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Clearbridge Investments, LLC

Position in BETA — BETA Technologies, Inc.

CIK 1348883 NEW YORK, NY

Position in BETA

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$10,655,633
-$7,746,737 QoQ
Shares Held
724,873
+11.1% QoQ
Ownership
0.314%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 92.46212784860245.ToString("F0")% Shared 0.ToString("F0")% None 7.537872151397555.ToString("F0")%

Common Shares in BETA Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Mar 31, 2026

Clearbridge Investments, LLC holds $3,253,333,117 across 19 Aerospace & Defense names. BETA ranks #17 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BETA

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2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,655,633 724,873
2025-12-31 $18,402,370 652,335