Junto Capital Management LP

Position in BA — Boeing Co

CIK 1595880 NEW YORK, NY

Position in BA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$43,140,739

-$19,858,624 QoQ

Shares Held

199,292

-37.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#195

of 2,609 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Junto Capital Management LP holds $165,579,411 across 4 Aerospace & Defense names. BA ranks #3 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	138,053	$48,903,894
2	LMT	Lockheed Martin Corp	88,117	$44,892,086
3	BA	Boeing Co This page	199,292	$43,140,739
4	TXT	Textron Inc	312,250	$28,642,692

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,140,739	199,292	-37.0%	Shares	Sole	2026-08-14
2026-03-31	$62,999,363	316,532	+21.6%	Shares	Sole	2026-05-15
2025-12-31	$56,502,006	260,234	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.