Davis Capital Management’s Mercury Systems MRCY Stock Holding History

Davis Capital Management’s Portfolio MRCY Stock Details MRCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367	Buy	+3	New	+$286	﹤0.01%	684

Other funds holding MRCY

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Davis Capital Management's MRCY Position: Q2 2026 in Review

Davis Capital Management opened a new position in Mercury Systems (MRCY) in Q2 2026: 3 shares worth $367. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings.

61 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

Davis Capital Management held 3 shares of Mercury Systems worth $367 as of Q2 2026.
Mercury Systems was a new Davis Capital Management position in Q2 2026.
Mercury Systems made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #684 holding.
61 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.