Position in BA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,747,800
-$9,045,800 QoQ
Shares Held
260,000
-7.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Davidson Kempner Capital Management LP holds $120,713,282 across 6 Aerospace & Defense names. BA ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
260,000 | $51,747,800 | |
| 2 | RTX |
RTX Corp
|
200,000 | $38,580,000 | |
| 3 | LUNR |
Intuitive Machines, Inc.
|
1,322,751 | $24,550,258 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
24,900 | $5,091,801 | |
| 5 | YSS |
York Space Systems Inc.
|
21,400 | $474,438 | |
| 6 | VOYG |
Voyager Technologies, Inc./TX
|
11,500 | $268,985 |
All Filings in BA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||