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 |
Cooper Companies
COO
|
+$172M |
| 2 |
Cedar Fair
FUN
|
+$108M |
| 3 |
Alkami Technology
ALKT
|
+$48.3M |
| 4 |
Rapid7
RPD
|
+$16.3M |
| 5 |
Freshpet
FRPT
|
+$2.56M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Trimble
TRMB
|
+$141M |
| 2 |
Lamb Weston
LW
|
+$122M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$81M |
| 4 |
Mercury Systems
MRCY
|
+$49.4M |
| 5 |
WEX
WEX
|
+$24.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 22.58% |
| 2 | Industrials | 22.33% |
| 3 | Technology | 15.62% |
| 4 | Financials | 13.64% |
| 5 | Healthcare | 8.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Mercury Systems
MRCY
$5.49B
| $461M | 22.33% |
5,959,481
-793,932
| -12% | -$49.4M |
|
|
2
Lamb Weston
LW
$7.38B
| $291M | 14.08% |
5,008,635
-2,223,584
| -31% | -$122M |
|
3
Markel Group
MKL
$22.2B
| $282M | 13.64% |
147,411
-4,021
| -3% | -$7.88M |
|
|
4
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $258M | 12.47% |
386,637
-126,416
| -25% | -$81M |
|
|
5
Cooper Companies
COO
$14.9B
| $167M | 8.08% |
+2,434,607
| New | +$172M |
|
|
6
Trimble
TRMB
$14B
| $154M | 7.44% |
1,881,399
-1,727,498
| -48% | -$141M |
|
|
7
Rapid7
RPD
$799M
| $122M | 5.9% |
6,502,108
+772,194
| +13% | +$16.3M |
|
|
THS
8
DELISTED
Treehouse Foods
THS
| $118M | 5.7% |
5,821,337
| – | – |
|
|
9
Cedar Fair
FUN
$1.71B
| $92M | 4.45% |
+4,049,940
| New | +$108M |
|
|
10
Freshpet
FRPT
$3.55B
| $57.8M | 2.8% |
1,048,136
+41,373
| +4% | +$2.56M |
|
|
11
Alkami Technology
ALKT
$2.18B
| $47M | 2.28% |
+1,892,413
| New | +$48.3M |
|
|
EHAB
12
DELISTED
Enhabit
EHAB
| $17.1M | 0.83% |
2,137,145
| – | – |
|
|
13
WEX
WEX
$6.81B
| – | – |
-164,029
| Closed | -$24.1M |
|
Similar funds
Barry Rosenstein's Q3 2025 Portfolio in Review
As of Q3 2025, Barry Rosenstein held 13 positions worth $2.07B, up 3.7% from $1.99B the previous quarter. Its ten largest holdings account for 97% of the portfolio.
Barry Rosenstein withdrew a net $77.6M in Q3 2025, closing 1 position and reducing 5 holdings. Its most notable exit was WEX, an estimated $24.1M position sold in full.
By sector, the portfolio is most concentrated in Consumer Staples at 23% of assets, down from 28% a quarter earlier, followed by Industrials and Technology.
Against the trend, Barry Rosenstein opened a new position in Cooper Companies worth $167M.
- Barry Rosenstein's largest Q3 2025 buy was Cooper Companies: 2,434,607 shares worth $167M.
- Barry Rosenstein added most to Rapid7 in Q3 2025, an estimated $16.3M increase.
- Barry Rosenstein's biggest Q3 2025 reduction was Trimble, cutting an estimated $141M.
- Barry Rosenstein fully exited WEX in Q3 2025, selling an estimated $24.1M.
- Barry Rosenstein's ten largest holdings make up 97% of its $2.07B portfolio in Q3 2025.
- Barry Rosenstein opened 3 new positions and closed 1 in Q3 2025.
- Barry Rosenstein's portfolio value rose 3.7% quarter-over-quarter to $2.07B.
Based on JANA Partners Management's 13F filing for Q3 2025, filed 14 Nov 2025.