JANA Partners Management, LP: ENHABIT INC (EHAB): Quarterly 13F Position History
As of Q1 2026, JANA Partners Management, LP reported 2,090,412 shares of ENHABIT INC (EHAB), worth $29.5M and representing 1.8% of its 13F equity book. The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 2,090,412Shares Held (Latest Filing)
- $29.5MReported Market Value (Latest Filing)
- 1.8%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$10.2MQuarter-over-Quarter Value Change
- 2,137,145Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,090,412 | 0 | — | $29.5M | 1.8% | $14.1 |
| Q4 2025 | 2,090,412 | 46,733 | -2.2% | $19.3M | 1.0% | $9.2 |
| Q3 2025 | 2,137,145 | 0 | — | $17.1M | 0.8% | $8.0 |
| Q2 2025 | 2,137,145 | 0 | — | $20.6M | 1.0% | $9.6 |
| Q1 2025 | 2,137,145 | 0 | — | $18.8M | 1.0% | $8.8 |
| Q4 2024 | 2,137,145 | 0 | — | $16.7M | 0.9% | $7.8 |
| Q3 2024 | 2,137,145 | +56,068 | +2.7% | $16.9M | 0.9% | $7.9 |
| Q2 2024 | 2,081,077 | 0 | — | $18.6M | 1.1% | $8.9 |
| Q1 2024 | 2,081,077 | 2,700 | -0.1% | $24.2M | 1.3% | $11.7 |
| Q4 2023 | 2,083,777 | +258,750 | +14.2% | $21.6M | 1.4% | $10.3 |
| Q3 2023 | 1,825,027 | — | — | $20.5M | 1.5% | $11.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did JANA Partners Management, LP first disclose a EHAB position in 13F-HR filings?
JANA Partners Management, LP first reported ENHABIT INC (EHAB) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was JANA Partners Management, LP's most recent quarter-over-quarter share-count change in EHAB?
JANA Partners Management, LP held the same 2,090,412 shares of EHAB between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent JANA Partners Management, LP's cost basis in EHAB?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.