WCM INVESTMENT MANAGEMENT, LLC
Position in FLY — Firefly Aerospace Inc.
CIK 1061186
LAGUNA BEACH, CA
Position in FLY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$9,700,583
-$5,541,015 QoQ
Shares Held
340,730
-50.0% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FLY Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $771,144,814 across 14 Aerospace & Defense names. FLY ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
2,289,914 | $649,808,895 | |
| 2 | HII |
Huntington Ingalls Industries, Inc.
|
44,140 | $16,768,786 | |
| 3 | MDA |
MDA Space Ltd.
|
661,720 | $16,754,750 | |
| 4 | MRCY |
Mercury Systems Inc
|
219,324 | $15,990,912 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
221,869 | $15,643,983 | |
| 6 | DCO |
Ducommun Inc /De/
|
121,769 | $14,855,818 | |
| 7 | KRMN |
Karman Holdings Inc.
|
145,711 | $11,664,165 | |
| 8 | FLY |
Firefly Aerospace Inc.
This page
|
340,730 | $9,700,583 |
All Filings in FLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,700,583 | 340,730 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,241,598 | 681,341 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $19,386,296 | 661,197 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||