Hood River Capital Management LLC
Position in KRMN — Karman Holdings Inc.
CIK 1578177
PALM BEACH GARDENS, FL
Position in KRMN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$95,646,370
-$7,520,789 QoQ
Shares Held
1,915,993
+48.7% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#17
of 357 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in KRMN Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Hood River Capital Management LLC holds $730,110,956 across 11 Aerospace & Defense names. KRMN ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
3,137,727 | $156,447,068 | |
| 2 | RCAT |
Red Cat Holdings, Inc.
|
10,578,223 | $112,658,074 | |
| 3 | KRMN |
Karman Holdings Inc.
This page
|
1,915,993 | $95,646,370 | |
| 4 | AVAV |
AeroVironment Inc
|
564,254 | $93,141,407 | |
| 5 | VSEC |
Vse Corp
|
330,182 | $75,446,587 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
107,147 | $60,067,679 | |
| 7 | YSS |
York Space Systems Inc.
|
1,963,942 | $48,352,252 | |
| 8 | RKLB |
Rocket Lab Corp
|
421,905 | $42,886,643 |
All Filings in KRMN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,646,370 | 1,915,993 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $103,167,159 | 1,288,784 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $94,640,638 | 1,293,435 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,688,401 | 688,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,790,348 | 730,402 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||