Clearbridge Investments, LLC
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 1348883
NEW YORK, NY
Position in KTOS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$108,542,247
-$2,140,909 QoQ
Shares Held
1,539,388
+5.6% QoQ
Ownership
0.821%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 97.06246898117953.ToString("F0")%
Shared 0.ToString("F0")%
None 2.937531018820466.ToString("F0")%
Common Shares in KTOS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Clearbridge Investments, LLC holds $3,253,333,117 across 19 Aerospace & Defense names. KTOS ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
5,486,054 | $1,058,259,816 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
2,762,767 | $953,569,030 | |
| 3 | BA |
Boeing Co
|
1,079,272 | $214,807,506 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
879,404 | $202,667,445 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
827,836 | $169,284,183 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
372,326 | $158,123,128 | |
| 7 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
1,539,388 | $108,542,247 | |
| 8 | FTAI |
FTAI Aviation Ltd.
|
351,601 | $86,142,245 |
All Filings in KTOS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,542,247 | 1,539,388 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $110,683,156 | 1,458,084 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $89,728,537 | 982,035 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||