Portolan Capital Management, LLC

Position in KTOS — Kratos Defense & Security Solutions, Inc.

CIK 1350290 BOSTON, MA

Position in KTOS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$18,319,273

-$3,998,722 QoQ

Shares Held

259,811

-11.6% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Portolan Capital Management, LLC holds $45,164,020 across 6 Aerospace & Defense names. KTOS ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KTOS	Kratos Defense & Security Solutions, Inc. This page	259,811	$18,319,273
2	PKE	Park Aerospace Corp	410,655	$11,243,733
3	MOG-A	Moog Inc.	29,437	$8,614,443
4	AVAV	AeroVironment Inc	26,880	$4,920,384
5	PL	Planet Labs PBC	47,288	$1,321,699
6	LHX	L3harris Technologies, Inc. /De/	2,157	$744,488

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,319,273	259,811	-11.6%	Shares	Sole	2026-05-15
2025-12-31	$22,317,995	294,006	-50.7%	Shares	Sole	2026-02-17
2025-09-30	$54,466,205	596,106	-55.1%	Shares	Sole	2025-11-13
2025-06-30	$61,705,248	1,328,423	-9.1%	Shares	Sole	2025-08-13
2025-03-31	$43,369,073	1,460,730	+8.4%	Shares	Sole	2025-05-15
2024-12-31	$35,562,271	1,348,077	-24.1%	Shares	Sole	2025-02-13
2024-09-30	$41,398,042	1,776,740	+9.0%	Shares	Sole	2024-11-14
2024-06-30	$32,624,724	1,630,421	+2.9%	Shares	Sole	2024-08-14
2024-03-31	$29,126,620	1,584,691	+115.3%	Shares	Sole	2024-05-15
2023-12-31	$14,933,784	736,017	+36.7%	Shares	Sole	2024-02-14
2023-09-30	$8,085,025	538,284	+28.3%	Shares	Sole	2023-11-14
2023-06-30	$6,014,511	419,422	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.