Latest news with #JanaPartners
Yahoo
15-05-2025
- Business
- Yahoo
Jana Partners' Strategic Moves: Markel Group Inc. Takes Center Stage with 4.55% Portfolio Impact
Warning! GuruFocus has detected 4 Warning Signs with LW. Jana Partners (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into its investment moves during this period. Jana Partners (Trades, Portfolio) LLC is an investment management firm founded in 2001 by Barry Rosenstein, Janas Managing Partner and Co-Portfolio Manager. The firm is headquartered in New York and follows a value-oriented, event-driven strategy. It applies a fundamental value discipline to identify undervalued companies that have one or more specific catalysts to unlock value. In certain cases, Jana can be the instrument for value creation by becoming an actively engaged shareholder. Jana invests both long and short and across the capital structure, including equity and debt. Jana Partners (Trades, Portfolio) added a total of 1 stock, among them: The most significant addition was Freshpet Inc (NASDAQ:FRPT), with 734,763 shares, accounting for 3.16% of the portfolio and a total value of $61.11 million. Jana Partners (Trades, Portfolio) also increased stakes in a total of 4 stocks, among them: The most notable increase was Markel Group Inc (NYSE:MKL), with an additional 47,096 shares, bringing the total to 156,022 shares. This adjustment represents a significant 43.24% increase in share count, a 4.55% impact on the current portfolio, and a total value of $291,700,290. The second largest increase was SPDR S&P 500 ETF Trust (SPY), with an additional 111,090 shares, bringing the total to 540,353. This adjustment represents a significant 25.88% increase in share count, with a total value of $302,268,070. Jana Partners (Trades, Portfolio) completely exited 1 holding in the first quarter of 2025, as detailed below: Wolfspeed Inc (NYSE:WOLF): Jana Partners (Trades, Portfolio) sold all 4,988,216 shares, resulting in a -1.63% impact on the portfolio. Jana Partners (Trades, Portfolio) also reduced its position in 1 stock. The most significant changes include: Reduced Trimble Inc (NASDAQ:TRMB) by 232,861 shares, resulting in a -5.57% decrease in shares and a -0.81% impact on the portfolio. The stock traded at an average price of $71.89 during the quarter and has returned -4.24% over the past 3 months and 0.68% year-to-date. At the first quarter of 2025, Jana Partners (Trades, Portfolio)' portfolio included 10 stocks. The top holdings included 21.98% in Lamb Weston Holdings Inc (NYSE:LW), 15.61% in SPDR S&P 500 ETF Trust (SPY), 15.45% in Mercury Systems Inc (NASDAQ:MRCY), 15.06% in Markel Group Inc (NYSE:MKL), and 13.37% in Trimble Inc (NASDAQ:TRMB). The holdings are mainly concentrated in 5 of the 11 industries: Consumer Defensive, Technology, Industrials, Financial Services, and Healthcare. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.
Business Insider
13-05-2025
- Business
- Business Insider
TreeHouse up 1% afterhours following increased stake by Jana Partners
In a regulatory filing, TreeHouse (THS) disclosed that Jana Partners increased its stake by 566K shares or $12.7M. Shares of TreeHouse are up 1% afterhours at $23.31. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Yahoo
24-04-2025
- Business
- Yahoo
Rapid7, Inc. (RPD): Among Billionaire George Soros' Small-Cap Stocks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Rapid7, Inc. (NASDAQ:RPD) stands against Billionaire George Soros' other small-cap stocks with huge upside potential. When a legendary investor like George Soros makes a move, Wall Street pays attention. However, most of the limelight is taken by mega-cap stocks, with no one paying heed to the many small-cap stocks that form an important part of Soros' portfolio. Digging out these small-cap stocks is important. In some cases, these are the mega-cap stocks of the future. In other cases, these provide amazing returns in a very short period of time. The key is to get in early. And what better way to get in early than to do it when the big guys do. We therefore decided to compile a list of stocks in billionaire George Soros' portfolio that have the most upside. To come up with our list of billionaire George Soros' 10 Small-Cap stocks with huge upside potential, we first looked at his top 50 stock holdings. We then filtered out the companies to look at only the ones with a market cap below $10 billion. After arriving at his top small-cap holdings list, we then looked at the median analyst price targets on those stocks and then ranked them by their upside potential. A computer engineer analyzing a server network for cyber security threats. Rapid7, Inc. (NASDAQ:RPD) operates as a cybersecurity services and software provider. The company offers its services under the Nexpose, Metasploit, and Rapid7 brand names. It provides Rapid7 Insight Agent, Rapid7 Insight Network Sensor, Rapid7 Cloud Event Data