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JANA Partners Management, LP: MRCY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANA Partners Management, LP on MRCY, newest first. How the timeline and the estimate are built.

JANA Partners Management, LP held 3,958,849 MRCY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,958,849 shares
    Change vs previous 13F -148,575 shares

    25.46% of the 13F portfolio, value $484,285,998.

    13F-HR 0000902664-26-003486 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 4,107,424 shares
    Change vs previous 13F -852,057 shares

    17.96% of the 13F portfolio, value $299,472,284.

    13F-HR 0000902664-26-002515 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,959,481 shares
    Change vs previous 13F -1,000,000 shares

    18.84% of the 13F portfolio, value $362,091,708.

    13F-HR 0000902664-26-001069 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,959,481 shares
    Change vs previous 13F -793,932 shares

    22.33% of the 13F portfolio, value $461,263,829.

    13F-HR 0000902664-25-005066 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,753,413 shares
    Change vs previous 13F -188,152 shares

    18.27% of the 13F portfolio, value $363,738,824.

    13F-HR 0000902664-25-003587 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,941,565 shares
    Change vs previous 13F 0 shares

    15.45% of the 13F portfolio, value $299,112,036.

    13F-HR 0000902664-25-002348 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,941,565 shares
    Change vs previous 13F 0 shares

    15.23% of the 13F portfolio, value $291,545,730.

    13F-HR 0000902664-25-001058 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,941,565 shares
    Change vs previous 13F not available

    14.45% of the 13F portfolio, value $256,837,905.

    13F-HR 0000902664-24-006510 filed by JANA Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).