Equal-WT
WhaleScore 2.0
?
JANA PARTNERS MANAGEMENT, LP
8
followers
·
Follow
NEW YORK NY
Investment Advisor
Activist Investor
Hedge Fund
Jana Partners Management is based out of New York. Jana Partners Management is a hedge fund with 8 clients and discretionary assets under management (AUM) of $1,837,242,228 (Form ADV from 2024-10-22). Their last reported 13F filing for Q4 2024 included $2,033,102,865 in managed 13F securities
and a top 10 holdings concentration of 99.18%. Jana Partners Management's largest holding is Lamb Weston Holdings Inc with shares held of 7,131,339. Whalewisdom has at least 100 13F filings, 253 13D filings, 198 13G filings, and 66 Form 4 filings
Business Description
JANA Partners Management, LP, headquartered in New York City, is a Delaware limited partnership founded in April 2001. Barry Rosenstein serves as the Founder & Executive Chairman, and Scott Ostfeld is the Managing Partner.
JANA offers a wide range of investment advisory services with no limitations on the types of securities they can invest in or advise on. They have the flexibility to create and utilize special purpose subsidiaries, investment vehicles, derivatives, and structured products, subject to the provisions of relevant agreements and organizational documents.
Investment Strategy
JANA's investment strategy focuses on long-only positions, aiming to identify and purchase undervalued securities. They strive to effect value-creating change in these companies, hoping to see their investments converge towards or exceed their expected values. However, the success of this strategy depends on their ability to accurately identify and acquire these opportunities, which is a challenging task with no guarantees.
JANA's investment team conducts thorough fundamental market research, drawing on diverse sources of information to inform their decisions. They regularly review client accounts, ensuring holdings align with investment objectives and guidelines. They also monitor risks arising from factors like client-imposed restrictions, leverage, counterparty risk, and operational risks.
Owners
- ROSENSTEIN, BARRY, STUART - FOUNDER & EXECUTIVE CHAIRMAN | LIMITED PARTNER
- OSTFELD, SCOTT, DAVID - MANAGING PARTNER | LIMITED PARTNER
- GALLIGAN, KEVIN, GARVEY - PARTNER | LIMITED PARTNER
- YOUNG, JAY, HYUN - CHIEF OPERATING OFFICER
- FANJIANG, JENNIFER - PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | LIMITED PARTNER
- HUNTER, RYAN, MATTHEW - CHIEF FINANCIAL OFFICER
- JANA PARTNERS MANAGEMENT GP, LLC - GENERAL PARTNER
- CANNAE HOLDINGS, LLC - SPECIAL LIMITED PARTNER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| LW Lamb Weston Holdings | 11.59% |
| MKL Markel Group Inc | 9.25% |
| MKL Markel Group Inc (CALL) | 5.86% |
| RPD Rapid7 Inc | -0.27% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| LW Lamb Weston Holdings (CALL) | 7.74% |
| FYBR Frontier Communicati | 7.21% |
| FIS Fidelity National In | 4.93% |
| SPY SPDR S&P 500 ETF TRU | 1.89% |
| WOLF WOLFSPEED, INC. | 1.47% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| LW Lamb Weston Holdings | 23.44% |
| TRMB Trimble Inc | 14.52% |
| MRCY Mercury Systems Inc | 14.34% |
| SPY SPDR S&P 500 ETF TRU | 12.37% |
| MKL Markel Group Inc | 9.25% |
2024-12-31
13F Activity
| Market Value | $2.03b, Prior: $1.93b |
| Inflows (Outflows) as % of Total MV | +2.7655% |
| New Purchases | 2 stocks |
| Added To | 2 stocks |
| Sold out of | 3 stocks |
| Reduced holdings in | 4 stocks |
| Top 10 Holdings % | 99.18% |
| Turnover %[1] | 35.71% |
| Turnover Alt %[2] | 23.45% |
| Time Held Top 20 | 7.5455 quarters |
| Time Held Top 10 | 7.2 quarters |
| Time Held All | 7.73 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31