Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Added to FISV ALKT, Exited FRPT, Trimmed MRCY SPY MKL holdings
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- Increased: FISV (4.44 mln shares from 2.25 mln shares), ALKT (5.43 mln from 4.89 mln), COO (3.57 mln from 3.5 mln)
- Maintained: RPD (6.74 mln shares), LW (5.01 mln), FUN (4.12 mln), EHAB (2.09 mln)
- Exited: FRPT (0.56 mln)
- Decreased: MRCY (4.11 mln shares from 4.96 mln shares), SPY (0.34 mln from 0.39 mln), MKL (0.08 mln from 0.08 mln)