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| Happy Holidays!! thanks for using AUM13F!! |
| Jana Partners Management LP
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| CRD # | 292832 |
| SEC # | 801-128907 |
| CIK # | 0001998597, 0001159159 |
| AUM | $2.4 B (2025-03-27) |
| Employees | 20 (40% Investors, 0% Brokers) |
| Phone | 212-455-0900 |
| Address | 888 Seventh Avenue New York, NY 10106 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Jana Strategic Investment Fund IX LP | 2020-02-20 | 98.9 | |
| HF | Jana Strategic Investment Fund VIII LP | 2019-02-27 | 46.6 | |
| HF | Jana Special Situations Investments II LLC | 2018-03-28 | 19.4 | |
| HF | Jana Special Situations Investments LLC | 2018-03-28 | 99.2 | |
| HF | Jana Strategic Investments Benchmark Master Fund LP | [2018-03-28] | 811.2 | 1,916.0 |
| HF | JM IV LP | 2017-03-30 | 252.8 |
| 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 | 7 | 2.4 |
| (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 | 7 | 2.4 |
| By Discretionary | ||
| Discretionary | 7 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 0.5 | |
| Total | 7 | 2.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Barry Rosenstein | 8 | |||
| Charles Penner | 5 | |||
| David Didomenico | 5 | |||
| Scott Ostfeld | 5 | |||
| Jana Special Situations Management LP | 2 | |||
| Jana Partners Management LP | 2 | |||
| Jana Special Situations Capital LLC | 1 | |||
| Jennifer Fanjiang | 1 | |||
| Kevin Galligan | 1 | |||
| Jana Partners Capital LLC | 1 | |||
| 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] |
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Incentive as
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|
2.3 | |
|
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✚
|
2.3 | |
|
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CT | 2.3 |