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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 ()

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Food & Tobacco
Aerospace & Defense
Healthcare Equipment & Supplies
Insurance
Professional & Commercial Services
Software & IT Services
Hotels & Entertainment Services
Healthcare Providers & Services
Pharmaceuticals
Biotechnology & Medical Research
Semiconductors & Semiconductor Equipment
Other

Holdings

2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
16.73%
-444.86K
$300.00M
$318.47M
4.11M
Aerospace & Defense
2026-03-04
16.08%
+1.09M
$288.47M
$241.31M
3.52M
Healthcare Equipment & Supplies
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
Food & Tobacco
2026-04-15
9.73%
-66.19K
$174.59M
$155.24M
81.22K
Insurance
2025-12-31
8.41%
+2.25M
$150.83M
$289.51M
2.25M
Professional & Commercial Services
2025-12-31
7.75%
0.00
$139.07M
$117.65M
5.82M
Food & Tobacco
2025-11-10
4.75%
+536.72K
$85.11M
$134.92M
5.43M
Software & IT Services
2026-03-25
3.52%
+66.16K
$63.14M
$93.52M
4.12M
Hotels & Entertainment Services
2025-12-31
2.08%
+16.50K
$37.25M
$126.75M
6.76M
Software & IT Services
2026-03-26
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