TimesSquare Capital Management, LLC
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 1313816
NEW YORK, NY
Position in KTOS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$22,449,819
+$699,251 QoQ
Shares Held
318,392
+11.1% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 92.93261137214502.ToString("F0")%
Shared 0.ToString("F0")%
None 7.067388627854972.ToString("F0")%
Common Shares in KTOS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026TimesSquare Capital Management, LLC holds $417,742,515 across 7 Aerospace & Defense names. KTOS ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
164,493 | $112,039,472 | |
| 2 | KRMN |
Karman Holdings Inc.
|
1,265,289 | $101,286,384 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
205,881 | $87,435,601 | |
| 4 | LOAR |
Loar Holdings Inc.
|
925,887 | $53,044,066 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
318,392 | $22,449,819 | |
| 6 | EMBJ |
Embraer S.A.
|
368,352 | $21,858,007 | |
| 7 | HXL |
Hexcel Corp /De/
|
242,545 | $19,629,166 |
All Filings in KTOS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,449,819 | 318,392 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,750,568 | 286,531 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31,842,445 | 348,500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $32,073,306 | 690,491 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,247,351 | 715,640 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,616,696 | 591,990 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||