JANA Partners — MRCY Trade History
Quarter-by-quarter changes in the MERCURY SYS INC position · CUSIP 589378108
Currently held · 1 QFirst seen: 2023 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | New | 3,958,849 | 3,958,849 | — | $484.3M | 25.46% |
| 2026 Q1 | 2026-06-30 | Sold out | — | -4,959,481 | -100.0% | — | — |
| 2025 Q4 | 2026-02-17 | Reduce | 4,959,481 | -1,000,000 | -16.8% | $362.1M | 18.84% |
| 2025 Q3 | 2025-11-14 | Reduce | 5,959,481 | -793,932 | -11.8% | $461.3M | 22.33% |
| 2025 Q2 | 2025-08-14 | Reduce | 6,753,413 | -188,152 | -2.7% | $363.7M | 18.27% |
| 2025 Q1 | 2025-05-15 | Hold | 6,941,565 | — | 0.0% | $299.1M | 15.45% |
| 2024 Q4 | 2025-02-14 | Hold | 6,941,565 | — | 0.0% | $291.5M | 14.34% |
| 2024 Q3 | 2024-11-14 | Add | 6,941,565 | 16,669 | +0.2% | $256.8M | 13.33% |
| 2024 Q2 | 2024-08-14 | Hold | 6,924,896 | — | 0.0% | $186.9M | 10.93% |
| 2024 Q1 | 2024-05-15 | Add | 6,924,896 | 1,713,761 | +32.9% | $204.3M | 11.17% |
| 2023 Q4 | 2024-02-14 | New | 5,211,135 | 5,211,135 | — | $190.6M | 12.30% |
| 2023 Q3 | 2023-11-16 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.