JL
Insider
JANA Partners Management, LP
DirectorJANA Partners Management, LP (Director) filed 8 Form 4 reports as a reporting entity in the trailing twelve months (4 purchases, 4 sales, 1 filed past the two-business-day deadline), most often in Mercury Systems, Inc. (MRCY). Across 4 priced purchase filings, the average 21-session return was +2.8% from execution and -2.3% from disclosure (delay-adjusted; derived). The largest single filing was $75.5M of MRCY (1,000,000 sh × $75.45, as filed), executed Nov 6 2025.
Add to watchlistReturn, ttmiAverage return per filing, trailing twelve months
+2.8%
avg across 4 priced filings
Delay-adjustediThe same average, entered at disclosure dates
-2.3%
same 4 filings, from disclosure
Filings, ttm
8
4 buys · 4 sells · 1 late
Median delay
2d
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$216.8M
shares × price, as filed
Last traded
Apr 15
Filed Apr 15
Median ADV $72.3M across their filed names
Impact on $10,000 · 12M
$9,615 (-3.9%)
S&P 500 $11,725 (+17.2%) · 21.1 pts behind
JANA Partners Management, LP
S&P 500
Compounded across filings from disclosure dates · past 12 months
Open performance→Volume by month
Buys $55.3M
Sells $258.0M
Shares × price, as filed · by filing month · past 24 months
Sectors filed on
Industrials
3 filings
Not on file
5 filings
Sector per market data · by filing · past 12 months
Most traded names
MRCYRecent filings
LWPURCHASE
Lamb Weston Holdings, Inc.
View filing →
$6.4M150,000 sh across 2 lots
Exec Apr 13
Filed Apr 15 · 4:41 PM ET LWPURCHASE Lamb Weston Holdings, Inc. View filing → $9.7M
236,000 sh across 2 lots
Exec Apr 7
Filed Apr 9 · 6:00 PM ET MRCYSALE Mercury Systems, Inc. View filing → $41.4M
452,057 sh across 3 lots
Exec Mar 2
Filed Mar 4 · 5:30 PM ET THSSALE TreeHouse Foods, Inc. View filing → $48.0M
1,959,221 sh × $24.48
Exec Feb 10
Filed Feb 10 · 5:30 PM ET MRCYSALE Mercury Systems, Inc. View filing → $32.4M
400,000 sh × $81.00
Exec Feb 9
Filed Feb 11 · 5:30 PM ET RPDPURCHASE Rapid7, Inc. View filing → $653K
41,545 sh × $15.71
Exec Nov 28 2025
Filed Dec 4 2025 · 7:00 PM ET † RPDPURCHASE Rapid7, Inc. View filing → $2.9M
200,000 sh across 2 lots
Exec Nov 24 2025
Filed Nov 25 2025 · 4:00 PM ET MRCYSALE Mercury Systems, Inc. View filing → $75.5M
1,000,000 sh × $75.45
Exec Nov 6 2025
Filed Nov 10 2025 · 5:30 PM ET More filings →