Position in MRCY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$286,986
-$2,870,492 QoQ
Shares Held
2,346
-97.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#253
of 391 holders
Holding Since
Jun 2020
5 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, 2026TWINBEECH CAPITAL LP holds $20,803,556 across 13 Aerospace & Defense names. MRCY ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
22,226 | $5,975,682 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
11,893 | $3,455,986 | |
| 3 | KRMN |
Karman Holdings Inc.
|
49,600 | $2,476,032 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
3,201 | $1,630,301 | |
| 5 | DRS |
Leonardo DRS, Inc.
|
30,747 | $1,311,974 | |
| 6 | VVX |
V2X, Inc.
|
16,378 | $1,221,143 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
4,114 | $1,151,467 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
5,545 | $1,079,334 |
All Filings in MRCY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,986 | 2,346 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $3,157,478 | 91,283 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $2,182,775 | 48,788 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $251,278 | 5,299 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $794,466 | 10,100 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||