JANA Partners Management, LP is Director & 10% Owner at MERCURY SYSTEMS INC (MRCY). They have made 18 open-market trades across 4 companies since 2023, most recently 2026-04-15.
CIK 0001998597
12 open-market purchases totalling $200.0M since 2023, against 6 sales. Across 12 scored buys the stock is down 17.7% at ninety days, and 24.2 points behind the S&P over the same stretch.
12 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| MRCY | 4,215,517 | $312.8M |
| LW | 5,398,980 | $289.5M |
| NEWR | 3,217,807 | $279.9M |
| RPD | 6,760,149 | $85.4M |
| THS | 7,727 | $189K |
| Total | $967.9M |
Shares reported on the most recent Form 4, priced at the 2026-04-15 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 50% | 33% | 33% |
| Avg Move | -0.4% | -3.8% | -17.7% |
| Alpha | -1.0% | -7.1% | -24.2% |
| Scored | 12 | 12 | 12 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 40% | 40% | 0% |
| Avg Move | -1.2% | +1.9% | +15.6% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| LW | BUY | 2026-04-13 | 2026-04-15 | $42.48 | $6.4M | -1.2% | +0.5% | +6.1% |
| LW | BUY | 2026-04-07 | 2026-04-09 | $41.11 | $9.7M | +5.6% | -4.9% | +8.7% |
| MRCY | SELL | 2026-03-02 | 2026-03-04 | $91.61 | $41.4M | -7.8% | -13.5% | +28.9% |
| THS | SELL | 2026-02-10 | 2026-02-10 | $24.48 | $48.0M | N/A | N/A | N/A |
| MRCY | SELL | 2026-02-09 | 2026-02-11 | $81.00 | $32.4M | +10.0% | -3.1% | +14.3% |
| RPD | BUY | 2025-11-28 | 2025-12-04 | $15.71 | $1.3M | -4.0% | -14.1% | -59.1% |
| RPD | BUY | 2025-11-24 | 2025-11-25 | $14.35 | $2.9M | +4.8% | +0.3% | -60.1% |
| MRCY | SELL | 2025-11-06 | 2025-11-10 | $75.45 | $75.5M | -11.1% | +1.1% | +14.8% |
| MRCY | SELL | 2025-08-13 | 2025-08-15 | $65.42 | $52.1M | +2.9% | +10.0% | +7.7% |
| RPD | BUY | 2025-08-11 | 2025-08-13 | $19.28 | $25.0M | -5.4% | -8.3% | -33.5% |
| THS | BUY | 2025-05-13 | 2025-05-14 | $23.31 | $7.9M | +2.2% | -7.3% | -18.4% |
| MRCY | SELL | 2025-05-08 | 2025-05-09 | $46.13 | $12.7M | +0.1% | +15.0% | +12.3% |
| THS | BUY | 2025-05-08 | 2025-05-12 | $22.35 | $25.3M | -4.5% | -7.6% | -25.4% |
| MRCY | BUY | 2024-08-27 | 2024-08-29 | $37.25 | $507K | -6.0% | -3.2% | +7.4% |
| MRCY | BUY | 2024-02-26 | 2024-02-28 | $29.22 | $19.9M | +3.1% | -3.0% | +4.2% |
| MRCY | BUY | 2024-02-09 | 2024-02-13 | $27.90 | $74.5M | -8.6% | -6.5% | -8.6% |
| MRCY | BUY | 2023-11-28 | 2023-11-30 | $33.46 | $16.5M | +8.5% | +3.2% | -15.3% |
| MRCY | BUY | 2023-11-16 | 2023-11-20 | $33.51 | $10.2M | +0.5% | +5.5% | -17.9% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| Scored | 5 | 5 | 5 |