Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,826,492
+$3,152,355 QoQ
Shares Held
179,362
+0.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
#206
of 2,613 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Dec 31, 2025CallValue
$9,119,040
CallShares
42,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CLOUGH CAPITAL PARTNERS L P holds $175,498,708 across 7 Aerospace & Defense names. BA ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
179,362 | $38,826,492 | |
| 2 | RTX |
RTX Corp
|
193,581 | $36,728,123 | |
| 3 | GE |
General Electric Co
|
77,835 | $29,089,274 | |
| 4 | LMT |
Lockheed Martin Corp
|
41,803 | $21,296,956 | |
| 5 | GD |
General Dynamics Corp
|
52,507 | $18,600,079 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
35,166 | $17,910,395 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
67,030 | $13,047,389 |
All Filings in BA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,826,492 | 179,362 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $35,674,137 | 179,240 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $37,921,093 | 174,655 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $9,119,040 | 42,000 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $31,186,787 | 144,497 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $9,064,860 | 42,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $26,663,949 | 127,256 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $7,647,845 | 36,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $22,771,836 | 133,520 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $7,538,310 | 44,200 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $18,215,070 | 102,910 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $7,823,400 | 44,200 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $4,553,598 | 29,950 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,098,679 | 49,990 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,185,418 | 78,685 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $29,729,576 | 114,055 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $23,401,252 | 122,085 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,323,520 | 115,190 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $25,687,035 | 120,920 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $29,287,837 | 153,750 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $20,274,846 | 167,450 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,989,468 | 168,150 | Shares | Defined | 2022-08-16 | |
| 2022-06-30 | $18,593,920 | 136,000 | Put | Defined | 2022-08-16 | |
| 2022-03-31 | $22,510,825 | 117,550 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,512,038 | 62,150 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,927,235 | 136,070 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,750,687 | 86,620 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||