Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New FUN COO ALKT positions
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: FUN (4.05 mln shares), COO (2.43 mln), ALKT (1.89 mln)
- Increased: RPD (6.5 mln shares from 5.73 mln shares), FRPT (1.05 mln from 1.01 mln)
- Maintained: THS (5.82 mln shares)
- Exited: WEX (0.16 mln shares)
- Decreased: LW (5.01 mln shares from 7.23 mln shares), TRMB (1.88 mln from 3.61 mln), MRCY (5.96 mln from 6.75 mln), SPY (0.39 mln from 0.51 mln), MKL (0.15 mln from 0.15 mln)