Position in DRS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$11,639,932
+$2,883,507 QoQ
Shares Held
261,454
+1.8% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 52.549205596395545.ToString("F0")%
Shared 0.ToString("F0")%
None 47.450794403604455.ToString("F0")%
Common Shares in DRS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026ESSEX INVESTMENT MANAGEMENT CO LLC holds $34,912,024 across 7 Aerospace & Defense names. DRS ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRS |
Leonardo DRS, Inc.
This page
|
261,454 | $11,639,932 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
158,844 | $11,200,090 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
25,555 | $5,225,741 | |
| 4 | PKE |
Park Aerospace Corp
|
149,893 | $4,104,070 | |
| 5 | CODA |
Coda Octopus Group, Inc.
|
189,640 | $2,142,932 | |
| 6 | OPXS |
Optex Systems Holdings Inc
|
23,126 | $305,841 | |
| 7 | GE |
General Electric Co
|
1,034 | $293,418 |
All Filings in DRS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,639,932 | 261,454 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,756,425 | 256,862 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,919,770 | 262,550 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,807,872 | 254,042 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,412,643 | 255,859 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,329,744 | 257,807 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,589,329 | 375,242 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $9,540,637 | 373,996 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,204,167 | 326,128 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,492,859 | 323,995 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,016,705 | 420,162 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,692,212 | 501,281 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,872,284 | 452,759 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,118,338 | 400,496 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||