MRCY position history
The shares of Mercury Systems (MRCY) that JANA Partners Management, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q3: 4,705,249 shares, $175M, 12.8% of portfolio
- 2023 Q4: 5,211,135 shares, $191M, 12.3% of portfolio, Add +10.8%
- 2024 Q1: 6,924,896 shares, $204M, 11.2% of portfolio, Add +32.9%
- 2024 Q2: 6,924,896 shares, $187M, 10.9% of portfolio
- 2024 Q3: 6,941,565 shares, $257M, 13.3% of portfolio, Add +0.2%
- 2024 Q4: 6,941,565 shares, $292M, 14.3% of portfolio
- 2025 Q1: 6,941,565 shares, $299M, 15.4% of portfolio
- 2025 Q2: 6,753,413 shares, $364M, 18.3% of portfolio, Reduce −2.7%
- 2025 Q3: 5,959,481 shares, $461M, 22.3% of portfolio, Reduce −11.8%
- 2025 Q4: 4,959,481 shares, $362M, 18.8% of portfolio, Reduce −16.8%
- 2026 Q1: 4,107,424 shares, $299M, 18.6% of portfolio, Reduce −17.2%
- 2026 Q2: 3,958,849 shares, $484M, 25.5% of portfolio, Reduce −3.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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