Position in MRCY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,905,424
-$2,976,863 QoQ
Shares Held
53,565
-43.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MRCY Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Lisanti Capital Growth, LLC holds $34,847,801 across 9 Aerospace & Defense names. MRCY ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PL |
Planet Labs PBC
|
212,425 | $5,937,278 | |
| 2 | KRMN |
Karman Holdings Inc.
|
71,079 | $5,689,873 | |
| 3 | VSEC |
Vse Corp
|
29,169 | $5,378,763 | |
| 4 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
74,235 | $5,234,309 | |
| 5 | MRCY |
Mercury Systems Inc
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|
53,565 | $3,905,424 | |
| 6 | ATRO |
Astronics Corp
|
40,820 | $2,723,918 | |
| 7 | RKLB |
Rocket Lab Corp
|
32,930 | $2,114,764 | |
| 8 | FLY |
Firefly Aerospace Inc.
|
68,955 | $1,963,148 |
All Filings in MRCY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,905,424 | 53,565 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,882,287 | 94,265 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,556,175 | 97,625 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,073,881 | 94,205 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,561,915 | 59,455 | Shares | Sole | 2025-04-25 | |
| 2022-06-30 | $7,425,290 | 115,425 | Shares | Sole | 2022-08-03 | |
| 2020-06-30 | $4,547,413 | 57,811 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,206,063 | 58,958 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||