Kinetic Partners Management, LP

Position in DPC — DPC Holdings Ltd

CIK 1911448 Miami, FL

Position in DPC

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

Position Value

$340,042,611

New position

Shares Held

6,931,158

first reported quarter

Ownership

4.64%

of shares outstanding

% of Portfolio

8.12%

of 13F equity value

Holder Rank

#2

of 143 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kinetic Partners Management, LP holds $1,773,972,118 across 4 Aerospace & Defense names. DPC ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPCX	Space Exploration Technologies Corp	7,125,795	$1,217,513,333
2	DPC	DPC Holdings Ltd This page	6,931,158	$340,042,611
3	WWD	Woodward, Inc.	299,398	$127,375,885
4	RTX	RTX Corp	469,300	$89,040,289

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,042,611	6,931,158	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.