Penn Capital Management Company, LLC

Position in DRS — Leonardo DRS, Inc.

CIK 1158202 PHILADELPHIA, PA

Position in DRS

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,660,373

+$423,145 QoQ

Shares Held

37,295

+2.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Penn Capital Management Company, LLC holds $41,119,618 across 9 Aerospace & Defense names. DRS ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VSEC	Vse Corp	66,934	$12,342,629
2	TATT	Tat Technologies Ltd	290,600	$11,807,078
3	MRCY	Mercury Systems Inc	127,789	$9,317,095
4	PKE	Park Aerospace Corp	121,659	$3,331,023
5	DRS	Leonardo DRS, Inc. This page	37,295	$1,660,373
6	DCO	Ducommun Inc /De/	12,276	$1,497,672
7	BYRN	Byrna Technologies Inc.	60,238	$552,984
8	RDW	Redwire Corp	55,452	$471,342

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,660,373	37,295	+2.8%	Shares	Sole	2026-05-07
2025-12-31	$1,237,228	36,293	-20.9%	Shares	Sole	2026-02-09
2025-09-30	$2,082,952	45,880	+0.9%	Shares	Sole	2025-11-24
2025-06-30	$2,113,631	45,474	-13.5%	Shares	Sole	2025-08-14
2025-03-31	$1,727,811	52,549	+225.1%	Shares	Sole	2025-05-14
2024-12-31	$522,226	16,163	-71.8%	Shares	Sole	2025-02-14
2024-09-30	$1,615,482	57,246	-16.0%	Shares	Sole	2024-11-14
2024-06-30	$1,739,297	68,181	+32.5%	Shares	Sole	2024-08-13
2024-03-31	$1,136,530	51,450	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.