JPM
THS

JANA Partners Management’s Treehouse Foods THS Stock Holding History

JANA Partners Management’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,821,337
Closed -$137M – 13
2025
Q4 		$137M Hold
5,821,337
– – 7.15% 7
2025
Q3 		$118M Hold
5,821,337
– – 5.7% 8
2025
Q2 		$113M Buy
5,821,337
+910,387
+19% +$20.4M 5.68% 7
2025
Q1 		$133M Hold
4,910,950
– – 6.87% 6
2024
Q4 		$173M Hold
4,910,950
– – 8.49% 6
2024
Q3 		$206M Hold
4,910,950
– – 10.7% 5
2024
Q2 		$180M Buy
4,910,950
+3,261
+0.1% +$118K 10.52% 6
2024
Q1 		$191M Hold
4,907,689
– – 10.45% 6
2023
Q4 		$203M Hold
4,907,689
– – 13.13% 4
2023
Q3 		$214M Buy
+4,907,689
New +$235M 15.26% 3

Other funds holding THS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JANA Partners Management's THS Position: Q1 2026 in Review

JANA Partners Management sold out of Treehouse Foods (THS) in Q1 2026, closing a stake of 5,821,337 shares — an estimated $137M sold.

JANA Partners Management first reported a position in THS in Q3 2023 and held it in 10 quarters. The position peaked at $214M in Q3 2023. 2 funds tracked by Wall St. Rank hold THS as of Q1 2026.

  • JANA Partners Management reported no remaining Treehouse Foods position as of Q1 2026 after selling out during the quarter.
  • JANA Partners Management sold 5,821,337 Treehouse Foods shares in Q1 2026, an estimated $137M.
  • JANA Partners Management first reported a position in Treehouse Foods in Q3 2023 and held it in 10 quarters.
  • JANA Partners Management's Treehouse Foods position peaked at $214M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2026.

Based on JANA Partners Management's 13F filing for Q1 2026, filed 15 May 2026.