Position in FLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,708,200
+$366,000 QoQ
Shares Held
60,000
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.09%
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, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $64,344,060 across 11 Aerospace & Defense names. FLY ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HII |
Huntington Ingalls Industries, Inc.
|
55,250 | $20,989,475 | |
| 2 | ATRO |
Astronics Corp
|
272,500 | $14,512,314 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
59,000 | $12,064,909 | |
| 4 | RCAT |
Red Cat Holdings, Inc.
|
380,000 | $4,974,200 | |
| 5 | BA |
Boeing Co
|
22,500 | $4,478,175 | |
| 6 | FLY |
Firefly Aerospace Inc.
This page
|
60,000 | $1,708,200 | |
| 7 | RTX |
RTX Corp
|
7,600 | $1,466,040 | |
| 8 | HEI |
Heico Corp
|
5,000 | $1,371,000 |
All Filings in FLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,708,200 | 60,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,342,200 | 60,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,172,800 | 40,000 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||