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Jana Partners

Jana Partners LLC

Jana Partners LLC is an investment management firm founded in 2001 by Barry Rosenstein, Jana’s Managing Partner and Co-Portfolio Manager. The firm has its headquarters in New York.

Shares Held
Asset Size
% Top 10
23
$1.79B
97.03%
Latest2025Q3
Top BuysFISV (US)
Top SellsTHS ()

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
1.79B
1.95B
-8.25%
Shares Held
23
22
+4.55%
Buys
6
3
+100.00%
Sells
4
4
0.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
16.73%
-444.86K
$300.00M
$318.47M
4.11M
2026-03-04
16.08%
+1.09M
$288.47M
$241.31M
3.52M
2025-12-31
14.88%
+4.70K
$266.86M
$260.70M
391.34K
2025-12-31
13.10%
+386.00K
$234.94M
$313.32M
5.39M
2026-04-15
9.73%
-66.19K
$174.59M
$155.24M
81.22K
2025-12-31
8.41%
+2.25M
$150.83M
$289.51M
2.25M
2025-12-31
7.75%
0.00
$139.07M
$117.65M
5.82M
2025-11-10
4.75%
+536.72K
$85.11M
$134.92M
5.43M
2026-03-25
3.52%
+66.16K
$63.14M
$93.52M
4.12M
2025-12-31
2.08%
+16.50K
$37.25M
$126.75M
6.76M
2026-03-26

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Buy
+386.00K
+6.60%
5.39M
$234.94M
2026-04-15
Buy
+16.50K
+0.20%
6.76M
$37.25M
2026-03-26
Buy
+536.72K
+8.90%
5.43M
$85.11M
2026-03-25
Sell
-444.86K
-9.70%
4.11M
$300.00M
2026-03-04
5
TreeHouse Foods Ord Shs ()
THS
Exit
-5.82M
-100.00%
0.00
$0.00
2026-02-11
New
+2.25M
+50.00%
2.25M
$150.83M
2025-12-31
Exit
-1.88M
-100.00%
0.00
$0.00
2025-12-31
Buy
+1.09M
+23.50%
3.52M
$288.47M
2025-12-31
Sell
-490.75K
-46.80%
557.39K
$33.96M
2025-12-31
Sell
-66.19K
-44.90%
81.22K
$174.59M
2025-12-31

Holding Performance

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