LuminArx Capital Management LP

Position in FLY — Firefly Aerospace Inc.

CIK 1992915 NEW YORK, NY

Position in FLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$661,500

+$92,100 QoQ

Shares Held

22,500

+12.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#124

of 266 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LuminArx Capital Management LP holds $9,071,100 across 4 Aerospace & Defense names. FLY ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRMN	Karman Holdings Inc.	70,000	$3,494,400
2	BA	Boeing Co	15,000	$3,247,050
3	HAWK	HawkEye 360, Inc.	82,500	$1,668,150
4	FLY	Firefly Aerospace Inc. This page	22,500	$661,500

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,500	22,500	+12.5%	Shares	Sole	2026-08-14
2026-03-31	$569,400	20,000	-81.4%	Shares	Sole	2026-05-14
2025-12-31	$2,406,206	107,564	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.