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 |
Rapid7
RPD
|
+$38.5M |
| 2 |
WEX
WEX
|
+$22M |
| 3 |
Freshpet
FRPT
|
+$21.2M |
| 4 |
THS
Treehouse Foods
THS
|
+$20.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lamb Weston
LW
|
+$40.3M |
| 2 |
Fidelity National Information Services
FIS
|
+$37.1M |
| 3 |
Trimble
TRMB
|
+$22.6M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$15.6M |
| 5 |
Mercury Systems
MRCY
|
+$9.17M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 27.95% |
| 2 | Technology | 21.64% |
| 3 | Industrials | 18.27% |
| 4 | Financials | 15.19% |
| 5 | Healthcare | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Lamb Weston
LW
$7.38B
| $375M | 18.83% |
7,232,219
-753,207
| -9% | -$40.3M |
|
|
2
Mercury Systems
MRCY
$5.49B
| $364M | 18.27% |
6,753,413
-188,152
| -3% | -$9.17M |
|
|
3
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $317M | 15.92% |
513,053
-27,300
| -5% | -$15.6M |
|
4
Markel Group
MKL
$22.2B
| $302M | 15.19% |
151,432
-4,590
| -3% | -$8.61M |
|
|
5
Trimble
TRMB
$14B
| $274M | 13.77% |
3,608,897
-336,330
| -9% | -$22.6M |
|
|
6
Rapid7
RPD
$799M
| $133M | 6.66% |
5,729,914
+1,623,858
| +40% | +$38.5M |
|
|
THS
7
DELISTED
Treehouse Foods
THS
| $113M | 5.68% |
5,821,337
+910,387
| +19% | +$20.4M |
|
|
8
Freshpet
FRPT
$3.55B
| $68.4M | 3.44% |
1,006,763
+272,000
| +37% | +$21.2M |
|
|
9
WEX
WEX
$6.81B
| $24.1M | 1.21% |
+164,029
| New | +$22M |
|
|
EHAB
10
DELISTED
Enhabit
EHAB
| $20.6M | 1.03% |
2,137,145
| – | – |
|
|
11
Fidelity National Information Services
FIS
$21.3B
| – | – |
-496,895
| Closed | -$37.1M |
|
Similar funds
Barry Rosenstein's Q2 2025 Portfolio in Review
As of Q2 2025, Barry Rosenstein held 11 positions worth $1.99B, up 2.8% from $1.94B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Barry Rosenstein's Q2 2025 filing shows 1 new, 3 increased, 5 reduced and 1 closed positions. Its largest new stake was WEX: 164,029 shares worth $24.1M. The largest sale was Lamb Weston, an estimated $40.3M.
By sector, the portfolio is most concentrated in Consumer Staples at 28% of assets, down from 32% a quarter earlier, followed by Technology and Industrials.
- Barry Rosenstein's largest Q2 2025 buy was WEX: 164,029 shares worth $24.1M.
- Barry Rosenstein added most to Rapid7 in Q2 2025, an estimated $38.5M increase.
- Barry Rosenstein's biggest Q2 2025 reduction was Lamb Weston, cutting an estimated $40.3M.
- Barry Rosenstein fully exited Fidelity National Information Services in Q2 2025, selling an estimated $37.1M.
- Barry Rosenstein's ten largest holdings make up 100% of its $1.99B portfolio in Q2 2025.
- Barry Rosenstein opened 1 new position and closed 1 in Q2 2025.
- Barry Rosenstein's portfolio value rose 2.8% quarter-over-quarter to $1.99B.
Based on JANA Partners Management's 13F filing for Q2 2025, filed 14 Aug 2025.