Portfolio (Quarterly) Guide ↗

JANA Partners Management

· CIK 0001998597

13F Portfolio $1.6B AUM 10 positions Filed May 15, 2026 ← All Funds

Q1 2026 Q4 2025 · All 10 New 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	TREEHOUSE FOODS INC	—	5,821,337	$137.3M	7.15%	SOLD
2	FRPT	FRESHPET INC	Consumer Defensive	557,390	$34.0M	1.77%	SOLD

Sector Allocation

Technology 28.9%

Financial Services 28.8%

Industrials 23.4%

Consumer Defensive 16.6%

Healthcare 2.3%