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Showing 8 of 12 quarters

Position history for JAJANA Partners Management, LP's holdings in MERCURY SYS INC

Yes. JANA Partners Management holds 3,958,849 shares of MRCY (Mercury Systems), worth $484.3M, as of its Q2 2026 13F filing. It reduced the position by 148,575 shares (-3.6%) from Q1 2026. JANA Partners Management has held MRCY in every 13F on record since Q3 2023, 12 quarterly filings. MRCY is 25.5% of JANA Partners Management's reported 13F portfolio.

Current Value

$484.3M

Current Shares

4M

Total Value Change

+$227.4M

Total Shares Change

-3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4M
-3.6%
$484.3M25.5%$122.33
0
2026-Q1
Decreased
4.1M
-17.2%
$299.5M18.0%$72.91
0
2025-Q4
Decreased
5M
-16.8%
$362.1M18.8%$73.01
0
2025-Q3
Decreased
6M
-11.8%
$461.3M22.3%$77.40
0
2025-Q2
Decreased
6.8M
-2.7%
$363.7M18.3%$53.86
0
2025-Q1
Unchanged
6.9M
0.0%
$299.1M15.4%$43.09
0
2024-Q4
Unchanged
6.9M
0.0%
$291.5M14.3%$42.00
0
2024-Q3
Increased
6.9M
+0.2%
$256.8M13.3%$37.00
63

Other major holders of MRCY: BlackRock, Inc.

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