Stephens Investment Management Group LLC
Position in DRS — Leonardo DRS, Inc.
CIK 1314440
LITTLE ROCK, AR
Position in DRS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$102,489,115
+$8,181,019 QoQ
Shares Held
2,401,901
+13.4% QoQ
Ownership
0.900%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#10
of 378 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in DRS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Stephens Investment Management Group LLC holds $704,863,272 across 12 Aerospace & Defense names. DRS ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
600,434 | $116,874,478 | |
| 2 | DRS |
Leonardo DRS, Inc.
This page
|
2,401,901 | $102,489,115 | |
| 3 | AVAV |
AeroVironment Inc
|
567,423 | $93,664,514 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
165,210 | $92,618,378 | |
| 5 | KRMN |
Karman Holdings Inc.
|
1,704,717 | $85,099,472 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
1,604,024 | $79,976,636 | |
| 7 | VSEC |
Vse Corp
|
280,307 | $64,050,149 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
86,017 | $24,995,680 |
All Filings in DRS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,489,115 | 2,401,901 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $94,308,096 | 2,118,331 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $34,779,402 | 1,020,223 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $37,112,911 | 817,465 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $31,510,372 | 677,934 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $25,393,519 | 772,309 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $25,942,345 | 802,920 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $26,927,975 | 954,216 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $28,646,275 | 1,122,943 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $30,068,775 | 1,361,194 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $27,794,057 | 1,386,929 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $23,176,660 | 1,387,824 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,800,974 | 1,718,626 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $22,138,635 | 1,706,911 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,806,754 | 1,471,577 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||