Barry Rosenstein JANA Partners Management
Barry Rosenstein is the founder of JANA Partners, an activist and event-driven investment firm. JANA is known for campaigns seeking strategic change, improved capital returns, and better operational execution at public companies. Rosenstein’s efforts have spanned consumer, industrial, and technology-related businesses over many years.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Freshpet
FRPT
|
+$89.9M |
| 2 |
Markel Group
MKL
|
+$86.6M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$65.3M |
| 4 |
Lamb Weston
LW
|
+$48.4M |
| 5 |
Rapid7
RPD
|
+$14.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wolfspeed
WOLF
|
+$33.2M |
| 2 |
Trimble
TRMB
|
+$16.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 32% |
| 2 | Technology | 20.91% |
| 3 | Industrials | 15.45% |
| 4 | Financials | 15.06% |
| 5 | Healthcare | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Lamb Weston
LW
$7.38B
| $426M | 21.98% |
7,985,426
+854,087
| +12% | +$48.4M |
|
|
2
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $302M | 15.61% |
540,353
+111,090
| +26% | +$65.3M |
|
3
Mercury Systems
MRCY
$5.49B
| $299M | 15.45% |
6,941,565
| – | – |
|
|
4
Markel Group
MKL
$22.2B
| $292M | 15.06% |
156,022
+47,096
| +43% | +$86.6M |
|
|
5
Trimble
TRMB
$14B
| $259M | 13.37% |
3,945,227
-232,861
| -6% | -$16.7M |
|
|
THS
6
DELISTED
Treehouse Foods
THS
| $133M | 6.87% |
4,910,950
| – | – |
|
|
7
Rapid7
RPD
$799M
| $109M | 5.62% |
4,106,056
+415,927
| +11% | +$14.1M |
|
|
8
Freshpet
FRPT
$3.55B
| $61.1M | 3.16% |
+734,763
| New | +$89.9M |
|
9
Fidelity National Information Services
FIS
$21.3B
| $37.1M | 1.92% |
496,895
| – | – |
|
|
EHAB
10
DELISTED
Enhabit
EHAB
| $18.8M | 0.97% |
2,137,145
| – | – |
|
|
11
CALL
Markel Group
MKL
$22.2B
| – | – |
-69,000
| Closed | -$119M |
|
|
12
Wolfspeed
WOLF
$1.34B
| – | – |
-4,988,216
| Closed | -$33.2M |
|
Similar funds
Barry Rosenstein's Q1 2025 Portfolio in Review
As of Q1 2025, Barry Rosenstein held 12 positions worth $1.94B, down 4.7% from $2.03B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Barry Rosenstein deployed $135M of net new capital in Q1 2025, opening 1 new position and adding to 4 existing holdings. Its largest new stake was Freshpet: 734,763 shares worth $61.1M.
By sector, the portfolio is most concentrated in Consumer Staples at 32% of assets, up from 32% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Trimble, an estimated $16.7M trimmed.
- Barry Rosenstein's largest Q1 2025 buy was Freshpet: 734,763 shares worth $61.1M.
- Barry Rosenstein added most to Markel Group in Q1 2025, an estimated $86.6M increase.
- Barry Rosenstein's biggest Q1 2025 reduction was Trimble, cutting an estimated $16.7M.
- Barry Rosenstein fully exited Wolfspeed in Q1 2025, selling an estimated $33.2M.
- Barry Rosenstein's ten largest holdings make up 100% of its $1.94B portfolio in Q1 2025.
- Barry Rosenstein opened 1 new position and closed 2 in Q1 2025.
- Barry Rosenstein's portfolio value fell 4.7% quarter-over-quarter to $1.94B.
Based on JANA Partners Management's 13F filing for Q1 2025, filed 15 May 2025.