Hood River Capital Management LLC

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

CIK 1578177 PALM BEACH GARDENS, FL

Position in KTOS

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

Position Value

$191,404,401

-$17,004,378 QoQ

Shares Held

2,714,571

-1.1% QoQ

Ownership

1.45%

of shares outstanding

% of Portfolio

1.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 96.51845540234534.ToString("F0")% Shared 0.ToString("F0")% None 3.4815445976546573.ToString("F0")%

Industrials · as of Mar 31, 2026

Hood River Capital Management LLC holds $508,538,643 across 11 Aerospace & Defense names. KTOS ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KTOS	Kratos Defense & Security Solutions, Inc. This page	2,714,571	$191,404,401
2	KRMN	Karman Holdings Inc.	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

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$191,404,401	2,714,571	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$208,408,779	2,745,472	+1.9%	Shares	Sole	2026-02-17
2025-09-30	$246,073,389	2,693,153	-2.3%	Shares	Sole	2025-11-14
2025-06-30	$127,990,466	2,755,446	+13.3%	Shares	Sole	2025-08-14
2025-03-31	$72,185,475	2,431,306	+2.5%	Shares	Sole	2025-05-15
2024-12-31	$62,603,723	2,373,151	-23.8%	Shares	Sole	2025-02-14
2024-09-30	$72,532,247	3,112,972	+15.4%	Shares	Sole	2024-11-14
2024-06-30	$53,959,766	2,696,640	+5.5%	Shares	Sole	2024-08-14
2024-03-31	$46,993,745	2,556,787	+108.7%	Shares	Sole	2024-05-15
2023-12-31	$24,861,093	1,225,288	+65.9%	Shares	Sole	2024-02-14
2023-09-30	$11,090,317	738,370	-52.5%	Shares	Sole	2023-11-14
2022-09-30	$15,798,190	1,554,940	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$21,176,882	1,525,712	+5.7%	Shares	Sole	2022-08-15
2022-03-31	$29,552,496	1,442,993	+2.4%	Shares	Sole	2022-05-16
2021-12-31	$27,340,187	1,409,288	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$31,879,450	1,428,931	-13.7%	Shares	Sole	2021-11-15
2021-06-30	$47,182,402	1,656,104	+15.2%	Shares	Sole	2021-08-13
2021-03-31	$39,223,866	1,437,825	-18.3%	Shares	Sole	2021-05-17
2020-12-31	$48,301,925	1,760,916	+2.1%	Shares	Sole	2021-02-16
2020-09-30	$33,257,113	1,724,954	-9.2%	Shares	Sole	2020-11-16
2020-06-30	$29,687,809	1,899,412	+13.6%	Shares	Sole	2020-08-14
2020-03-31	$23,133,795	1,671,517	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.