Lisanti Capital Growth, LLC

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

CIK 1424467 NEW YORK, NY

Position in KTOS

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$5,234,309

+$505,116 QoQ

Shares Held

74,235

+19.2% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

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

Industrials · as of Mar 31, 2026

Lisanti Capital Growth, LLC holds $34,847,801 across 9 Aerospace & Defense names. KTOS ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PL	Planet Labs PBC	212,425	$5,937,278
2	KRMN	Karman Holdings Inc.	71,079	$5,689,873
3	VSEC	Vse Corp	29,169	$5,378,763
4	KTOS	Kratos Defense & Security Solutions, Inc. This page	74,235	$5,234,309
5	MRCY	Mercury Systems Inc	53,565	$3,905,424
6	ATRO	Astronics Corp	40,820	$2,723,918
7	RKLB	Rocket Lab Corp	32,930	$2,114,764
8	FLY	Firefly Aerospace Inc.	68,955	$1,963,148

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,234,309	74,235	+19.2%	Shares	Sole	2026-05-07
2025-12-31	$4,729,193	62,300	-48.9%	Shares	Sole	2026-02-09
2025-09-30	$11,132,520	121,840	+10.6%	Shares	Sole	2025-11-04
2025-06-30	$5,115,770	110,135	-49.4%	Shares	Sole	2025-08-07
2025-03-31	$6,458,911	217,545	-2.6%	Shares	Sole	2025-04-25
2024-12-31	$5,892,236	223,360	+1.0%	Shares	Sole	2025-02-07
2024-09-30	$5,151,280	221,085	+318.1%	Shares	Sole	2024-11-04
2024-06-30	$1,058,128	52,880	+48.2%	Shares	Sole	2024-08-01
2024-03-31	$655,706	35,675	-41.9%	Shares	Sole	2024-05-07
2023-12-31	$1,245,298	61,375	-74.4%	Shares	Sole	2024-02-06
2023-09-30	$3,603,673	239,925	-44.0%	Shares	Sole	2023-11-03
2023-06-30	$6,148,275	428,750	+28.6%	Shares	Sole	2023-08-11
2023-03-31	$4,494,299	333,405	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.