 2.80% | +4.1% |
| 11 | ALKT | ALKAMI TECHNOLOGY INC | 1892413 | $47.0M | 2.28% | NEW |
| 12 | EHAB | ENHABIT INC | 2137145 | $17.1M | 0.83% | — |