GB Meka
All whale portfolios
Activist style

Barry Rosenstein

JANA Partners · Takes a big stake, then pushes the company to change

13F report Q2 2026Filed with the SEC on 2026-08-14
Portfolio value (US stocks)
$1.9B
Stocks held
10
New / Added
1 / 2
Trimmed / Sold out
1 / 1

Top 5 holdings: MRCY 25.5%, COO 13.5%, SPY 13.5%, LW 12.2%, FISV 9.4%

Holdings in or near the buy zone today

From stocks Barry Rosenstein holds · latest close

See all
SPYIndexNear buy zone

STATE STR SPDR S&P 500 ETF T

$762.63
▼ 0.2%

Near the buy zone — 2.0% above the first entry · 2 whales recently bought · Long-term uptrend

Buy zone
727.6–747.7
First target
775.7
Stop-loss
720.6
JGBBRGS
Joel Greenblatt, Bridgewater +6Whale score 54
MKLIn buy zone E1

MARKEL GROUP INC

$1,712.45
▼ 1.6%

Price pulled back into the buy zone (E1) · 1 whale recently bought · Long-term downtrend — be careful

Buy zone
1,640.4–1,715.2
First target
1,834.9
Stop-loss
1,615.5
BRFRTRJG
Barry Rosenstein, Francois Rochon +2Whale score 30

Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated

Trades in Q2 2026

Compared with the previous quarter's report

P

EVERPURE INC

$78M
4.1% of portfolio

All holdings

Weight = value of that stock ÷ total value of US stocks in the report

MRCYHeld

MERCURY SYS INC

25.5%
$484M
COOHeld

COOPER COS INC · Healthcare

13.5%
$257M
Since report -21.2%
SPYHeldNear buy zone

STATE STR SPDR S&P 500 ETF T

13.5%
$256M
Since report +2.4%
LWAdded

LAMB WESTON HLDGS INC · Consumer Defensive · shares +8%

12.2%
$233M
Since report -2.7%
FISVTrimmed

FISERV INC · shares -17%

9.4%
$180M
Since report -7.9%
MKLHeldIn buy zone E1

MARKEL GROUP INC · Financial Services

7.9%
$150M
Since report -12.3%
ALKTAdded

ALKAMI TECHNOLOGY INC · Technology · shares +24%

6.4%
$122M
Since report -24.4%
FUNHeld

SIX FLAGS ENTERTAINMENT CORP · Consumer Cyclical

4.6%
$88M
Since report -49.7%
PNew buy

EVERPURE INC · Technology

4.1%
$78M
Since report +66.0%
RPDHeld

RAPID7 INC

2.9%
$55M

Portfolio value over time

Each quarter per the 13F report (value at quarter end)

Latest $1.9B

Q1 202510 stocks
Q2 202510 stocks
Q3 202512 stocks
Q4 202512 stocks
Q1 202610 stocks
Q2 202610 stocks
Top holdings’ weight over time
QuarterMRCYCOOSPYLWFISV
Q2 202625.5%13.5%13.5%12.2%9.4%
Q1 202618.6%15.9%13.9%13.2%15.4%
Q4 202518.8%15.0%13.9%10.9%7.8%
Q3 202522.3%8.1%12.5%14.1%–
Q2 202518.3%–15.9%18.8%–
Q1 202515.4%–15.6%22.0%–

Sector breakdown

Other / funds / unknown
51.2%
Healthcare
13.5%
Consumer Defensive
12.2%
Technology
10.5%
Financial Services
7.9%
Consumer Cyclical
4.6%

Other whales

Alex SacerdoteAndreas HalvorsenBill AckmanBill GatesBill MillerBill NygrenBrad GerstnerBridgewaterCarl IcahnCathie WoodChase ColemanChris BloomstranChris HohnChuck AkreDan LoebDan SundheimDavid AbramsDavid EinhornDavid TepperDev KantesariaDuan YongpingFrancois RochonGeorge SorosGlenn GreenbergHenry EllenbogenHoward MarksJeff SmithJoel GreenblattLee AinslieLi LuMario GabelliMason MorfitMichael BurryMohnish PabraiNelson PeltzNick TrainPaul SingerPhilippe LaffontPrem WatsaRuane CunniffSeth KlarmanStanley DruckenmillerStephen MandelTerry SmithTom GaynerTom RussoWarren Buffett

13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice