Position in BA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$180,103,040
+$57,301,530 QoQ
Shares Held
832,000
+34.8% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
12.27%
of 13F equity value
Holder Rank
#78
of 2,623 holders
Holding Since
Dec 2024
7 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, 2026Rovida Investment Management Ltd holds $268,537,478 across 2 Aerospace & Defense names. BA ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
832,000 | $180,103,040 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
1,773,655 | $88,434,438 |
All Filings in BA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,103,040 | 832,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $122,801,510 | 617,000 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $133,963,040 | 617,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $133,167,110 | 617,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $129,280,010 | 617,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $88,174,350 | 517,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $84,429,000 | 477,000 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||