MRCY β€” MERCURY SYS INC

Ownership history in 13D Management LLC  Β·  15 quarters on record

This page tracks every 13F SEC filing in which 13D Management LLC reported a position in MERCURY SYS INC (MRCY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
10.17% (2025 Q3)
πŸ“Š Avg. % of fund
5.38%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
15

Position Intelligence

13D Management LLC Γ— MRCY AI Analytics

πŸ“‰ 13D Management LLC underperformed the S&P 500 by –1.2% annually on this MRCY position. Timing score: 33% (4/12 decisions correct). Average cost basis: $53.64. Maximum drawdown during holding period: –58.1%.

πŸ“ˆ Position Alpha vs SPY
-1.2%
annualised excess return

⚠️ Trailed SPY by 1.2% ann. on this position.
14 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 12 add/trim decisions correct

πŸ’° Entry Quality
$53.64
+36.1% vs current ($73.01)

Best entry: $29.50 (2024 Q1)  Β·  Worst: $64.45 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–58.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
46%
buy-side decisions

6 adds Β· 7 trims. Bought during 3 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ 13D Management LLC has been actively increasing its MRCY allocation β€” a bullish signal from insiders.
Currently 9.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MRCY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 103,762 -33,250 -24.3% 9.01% $7.6M $73.01
2025 Q3 UNCHANGED 137,012 β€” 0% 10.17% $10.6M $77.40
2025 Q2 REDUCED 137,012 -65,689 -32.4% 6.73% $7.4M $53.86
2025 Q1 REDUCED 202,701 -18,314 -8.3% 7.70% $8.7M $43.09
2024 Q4 ADDED 221,015 +89,507 +68.1% 6.88% $9.3M $42.00
2024 Q3 ADDED 131,508 +222 +0.2% 3.57% $4.9M $37.00
2024 Q2 REDUCED 131,286 -29,880 -18.5% 2.59% $3.5M $26.99
2024 Q1 ADDED 161,166 +180 +0.1% 2.90% $4.8M $29.50
2023 Q4 REDUCED 160,986 -38,283 -19.2% 3.46% $5.9M $36.57
2023 Q3 ADDED 199,269 +75,069 +60.4% 4.60% $7.4M $37.09
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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