DONALDSON CAPITAL MANAGEMENT, LLC
Position in KRMN — Karman Holdings Inc.
CIK 1487438
EVANSVILLE, IN
Position in KRMN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$174,791,535
-$105,498,176 QoQ
Shares Held
3,501,433
0.0% QoQ
Ownership
2.64%
of shares outstanding
% of Portfolio
6.07%
of 13F equity value
Holder Rank
#9
of 357 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KRMN Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $321,234,441 across 11 Aerospace & Defense names. KRMN ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRMN |
Karman Holdings Inc.
This page
|
3,501,433 | $174,791,535 | |
| 2 | RTX |
RTX Corp
|
393,318 | $74,624,224 | |
| 3 | GD |
General Dynamics Corp
|
160,334 | $56,796,716 | |
| 4 | LMT |
Lockheed Martin Corp
|
16,371 | $8,340,369 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
5,732 | $2,919,364 | |
| 6 | GE |
General Electric Co
|
3,776 | $1,411,204 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
2,926 | $850,266 | |
| 8 | BA |
Boeing Co
|
2,379 | $514,982 |
All Filings in KRMN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,791,535 | 3,501,433 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||