Which hedge funds own MCY? MERCURY GENL CORP NEW, Q2 2026 13F holders
35 tracked hedge funds disclosed a position in MCY (MERCURY GENL CORP NEW) in their Q2 2026 13F filings, worth $493.5m in total. The largest holder by portfolio weight is DG Capital Management, LLC at 17.8% of its book. 13 opened a new position this quarter: Philadelphia Financial Management of San Francisco, LLC, Occudo Quantitative Strategies LP, FJ Capital Management LLC, Campbell & CO Investment Adviser LLC. 9 exited: Philosophy Capital Management LLC, Mirabella Financial Services LLP, Mangrove Partners IM, LLC.
- 35
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $18.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $43.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $494m
- Combined value Sum of the holders' reported positions in the security.
- 2.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Philosophy Capital Management LLC | 2.6% | $22.7m |
| Mirabella Financial Services LLP | 0.05% | $481k |
| Mangrove Partners IM, LLC | 0.02% | $213k |
| Tudor Investment Corp ET AL | 0.01% | $2.8m |
| Quantbot Technologies LP | 0.01% | $328k |
| Citadel Advisors LLC | 0.01% | $9.7m |
| Point72 Asset Management, L.P. | 0.0% | $2.9m |
| Millennium Management LLC | 0.0% | $4.3m |
| Squarepoint Ops LLC | 0.0% | $297k |
Ownership over time
Who discovered MCY first? Beta
The run: Q3 2023 → Q2 2026, +280%
| Fairholme Capital Management (Bruce Berkowitz) high conviction | Q3 1999 | – | +27.7 pts |
| DG Capital Management, LLC high conviction | Q3 2025 | – | +14.0 pts |
| Rubric Capital Management LP | Q1 2025 | – | +1.5 pts |
| Lakewood Capital Management, LP | Q2 2024 | – | +0.4 pts |
| Park West Asset Management LLC | Q3 2025 | – | +0.4 pts |
| Philosophy Capital Management LLC | Q4 2025 | – | 0.0 pts |
| Philadelphia Financial Management of San Francisco, LLC | Q2 2019 | – | −0.2 pts |
| Mork Capital Management, LLC | Q2 2019 | – | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.