Who
JANA Partners Management, LP
10% owner
Company insider
Files Form 4 as: Director and 10% owner and Other, Rapid7; Director and Other, Lamb Weston Holdings; Director and 10% owner and Other, Mercury Systems; Director and 10% owner and Other, Treehouse Foods; Director and Other, New Relic.
In numbers
- Trades disclosed
- 85
- Buys
- 25
- Sells
- 9
- Bought
- $137.1M
- Sold
- $379.8M
- Companies
- 5
- Companies where not an officer
- 5
- First trade
- 7 Nov 2023
- Last trade
- 9 Jun 2026
- Last filed
- 10 Jun 2026
Companies traded
Activity over time
1 Nov 2024 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 9 Jun 2026filed 10 Jun 2026 | RPD Rapid7Software | SEC FORM 4 Code J | —15,208 at $0.00 | filing |
| 9 Jun 2026filed 10 Jun 2026 | RPD Rapid7Software | SEC FORM 4 Code J | —15,208 at $0.00 | filing |
| 15 Apr 2026filed 15 Apr 2026 | LW Lamb Weston HoldingsFood Products | SEC FORM 4 Bought | $2.2M50,000 at $43.19 | filing |
| 15 Apr 2026filed 15 Apr 2026 | LW Lamb Weston HoldingsFood Products | SEC FORM 4 Bought | $2.2M50,000 at $43.19 | filing |
| 13 Apr 2026filed 15 Apr 2026 | LW Lamb Weston HoldingsFood Products | SEC FORM 4 Bought | $4.2M100,000 at $42.12 | filing |
| 13 Apr 2026filed 15 Apr 2026 | LW Lamb Weston HoldingsFood Products | SEC FORM 4 Bought | $4.2M100,000 at $42.12 | filing |
| 8 Apr 2026filed 9 Apr 2026 | LW Lamb Weston HoldingsFood Products | SEC FORM 4 Bought | $4.1M100,000 at $41.41 | filing |
| 8 Apr 2026filed 9 Apr 2026 | LW Lamb Weston HoldingsFood Products | SEC FORM 4 Bought | $4.1M100,000 at $41.41 | filing |
| 7 Apr 2026filed 9 Apr 2026 | LW Lamb Weston HoldingsFood Products | SEC FORM 4 Bought | $5.6M136,000 at $40.89 | filing |
| 7 Apr 2026filed 9 Apr 2026 | LW Lamb Weston HoldingsFood Products | SEC FORM 4 Bought | $5.6M136,000 at $40.89 | filing |
| 4 Mar 2026filed 4 Mar 2026 | MRCY Mercury SystemsAerospace & Defense | SEC FORM 4 Sold | $9.0M100,899 at $89.68 | filing |
| 4 Mar 2026filed 4 Mar 2026 | MRCY Mercury SystemsAerospace & Defense | SEC FORM 4 Sold | $9.0M100,899 at $89.68 | filing |
| 3 Mar 2026filed 4 Mar 2026 | MRCY Mercury SystemsAerospace & Defense | SEC FORM 4 Sold | $15.2M168,648 at $90.12 | filing |
| 3 Mar 2026filed 4 Mar 2026 | MRCY Mercury SystemsAerospace & Defense | SEC FORM 4 Sold | $15.2M168,648 at $90.12 | filing |
| 2 Mar 2026filed 4 Mar 2026 | MRCY Mercury SystemsAerospace & Defense | SEC FORM 4 Sold | $17.2M182,510 at $94.05 | filing |
| 2 Mar 2026filed 4 Mar 2026 | MRCY Mercury SystemsAerospace & Defense | SEC FORM 4 Sold | $17.2M182,510 at $94.05 | filing |
| 11 Feb 2026filed 11 Feb 2026 | Treehouse FoodsFood Products | SEC FORM 4 Code D | —3,862,116 | filing |
| 11 Feb 2026filed 11 Feb 2026 | Treehouse FoodsFood Products | SEC FORM 4 Code M | —7,727 | filing |
| 11 Feb 2026filed 11 Feb 2026 | Treehouse FoodsFood Products | SEC FORM 4 Code D | —7,727 | filing |
| 11 Feb 2026filed 11 Feb 2026 | TreeHouse Foodsoption or derivative | SEC FORM 4 Code M | —7,727 | filing |
News
Mercury Systems (NASDAQ:MRCY) & AIRO Group (NASDAQ:AIRO) Financial ComparisonMRCY · themarketsdaily.com · 22 Oct 2026Reviewing Rapid7 (NASDAQ:RPD) and ReposiTrak (NYSE:TRAK)RPD · tickerreport.com · 18 Oct 2026Analyzing Nukkleus (NASDAQ:DFNS) and Mercury Systems (NASDAQ:MRCY)MRCY · dailypolitical.com · 15 Oct 2026Lamb Weston (NYSE:LW) Shares Up 3.6% on Analyst UpgradeLW · dailypolitical.com · 14 Oct 2026Contrasting Mercury Systems (NASDAQ:MRCY) & Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ)MRCY · tickerreport.com · 14 Oct 2026Lamb Weston Raises Fiscal 2027 Outlook After Strong First QuarterLW · potatopro.com · 9 Oct 2026
0 headlines in the last 90 days name JANA Partners Management, LP; 6 articles from the last 14 days about the 3 companies they traded most, at most three about any one of them.