MARSICO CAPITAL MANAGEMENT LLC

Position in BA — Boeing Co

CIK 1055966 DENVER, CO

Position in BA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$100,458,402

-$17,928,014 QoQ

Shares Held

504,740

-7.4% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

2.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $323,077,573 across 5 Aerospace & Defense names. BA ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	563,381	$159,870,626
2	BA	Boeing Co This page	504,740	$100,458,402
3	VSEC	Vse Corp	123,992	$22,864,124
4	HEI	Heico Corp	73,419	$20,131,489
5	AIR	Aar Corp	180,458	$19,752,932

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$100,458,402	504,740	-7.4%	Shares	Sole	2026-05-13
2025-12-31	$118,386,416	545,258	-2.7%	Shares	Sole	2026-02-12
2025-09-30	$120,965,376	560,466	+11.9%	Shares	Sole	2025-11-12
2025-06-30	$104,966,148	500,960	+47.6%	Shares	Sole	2025-08-12
2025-03-31	$57,888,592	339,423	-10.2%	Shares	Sole	2025-05-14
2024-12-31	$66,896,265	377,945	+89.0%	Shares	Sole	2025-02-13
2023-03-31	$42,483,875	199,990	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.