Jana Partners LLC

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Assets, Funds, Holdings

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Jana Partners LLC
CRD #151318
SEC #801-70627
CIK #0001998597, 0001159159
AUM
Employees 21 (43% Investors, 0% Brokers)
Phone212-455-0900
Address767 5th Avenue
New York, NY 10153
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
151296302009201420192024
Sector Form 13F Holdings Value ($B)
Lamb Weston Holdings Inc 0.4
Mercury Computer Systems Inc 0.4
Markel Corp 0.3
Trimble Navigation Ltd /CA/ 0.3
Rapid7 Inc 0.1
Treehouse Foods Inc 0.1
Freshpet Inc 0.1
Wright Express Corp 0.0
Enhabit Inc 0.0
 
 
Holdings by Sector ($B)
2016128402012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF JSI Benchmark SPV I LP 2018-08-24 73.4
HF Jana Strategic Investment Fund VII LP 2017-08-21 18.3
HF Jana Strategic Investment Fund III LP 2017-03-30 112.1
HF Jana Strategic Investment Fund II LP 2017-03-30 219.6
HF Jana Strategic Investment Fund I LP 2017-03-30 82.5
HF Jana Strategic Investment Fund VI LP 2017-03-30 13.5
HF Jana Strategic Investment Fund V LP 2017-03-30 7.9
HF Jana Investments Fund II [2012-03-30] 88.8 170.0
HF Jana Investments Fund III 2012-03-30 231.3
HF Jana Master Fund Ltd [2012-03-30] 96.3 1,615.3
HF Jana Nirvana Fund LP [2012-03-30] 986.3 238.9
HF Jana Nirvana Master Fund LP [2012-03-30] 425.1 46.6
Other Jana Piranha Master Fund Ltd [2012-03-30] 6.0
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 9 1.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 1.3
By Discretionary
Discretionary 9 1.3
Non-Discretionary 0 0.0
Total 9 1.3
By Non-United States Persons
Non-United States Persons 0.8
United States Persons 0.5
Total 9 1.3
Form D Directors # Filings # Firms 2011 - 2025
David Bree 428
Michelle WilsonClarke 278
Don Seymour 315
Kevin Williams 128
Charles Nightingale 43
James Rankin 84
Gary Claar 13
Barry Rosenstein 8
Jana Partners LLC 6
David Didomenico 5
View All
EDGAR Form CIK 2011 - 2025
13F-HR [0001159159]
13F-NT [0001159159]
3 [0001159159]
4 [0001159159]
SC 13D [0001159159]
SC 13G [0001159159]
13F-HR [0001998597]
3 [0001998597]
4 [0001998597]
SC 13D [0001998597]
Form 13D/13G Filer Form 13D/13G Subject Filed
Jana Partners Management LP Lamb Weston Holdings Inc [2024-10-18]
Jana Partners Management LP Rapid7 Inc [2024-09-27]
Jana Partners LLC Mercury Systems Inc [2023-07-06]
Jana Partners LLC Freshpet Inc [2022-09-22]
Jana Partners LLC New Relic Inc [2022-06-21]
Jana Partners LLC Mercury Systems Inc [2021-12-23]
Jana Partners LLC Treehouse Foods Inc [2021-02-10]
Jana Partners LLC Perspecta Inc [2020-06-11]
Jana Partners LLC Bloomin' Brands Inc [2019-08-30]
Jana Partners LLC Callaway Golf Co [2019-06-13]
View All
Form 3/4/5 Subject 2011 - 2025
JANA Partners Management, LP
Mercury Systems Inc
Rapid7, Inc.
Lamb Weston Holdings, Inc.
TreeHouse Foods, Inc.
New Relic Inc
Jana Partners LLC
BlackSky Technology Inc.
DiDomenico David
Conagra Brands Inc
View All
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