TimesSquare Capital Management, LLC
Position in KRMN — Karman Holdings Inc.
CIK 1313816
NEW YORK, NY
Position in KRMN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$101,286,384
-$15,932,541 QoQ
Shares Held
1,265,289
-21.0% QoQ
Ownership
0.955%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 79.05735369547985.ToString("F0")%
Shared 0.ToString("F0")%
None 20.942646304520153.ToString("F0")%
Common Shares in KRMN Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026TimesSquare Capital Management, LLC holds $417,742,515 across 7 Aerospace & Defense names. KRMN ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
164,493 | $112,039,472 | |
| 2 | KRMN |
Karman Holdings Inc.
This page
|
1,265,289 | $101,286,384 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
205,881 | $87,435,601 | |
| 4 | LOAR |
Loar Holdings Inc.
|
925,887 | $53,044,066 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
318,392 | $22,449,819 | |
| 6 | EMBJ |
Embraer S.A.
|
368,352 | $21,858,007 | |
| 7 | HXL |
Hexcel Corp /De/
|
242,545 | $19,629,166 |
All Filings in KRMN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,286,384 | 1,265,289 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $117,218,925 | 1,602,008 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111,686,541 | 1,546,905 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $16,876,972 | 335,060 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,890,915 | 445,569 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||