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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
20
$1.97B
96.75%
Latest2025Q3
Top BuysFUN (US)
Top SellsFYBR (US)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Food & Tobacco
Aerospace & Defense
Software & IT Services
Insurance
Healthcare Equipment & Supplies
Hotels & Entertainment Services
Healthcare Providers & Services
Professional & Commercial 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
17.58%
-995.17K
$347.12M
$384.42M
4.97M
Aerospace & Defense
2025-11-06
15.67%
+4.34K
$309.45M
$291.15M
5.01M
Food & Tobacco
2025-10-02
14.27%
-4.02K
$281.76M
$281.76M
147.41K
Insurance
2025-09-30
13.04%
-126.42K
$257.57M
$257.57M
386.64K
--
2025-09-30
8.45%
+2.43M
$166.92M
$166.92M
2.43M
Healthcare Equipment & Supplies
2025-09-30
7.78%
-1.73M
$153.62M
$153.62M
1.88M
Software & IT Services
2025-09-30
7.04%
0.00
$139.07M
$117.65M
5.82M
Food & Tobacco
2025-11-10
5.32%
+200.00K
$105.09M
$125.66M
6.70M
Software & IT Services
2025-11-25
4.66%
+4.05M
$92.01M
$92.01M
4.05M
Hotels & Entertainment Services
2025-09-30
2.93%
+41.37K
$57.76M
$57.76M
1.05M
Food & Tobacco
2025-09-30
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