Hood River Capital Management LLC
Position in KRMN — Karman Holdings Inc.
CIK 1578177
PALM BEACH GARDENS, FL
Position in KRMN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$103,167,159
+$8,526,521 QoQ
Shares Held
1,288,784
-0.4% QoQ
Ownership
0.972%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 96.1987423804144.ToString("F0")%
Shared 0.ToString("F0")%
None 3.801257619585594.ToString("F0")%
Common Shares in KRMN Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Hood River Capital Management LLC holds $508,538,643 across 11 Aerospace & Defense names. KRMN ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
2,714,571 | $191,404,401 | |
| 2 | KRMN |
Karman Holdings Inc.
This page
|
1,288,784 | $103,167,159 | |
| 3 | VSEC |
Vse Corp
|
305,287 | $56,294,922 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
101,762 | $43,217,303 | |
| 5 | RCAT |
Red Cat Holdings, Inc.
|
3,033,005 | $39,702,035 | |
| 6 | YSS |
York Space Systems Inc.
|
988,510 | $21,915,266 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
88,628 | $21,713,860 | |
| 8 | RKLB |
Rocket Lab Corp
|
283,202 | $18,187,232 |
All Filings in KRMN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||