JANA Partners Management, LP

Director

JANA 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 $48.0M of THS (1,959,221 sh × $24.48, as filed), executed Feb 10. Data as of Nov 8 2026.

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Return, 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

4 buys · 4 sells · 1 late

Median delay

execution → disclosure

Volume, ttmiDollar value disclosed in the trailing twelve months

$138.5M

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 $10,907 (+9.1%) · 12.9 pts behind

JANA Partners Management, LP S&P 500

Derived: 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 2 filings Not on file 5 filings

Sector per market data · by filing · past 12 months

Most traded names

MRCY

Mercury Systems, Inc. MRCY · 0 buys · 5 sells 5 filings RPD RPD 3 buys · 0 sells 3 filings THS THS 2 buys · 1 sell 3 filings LW LW 2 buys · 0 sells 2 filings

Recent filings

MRCYSALE Mercury Systems, Inc. View filing → $52.1M
797,000 sh × $65.42
Exec Aug 13 2025
Filed Aug 15 2025 · 5:30 PM ET RPDPURCHASE Rapid7, Inc. View filing → $15.1M
772,194 sh across 3 lots
Exec Aug 11 2025
Filed Aug 13 2025 · 5:20 PM ET THSPURCHASE TreeHouse Foods, Inc. View filing → $7.9M
339,000 sh × $23.31
Exec May 13 2025
Filed May 14 2025 · 5:30 PM ET THSPURCHASE TreeHouse Foods, Inc. View filing → $12.7M
566,589 sh across 3 lots
Exec May 8 2025
Filed May 12 2025 · 5:30 PM ET MRCYSALE Mercury Systems, Inc. View filing → $8.7M
188,152 sh across 2 lots
Exec May 8 2025
Filed May 9 2025 · 5:30 PM ET