Buyside Digest

Barry Rosenstein

Jana Partners

Value

1.9B

Stocks

12 Stocks (1 new)

Turnover

7.82%

CIK

1998597

Top Holdings

MRCY(18.84%) COO(15.01%) SPY(13.89%) LW(10.92%) MKL(9.08%)

About Investor

Established investor leading Jana Partners, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker	Put/Call	Company Name	Industry	Value	Shares	Weighting %	Share Change	Change in Share %	Market Cap
MRCY	-	MERCURY SYS INC	Industrials	362.09M	4,959,481	18.84%	-1,000,000	-16.78%	5,180M
COO	-	COOPER COS INC	Health Care	288.47M	3,519,620	15.01%	1,085,013	44.57%	16,550M
SPY	-	SPDR S&P 500 ETF TR	Other	266.86M	391,337	13.89%	4,700	1.22%	629,865M
LW	-	LAMB WESTON HLDGS INC	Consumer Staples	209.81M	5,008,635	10.92%	0	-	6,800M
MKL	-	MARKEL GROUP INC	Financials	174.59M	81,219	9.08%	-66,192	-44.90%	26,241M
FISV	-	FISERV INC	Other	150.83M	2,245,520	7.85%	2,245,520	New Buy	34,252M
THS	-	TREEHOUSE FOODS INC	Consumer Staples	137.33M	5,821,337	7.15%	0	-	1,234M
ALKT	-	ALKAMI TECHNOLOGY INC	Information Technology	112.92M	4,894,665	5.88%	3,002,252	158.65%	1,743M
RPD	-	RAPID7 INC	Information Technology	102.50M	6,743,653	5.33%	241,545	3.71%	466M
FUN	-	SIX FLAGS ENTERTAINMENT CORP	Consumer Discretionary	63.14M	4,116,099	3.29%	66,159	1.63%	1,604M
FRPT	-	FRESHPET INC	Consumer Staples	33.96M	557,390	1.77%	-490,746	-46.82%	3,545M
EHAB	-	ENHABIT INC	Health Care	19.27M	2,090,412	1.00%	-46,733	-2.19%	561M

Barry Rosenstein

About Investor

Investor Philosophy

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