Jana Partners Management, Lp
See Remarks at Lamb Weston Holdings, Inc. (LW); See Remarks at Mercury Systems Inc (MRCY); See Remarks at Rapid7, Inc. (RPD)
Purchase track record
Below average. Based on 4 purchases with a full 90 days of price history.
6
Avg. 90-day return-24.5%
vs. S&P 500-29.4%
Beat the market50%
Paper profit on buys+$2.2M
Total bought / sold$19.6M / $149M
Reported trades
| Filed | Stock | Type | Shares | Price | Value | Since |
|---|---|---|---|---|---|---|
| Apr 15SEC | LWLamb Weston Holdings, Inc. | Buy | 100,0005,348,980 held (+2%) | $42.12 | $4.2M | +13.7% |
| Apr 15SEC | LWLamb Weston Holdings, Inc. | Buy | 50,0005,398,980 held (+1%) | $43.19 | $2.2M | +10.8% |
| Apr 9SEC | LWLamb Weston Holdings, Inc. | Buy | 136,0005,148,980 held (+3%) | $40.89 | $5.6M | +17.1% |
| Apr 9SEC | LWLamb Weston Holdings, Inc. | Buy | 100,0005,248,980 held (+2%) | $41.41 | $4.1M | +15.6% |
| Mar 4SEC | MRCYMercury Systems Inc | Sell | 182,5104,384,165 held (−4%) | $94.05 | $17.2M | -15.5% |
| Mar 4SEC | MRCYMercury Systems Inc | Sell | 168,6484,215,517 held (−4%) | $90.12 | $15.2M | -11.8% |
| Mar 4SEC | MRCYMercury Systems Inc | Sell | 100,8994,114,618 held (−2%) | $89.68 | $9.0M | -11.4% |
| Feb 11SEC | MRCYMercury Systems Inc | Sell | 400,0004,566,675 held (−8%) | $81.00 | $32.4M | -1.9% |
| Dec 4SEC | RPDRapid7, Inc. | Buy | 41,5456,760,149 held (+1%) | $15.71 | $653K | -12.5% |
| Nov 25SEC | RPDRapid7, Inc. | Buy | 150,0006,668,604 held (+2%) | $14.13 | $2.1M | -2.8% |
| Nov 25SEC | RPDRapid7, Inc. | Buy | 50,0006,718,604 held (+1%) | $15.01 | $750K | -8.5% |
| Nov 10SEC | MRCYMercury Systems Inc | Sell | 1,000,0004,966,675 held (−17%) | $75.45 | $75.5M | +5.4% |
- Buy
See Remarks Jana Partners Management, Lp bought $5.6M of LW at $40.89 — first open-market purchase in our records.
- Buy
See Remarks Jana Partners Management, Lp bought $2.1M of RPD at $14.13 — first open-market purchase in our records.