JANA Partners Management, LP

Comprehensive Analysis of JANA Partners Management, LP 13F Filing (Q3 2025)

Portfolio Overview

As of the report date September 30, 2025, JANA Partners Management, LP manages a portfolio valued at approximately $531.36 million, spread across just five holdings. This represents a dramatic contraction in assets under management (AUM) of 73.3% compared to the previous quarter's value of $1.99 billion. The reduction in AUM is accompanied by a significant decrease in the number of positions, dow...