Position in DRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,311,974
-$3,104,555 QoQ
Shares Held
30,747
-76.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#130
of 373 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026TWINBEECH CAPITAL LP holds $20,803,556 across 13 Aerospace & Defense names. DRS ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
22,226 | $5,975,682 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
11,893 | $3,455,986 | |
| 3 | KRMN |
Karman Holdings Inc.
|
49,600 | $2,476,032 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
3,201 | $1,630,301 | |
| 5 | DRS |
Leonardo DRS, Inc.
This page
|
30,747 | $1,311,974 | |
| 6 | VVX |
V2X, Inc.
|
16,378 | $1,221,143 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
4,114 | $1,151,467 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
5,545 | $1,079,334 |
All Filings in DRS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,974 | 30,747 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $4,416,529 | 129,555 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $5,168,622 | 111,201 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $1,453,160 | 51,494 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $447,256 | 20,247 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,280,195 | 63,882 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||