Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,400,825
+$418,350 QoQ
Shares Held
52,667
-4.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
4.70%
of 13F equity value
Holder Rank
#383
of 2,613 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$99,515
PutShares
500
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, 2026OAK FAMILY ADVISORS, LLC holds $23,355,620 across 4 Aerospace & Defense names. BA ranks #1 (48.8% of the industry book) .
All Filings in BA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,400,825 | 52,667 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $99,515 | 500 | Put | Sole | 2026-04-20 | |
| 2026-03-31 | $10,982,475 | 55,180 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,534,664 | 66,943 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,447,347 | 57,672 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $12,108,738 | 57,790 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,339,082 | 60,622 | Shares | Sole | 2025-04-15 | |
| 2025-03-31 | $170,550 | 1,000 | Put | Sole | 2025-04-15 | |
| 2024-12-31 | $88,500 | 500 | Call | Sole | 2025-01-24 | |
| 2024-12-31 | $9,901,734 | 55,942 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,225,006 | 34,366 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||