Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,611,600
+$8,863,800 QoQ
Shares Held
280,000
+7.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#164
of 2,613 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Davidson Kempner Capital Management LP holds $335,743,833 across 11 Aerospace & Defense names. BA ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
1,173,925 | $200,576,825 | |
| 2 | BA |
Boeing Co
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|
280,000 | $60,611,600 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
239,095 | $46,539,841 | |
| 4 | DPC |
DPC Holdings PLC
|
150,000 | $7,359,000 | |
| 5 | MNTS |
Momentus Inc.
|
850,000 | $5,712,000 | |
| 6 | AADX |
Applied Aerospace & Defense, Inc.
|
208,000 | $4,738,240 | |
| 7 | ARXS |
Arxis, Inc.
|
100,000 | $4,614,000 | |
| 8 | ELMT |
Elmet Group Co.
|
225,000 | $4,441,500 |
All Filings in BA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,611,600 | 280,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $51,747,800 | 260,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,793,600 | 280,000 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $6,081,600 | 40,000 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $9,509,389 | 49,274 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,303,300 | 5,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||