Position in ARXS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,302,500
New position
Shares Held
375,000
first reported quarter
Ownership
0.090%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#34
of 140 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, 2026Burkehill Global Management, LP holds $755,873,267 across 11 Aerospace & Defense names. ARXS ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
3,750,000 | $640,725,000 | |
| 2 | SARO |
StandardAero, Inc.
|
1,000,000 | $29,910,000 | |
| 3 | ARXS |
Arxis, Inc.
This page
|
375,000 | $17,302,500 | |
| 4 | YSS |
York Space Systems Inc.
|
668,705 | $16,463,517 | |
| 5 | KRMN |
Karman Holdings Inc.
|
300,000 | $14,976,000 | |
| 6 | DPC |
DPC Holdings Ltd
|
300,000 | $14,718,000 | |
| 7 | AADX |
Applied Aerospace & Defense, Inc.
|
350,000 | $7,973,000 | |
| 8 | VOYG |
Voyager Technologies, Inc./TX
|
120,000 | $3,870,000 |
All Filings in ARXS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,302,500 | 375,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||