Skip to content
Disclosery

JANA Partners Management, LP: MKL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANA Partners Management, LP on MKL, newest first. How the timeline and the estimate are built.

JANA Partners Management, LP held 76,743 MKL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,743 shares
    Change vs previous 13F +1,436 shares

    7.88% of the 13F portfolio, value $149,879,846.

    13F-HR 0000902664-26-003486 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 75,307 shares
    Change vs previous 13F -5,912 shares

    8.64% of the 13F portfolio, value $144,142,869.

    13F-HR 0000902664-26-002515 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 81,219 shares
    Change vs previous 13F -66,192 shares

    9.08% of the 13F portfolio, value $174,592,423.

    13F-HR 0000902664-26-001069 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 147,411 shares
    Change vs previous 13F -4,021 shares

    13.64% of the 13F portfolio, value $281,755,489.

    13F-HR 0000902664-25-005066 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 151,432 shares
    Change vs previous 13F -4,590 shares

    15.19% of the 13F portfolio, value $302,464,220.

    13F-HR 0000902664-25-003587 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 156,022 shares
    Change vs previous 13F +47,096 shares

    15.06% of the 13F portfolio, value $291,700,291.

    13F-HR 0000902664-25-002348 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 108,926 shares
    Change vs previous 13F not available

    9.82% of the 13F portfolio, value $188,031,329.

    13F-HR 0000902664-25-001058 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).