Bullseye Asset Management LLC

Position in FLY — Firefly Aerospace Inc.

CIK 1513779 DENVER, CO

Position in FLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,205,000

New position

Shares Held

75,000

first reported quarter

Ownership

0.045%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#76

of 266 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Bullseye Asset Management LLC holds $11,084,934 across 4 Aerospace & Defense names. FLY ranks #4 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VVX	V2X, Inc.	56,482	$4,211,297
2	AVAV	AeroVironment Inc	14,674	$2,422,237
3	KRMN	Karman Holdings Inc.	45,000	$2,246,400
4	FLY	Firefly Aerospace Inc. This page	75,000	$2,205,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,205,000	75,000	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.