Dilation Capital Management LP

Position in BA — Boeing Co

CIK 1922880 New York, NY

Position in BA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$27,075,418

+$5,405,629 QoQ

Shares Held

125,077

+14.9% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

10.93%

of 13F equity value

Holder Rank

#60

of 1,478 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dilation Capital Management LP holds $69,182,052 across 5 Aerospace & Defense names. BA ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	125,077	$27,075,418
2	GE	General Electric Co	52,385	$19,577,846
3	HWM	Howmet Aerospace Inc.	44,081	$11,851,617
4	SPCX	Space Exploration Technologies Corp	41,100	$7,022,346
5	RKLB	Rocket Lab Corp	35,955	$3,654,825

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,075,418	125,077	+14.9%	Shares	Sole	2026-07-27
2026-03-31	$21,669,789	108,877	-11.0%	Shares	Sole	2026-04-29
2025-12-31	$26,548,782	122,277	+8.2%	Shares	Sole	2026-02-09
2025-09-30	$24,389,221	113,002	+30.5%	Shares	Sole	2025-10-30
2025-06-30	$18,145,088	86,599	+26.3%	Shares	Sole	2025-08-13
2025-03-31	$11,697,683	68,588	+10.0%	Shares	Sole	2025-05-14
2024-12-31	$11,038,605	62,365	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.