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
MRCYSALE
Mercury Systems, Inc.
View filing →
$52.1M797,000 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