WESTERLY CAPITAL MANAGEMENT, LLC
Position in AADX — Applied Aerospace & Defense, Inc.
CIK 1546172
SAN FRANCISCO, CA
Position in AADX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,695,000
New position
Shares Held
250,000
first reported quarter
Ownership
0.145%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#37
of 92 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WESTERLY CAPITAL MANAGEMENT, LLC holds $12,797,600 across 2 Aerospace & Defense names. AADX ranks #2 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVEX |
AEVEX Corp.
|
340,000 | $7,102,600 | |
| 2 | AADX |
Applied Aerospace & Defense, Inc.
This page
|
250,000 | $5,695,000 |
All Filings in AADX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,695,000 | 250,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||