Position in FLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,350,000
+$3,079,500 QoQ
Shares Held
250,000
+66.7% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#44
of 268 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLY Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SEVEN GRAND MANAGERS, LLC holds $586,222,800 across 20 Aerospace & Defense names. FLY ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
1,770,000 | $302,422,200 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
300,000 | $87,177,000 | |
| 3 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
750,000 | $37,395,000 | |
| 4 | ARXS |
Arxis, Inc.
|
500,000 | $23,070,000 | |
| 5 | VSEC |
Vse Corp
|
90,000 | $20,565,000 | |
| 6 | SARO |
StandardAero, Inc.
|
500,000 | $14,955,000 | |
| 7 | VVX |
V2X, Inc.
|
200,000 | $14,912,000 | |
| 8 | KRMN |
Karman Holdings Inc.
|
225,000 | $11,232,000 |
All Filings in FLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,350,000 | 250,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,270,500 | 150,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,355,500 | 150,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,398,000 | 150,000 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||