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JANA Partners Management, LP

MRCY · DIRECTOR
RPD · TEN_PERCENT_OWNER
THS · TEN_PERCENT_OWNER

Companies Traded

3

Total Buys

3

$3.52M

Total Sells

2

$80.36M

Net Position

-$76.84M

Net Seller

Company Activity

Company Role Buys Sells Holdings Last Activity
THS TreeHouse Foods, Inc.
TEN_PERCENT_OWNER
0
$0
1
$47.96M
3,862,116
$94.54M
Feb 10, 2026
MRCY MERCURY SYSTEMS INC
DIRECTOR
0
$0
1
$32.40M
4,566,675
$369.90M
Feb 9, 2026
RPD Rapid7, Inc.
TEN_PERCENT_OWNER
3
$3.52M
0
$0
6,760,149
$106.20M
Nov 28, 2025

Recent Transactions

THS SELL

TreeHouse Foods, Inc.

Shares

1,959,221

Price

$24

Total Value

$47.96M

Date

Feb 10, 2026

MRCY SELL

MERCURY SYSTEMS INC

Shares

400,000

Price

$81

Total Value

$32.40M

Date

Feb 9, 2026

RPD BUY

Rapid7, Inc.

Shares

41,545

Price

$16

Total Value

$653K

Date

Nov 28, 2025

RPD BUY

Rapid7, Inc.

Shares

50,000

Price

$15

Total Value

$751K

Date

Nov 25, 2025

RPD BUY

Rapid7, Inc.

Shares

150,000

Price

$14

Total Value

$2.12M

Date

Nov 24, 2025

Trading Timeline

First Transaction

Nov 24, 2025

Latest Transaction

Feb 10, 2026