Stephens Investment Management Group LLC
Position in KRMN — Karman Holdings Inc.
CIK 1314440
LITTLE ROCK, AR
Position in KRMN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$85,099,472
+$20,248,006 QoQ
Shares Held
1,704,717
+110.4% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#21
of 357 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in KRMN Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Stephens Investment Management Group LLC holds $704,863,272 across 12 Aerospace & Defense names. KRMN ranks #5 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
600,434 | $116,874,478 | |
| 2 | DRS |
Leonardo DRS, Inc.
|
2,401,901 | $102,489,115 | |
| 3 | AVAV |
AeroVironment Inc
|
567,423 | $93,664,514 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
165,210 | $92,618,378 | |
| 5 | KRMN |
Karman Holdings Inc.
This page
|
1,704,717 | $85,099,472 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
1,604,024 | $79,976,636 | |
| 7 | VSEC |
Vse Corp
|
280,307 | $64,050,149 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
86,017 | $24,995,680 |
All Filings in KRMN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,099,472 | 1,704,717 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $64,851,466 | 810,137 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $92,858,290 | 1,269,076 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $96,497,032 | 1,336,524 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $17,474,158 | 346,916 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $8,739,764 | 261,513 | Shares | Defined | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||