DONALDSON CAPITAL MANAGEMENT, LLC
Position in KRMN — Karman Holdings Inc.
CIK 1487438
EVANSVILLE, IN
Position in KRMN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$280,289,711
+$24,089,859 QoQ
Shares Held
3,501,433
0.0% QoQ
Ownership
2.64%
of shares outstanding
% of Portfolio
11.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KRMN Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $423,755,608 across 7 Aerospace & Defense names. KRMN ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRMN |
Karman Holdings Inc.
This page
|
3,501,433 | $280,289,711 | |
| 2 | RTX |
RTX Corp
|
384,999 | $74,266,307 | |
| 3 | GD |
General Dynamics Corp
|
156,114 | $53,581,447 | |
| 4 | LMT |
Lockheed Martin Corp
|
17,016 | $10,284,300 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
6,137 | $4,186,906 | |
| 6 | GE |
General Electric Co
|
2,058 | $583,998 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
1,631 | $562,939 |
All Filings in KRMN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,289,711 | 3,501,433 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $256,199,852 | 3,501,433 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $252,803,462 | 3,501,433 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||