Position in MRCY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,215,888
+$14,130,382 QoQ
Shares Held
165,257
+98.0% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#66
of 386 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRCY Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Select Equity Group, L.P. holds $1,146,829,020 across 12 Aerospace & Defense names. MRCY ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
353,230 | $470,516,489 | |
| 2 | BWXT |
BWX Technologies, Inc.
|
1,704,008 | $331,685,157 | |
| 3 | CAE |
Cae Inc
|
7,018,338 | $175,879,550 | |
| 4 | MOG-A |
Moog Inc.
|
100,313 | $42,516,661 | |
| 5 | CDRE |
Cadre Holdings, Inc.
|
1,181,921 | $33,696,567 | |
| 6 | LOAR |
Loar Holdings Inc.
|
339,976 | $27,405,465 | |
| 7 | MRCY |
Mercury Systems Inc
This page
|
165,257 | $20,215,888 | |
| 8 | GE |
General Electric Co
|
37,562 | $14,038,046 |
All Filings in MRCY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,215,888 | 165,257 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,085,506 | 83,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,681,711 | 77,821 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,037,835 | 103,848 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,511,852 | 83,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $799,362 | 18,551 | Shares | Sole | 2025-05-15 | |
| 2023-06-30 | $381,389 | 11,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $496,835 | 9,719 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,558,473 | 34,834 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||