Harvesting, and third-party integrations and ecosystem. According to the median analyst price target, the stock still has an upside of 52.77%. As part of the cybersecurity firm's settlement with activist investor Jana Partners, it added three new members to its board of directors at the end of last month. The newly appointed directors are Mike Burns, Kevin Galligan, and Wael Mohamed. Rapid7 (NASDAQ:RPD) is likely to benefit from this move as Jana Partners holds a 5.8% stake in the company and is now free to make its move to transform the company. CEO and Chairman Corey Thomas commented: 'Rapid7 is entering an exciting new chapter of growth, and we are confident that adding Wael, Mike and Kevin to our Board will accelerate our ability to execute with greater speed, focus and impact, each brings a wealth of expertise that will help us sharpen our strategy, strengthen execution and drive greater value creation for our shareholders.' For 2025, the cybersecurity firm expects 4% to 6% growth in annual recurring revenue fueled by its Detect and Respond segment. It projects total revenue growth of 2% to 3% for the year. The company plans to invest up to $30 million in strategic initiatives, which should help drive long-term growth. Overall, RPD ranks 7th on our list of billionaire George Soros' small-cap stocks with huge upside potential. While we acknowledge the potential of RPD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than RPD but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
23-03-2025
- Business
- Yahoo
Exclusive-Rapid7 nears settlement with activist Jana Partners, sources say
By Svea Herbst-Bayliss and Anirban Sen NEW YORK (Reuters) - Rapid7 is nearing a settlement with activist investor Jana Partners after the cybersecurity company and the hedge fund discussed ways to boost the share price by improving operations and exploring a sale, two people familiar with the matter told Reuters. Three newcomers would join the eight-member board under the terms being discussed, said the people, who were not permitted to discuss the private negotiations publicly. An agreement could be announced as early as Monday, but the situation remains fluid, the sources said. Jana Partners declined to comment. Representatives for Rapid7 did not respond to requests for comment. Boston-based Rapid7 specializes in so-called vulnerability management, providing software tools and services that help businesses assess and monitor security risks. The company has been forced to compete harder for business as corporate clients cut back on security spending due to broader macroeconomic uncertainty. The company's stock price has tumbled 41% in the last 52 weeks and is down 28% this year, shrinking its market value to roughly $1.8 billion. Jana owned 3.7 million shares or a 5.8% stake in the company, according to a regulatory filing in March, LSEG data show. Reuters reported in October that Rapid7 was exploring options with investment bankers after attracting acquisition interest from buyout firms, including Advent, Bain Capital and EQT. Industry data from Barclays show that 119 board seats were won by activist investors at companies in 2024 with 76% of them coming through settlements.
Reuters
23-03-2025
- Business
- Reuters
Exclusive: Rapid7 nears settlement with activist Jana Partners, sources say
NEW YORK, March 23 (Reuters) - Rapid7 (RPD.O), opens new tab is nearing a settlement with activist investor Jana Partners after the cybersecurity company and the hedge fund discussed ways to boost the share price by improving operations and exploring a sale, two people familiar with the matter told Reuters. Three newcomers would join the eight-member board under the terms being discussed, said the people, who were not permitted to discuss the private negotiations publicly. An agreement could be announced as early as Monday, but the situation remains fluid, the sources said. Jana Partners declined to comment. Representatives for Rapid7 did not respond to requests for comment. Boston-based Rapid7 specializes in so-called vulnerability management, providing software tools and services that help businesses assess and monitor security risks. The company has been forced to compete harder for business as corporate clients cut back on security spending due to broader macroeconomic uncertainty. The company's stock price has tumbled 41% in the last 52 weeks and is down 28% this year, shrinking its market value to roughly $1.8 billion. Jana owned 3.7 million shares or a 5.8% stake in the company, according to a regulatory filing in March, LSEG data show. Reuters reported in October that Rapid7 was exploring options with investment bankers after attracting acquisition interest from buyout firms, including Advent, Bain Capital and EQT. Industry data from Barclays show that 119 board seats were won by activist investors at companies in 2024 with 76% of them coming through settlements.
