---
name: Copy JANA Partners
kind: hedgecopy-fund
cik: 0001159159
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy JANA Partners (13F follow-the-filing)

JANA Partners files a 13F-HR with the SEC each quarter (CIK 0001159159). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +16.0% vs SPY +22.9% (alpha -6.9%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +8.7% vs SPY +17.3%
- Follow-the-filing TTM: -12.3% vs SPY +16.2% (alpha -28.5%)
- Quarters of history: 17; average coverage 92%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | MRCY | MERCURY SYS INC | 25.5% |
| 2 | COO | COOPER COS INC | 13.5% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 13.5% |
| 4 | LW | LAMB WESTON HLDGS INC | 12.2% |
| 5 | FISV | FISERV INC | 9.4% |
| 6 | MKL | MARKEL GROUP INC | 7.9% |
| 7 | ALKT | ALKAMI TECHNOLOGY INC | 6.4% |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | 4.6% |
| 9 | P | EVERPURE INC | 4.1% |
| 10 | RPD | RAPID7 INC | 2.9% |

## About the fund

JANA Partners is an investment management firm founded in 2001 by Barry Rosenstein. The firm specializes in event-driven and activist investing, focusing on shareholder engagement to unlock value in undervalued public companies.

- Strategy: Value-oriented, event-driven, and activist shareholder engagement.
- Type: Activist, Event-driven
- Founders: Barry Rosenstein
- Key people: Barry Rosenstein (Managing Partner and Co-Portfolio Manager); Jennifer Fanjiang (Partner, Chief Legal Officer and Chief Compliance Officer)
- Founded 2001 · HQ New York, United States
- Reported AUM: $2.3bn (as of 2026-03-27)
- Website: https://www.janapartners.com/

### Approach
JANA employs a value-oriented, event-driven strategy centered on active shareholder engagement. The firm conducts fundamental research to identify undervalued public companies with specific catalysts for value creation. It seeks to work constructively with management to effect change or, if necessary, pursues a shareholder activist strategy to unlock value. The firm emphasizes a disciplined approach, often referred to as V cubed, and aims to mitigate risk through due diligence and position limits.

### History
JANA Partners was founded in 2001 by Barry Rosenstein. The firm has established itself as an engaged investor, focusing on shareholder activism to create value in public companies. Over its history, the firm has managed various investment vehicles and has been involved in notable activist campaigns with companies such as Apple, Whole Foods, and Tiffany's.

### Notable positions / campaigns
- Apple: Activist engagement with the company.
- Whole Foods: Activist engagement with the company.
- Tiffany's: Activist engagement with the company.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001159159"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.