JA
Rating #129
Barry Rosenstein & Scott Ostfeld
Jana Partners Management
Portfolio value
$1.61B
Stocks
10
Performance
1 Year
+2.01%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Barry Rosenstein & Scott Ostfeld’s Portfolio: Q1 2026
Top10 stocks: 100.00% of the portfolio
Barry Rosenstein & Scott Ostfeld’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
Price Paid
$61.88
Buy Value
$135.52M
Portfolio % Change
7.56ppt
Price Paid
$18.42
Buy Value
$9.89M
Portfolio % Change
-0.58ppt
Price Paid
$79.12
Buy Value
$3.60M
Portfolio % Change
0.86ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  FISV | Add +97.53% | $61.88 | $135.52M | 7.56ppt | |
2  ALKT | Add +10.97% | $18.42 | $9.89M | -0.58ppt | |
3  COO | Add +1.29% | $79.12 | $3.60M | 0.86ppt |
Barry Rosenstein & Scott Ostfeld’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  MRCY | Electronic Components | $35.08 | Cut -17.18% | 4.11M | $299.47M | 18.65% -0.19ppt | 6.91% | 11 Quarters | Q1 2026 | |
2 COO | Ophthalmic Goods | $72.68 | Add +1.29% | 3.57M | $254.91M | 15.87% 0.86ppt | 1.81% | 3 Quarters | Q1 2026 | |
3 FISV | - | $60.83 | Add +97.53% | 4.44M | $247.51M | 15.41% 7.56ppt | 0.00% | 2 Quarters | Q1 2026 | |
4 S SPY | - | $492.09 | Cut -12.18% | 343.67K | $223.50M | 13.92% 0.03ppt | 0.03% | 11 Quarters | Q1 2026 | |
5  LW | Canned & Frozen Foods | $64.46 | 0.00% | 5.01M | $211.66M | 13.18% 2.26ppt | 3.60% | 7 Quarters | Q3 2025 | |
6  MKL | Casualty Insurance | $1769.51 | Cut -7.28% | 75.31K | $144.14M | 8.98% -0.11ppt | 0.59% | 6 Quarters | Q1 2026 | |
7 ALKT | Prepackaged Software | $22.96 | Add +10.97% | 5.43M | $85.11M | 5.30% -0.58ppt | 5.23% | 3 Quarters | Q1 2026 | |
8  FUN | Misc. Amusement & Recreation | $22.60 | 0.00% | 4.12M | $73.06M | 4.55% 1.26ppt | 4.06% | 3 Quarters | Q4 2025 | |
9  RPD | Prepackaged Software | $33.05 | 0.00% | 6.74M | $37.16M | 2.31% -3.02ppt | 10.42% | 8 Quarters | Q4 2025 | |
10  EHAB | Home Health Care | $11.05 | 0.00% | 2.09M | $29.45M | 1.83% 0.83ppt | 4.12% | 11 Quarters | Q4 2025 |
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Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
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