JANA Partners Management, LP

Position in MRCY — Mercury Systems Inc

CIK 1998597 NEW YORK, NY

Position in MRCY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$484,285,998

+$184,813,715 QoQ

Shares Held

3,958,849

-3.6% QoQ

Ownership

6.58%

of shares outstanding

% of Portfolio

25.46%

of 13F equity value

Holder Rank

of 391 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

JANA Partners Management, LP holds $484,285,998 across 1 Aerospace & Defense name. MRCY ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRCY	Mercury Systems Inc This page	3,958,849	$484,285,998

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,285,998	3,958,849	-3.6%	Shares	Sole	2026-08-14
2026-03-31	$299,472,283	4,107,424	-17.2%	Shares	Sole	2026-05-15
2026-03-03	$367,970,287	4,114,618	-17.2%	Shares	Sole	2026-03-04
2025-12-31	$362,091,707	4,959,481	-16.8%	Shares	Sole	2026-02-17
2025-11-06	$374,288,628	4,966,675	-16.7%	Shares	Sole	2025-11-10
2025-09-30	$461,263,829	5,959,481	-11.8%	Shares	Sole	2025-11-14
2025-08-13	$407,899,366	5,964,313	—	Shares	Sole	2025-08-15
2025-06-30	$363,738,824	6,753,413	-2.7%	Shares	Sole	2025-08-14
2025-03-31	$299,112,035	6,941,565	0.0%	Shares	Sole	2025-05-15
2024-12-31	$291,545,730	6,941,565	0.0%	Shares	Sole	2025-02-14
2024-09-30	$256,837,905	6,941,565	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$186,902,943	6,924,896	0.0%	Shares	Sole	2024-08-14
2024-03-31	$204,284,432	6,924,896	+32.9%	Shares	Sole	2024-05-15
2023-12-31	$190,571,206	5,211,135	+10.8%	Shares	Sole	2024-02-14
2023-09-30	$174,517,685	4,705,249	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.