Position in MRCY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$280,502
+$204,895 QoQ
Shares Held
2,293
+121.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#255
of 391 holders
Holding Since
Jun 2025
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, 2026Bayforest Capital Ltd holds $1,892,100 across 19 Aerospace & Defense names. MRCY ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRS |
Leonardo DRS, Inc.
|
6,618 | $282,390 | |
| 2 | MRCY |
Mercury Systems Inc
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|
2,293 | $280,502 | |
| 3 | HII |
Huntington Ingalls Industries, Inc.
|
761 | $212,996 | |
| 4 | GD |
General Dynamics Corp
|
414 | $146,655 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
264 | $134,457 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
471 | $126,633 | |
| 7 | TXT |
Textron Inc
|
1,334 | $122,367 | |
| 8 | FLY |
Firefly Aerospace Inc.
|
3,352 | $98,548 |
All Filings in MRCY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,502 | 2,293 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $75,607 | 1,037 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $130,687 | 1,790 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,200,861 | 15,515 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $799,066 | 14,836 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||