Boardroom Alpha
Activist profile

JANA Partners Management, LP

Campaigns
3
Proxy fights
0
Settlements
3
Directors placed
6
Style
Deal-maker

Founded in 2001 by Barry Rosenstein, JANA Partners is a leading event-driven investment firm recognized for its disciplined approach to shareholder activism. The firm specializes in identifying undervalued public companies where it can catalyze value through constructive engagement, focusing on operational improvements, optimized capital allocation, and strategic corporate transactions. JANA’s "V3" investment criteria—Value, Votes, and Variety of Ways to Win—underpins a rigorous selection process that seeks to align management incentives with shareholder interests to drive long-term total shareholder return (TSR). JANA has built a formidable track record of high-profile engagements across diverse sectors, including landmark campaigns at Whole Foods, Walgreens Boots Alliance, Conagra Brands, Lamb Weston and Six Flags. By leveraging a deep network of industry operating partners and maintaining a reputation for working judiciously with boards, JANA effectively bridges the gap between current corporate performance and intrinsic potential.

Recent activity

Notable Campaigns

YearTickerTargetType
2026RPDRapid7 IncCooperation agreement

Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →

Current positions

Top Holdings

Q ending Mar 31, 2026
TickerCompany% of floatPosition value
RPDRapid7 Inc
10.1%
$37M
MRCYMercury Systems Inc
6.84%
$299M
ALKTAlkami Technology Inc
5.08%
$85M
EHABEnhabit Inc
4.08%
$29M
FUNSix Flags Entertainment Corp
4.03%
$73M

Full portfolio, position changes by quarter, and overlap with JANA’s likely next targets inside the platform →

Last 12 months

Recent SEC Filings

Portfolio (13F)
Voting (N-PX)

Full filings history with parsed positions, voting records, and dissident-proxy timelines inside the platform →

View all filings on SEC EDGAR ↗
Inside Boardroom Alpha

The full JANA Partners Management, LP profile

  • Daily-rescored target prediction from the activist's current 13F overlap
  • Full detail on every activist board nominee and the election or settlement result
  • Per-campaign effectiveness scoring across vote outcomes and concessions
  • Composite influence, vote-strength, and negotiating-leverage scoring
  • Preferred legal counsel, proxy solicitor, and IR/PR provider history