Fund · Barry Rosenstein
Jana Partners
Activist in consumer and tech.
Copying every 13F the day after it was filed returned 14.5% a year, against 21.6% for SPY over the same 3.0 years and 12 quarters, since Nov 2023. Clone score 42 of 100: Coin flip.
| Manager | Barry Rosenstein |
| Clone score | 42 / 100 |
| Verdict | Coin flip |
| Copy, a year | 14.5% |
| SPY, a year | 21.6% |
| Edge, a year | −7.1% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $1.9B |
| Positions | 10 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| MRCY | MERCURY SYS INC | 25.5% | $484M | TRIM |
| COO | COOPER COS INC | 13.5% | $257M | HOLD |
| SPY | STATE STR SPDR S&P 500 ETF T | 13.5% | $256M | HOLD |
| LW | LAMB WESTON HLDGS INC | 12.2% | $233M | ADD |
| FISV | FISERV INC | 9.4% | $180M | TRIM |
| MKL | MARKEL GROUP INC | 7.9% | $150M | ADD |
| ALKT | ALKAMI TECHNOLOGY INC | 6.4% | $122M | ADD |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 4.6% | $87.7M | HOLD |
| P | EVERPURE INC | 4.1% | $77.9M | TRIM |
| RPD | RAPID7 INC | 2.9% | $54.7M | HOLD |