Hood River Capital Management LLC
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 1578177
PALM BEACH GARDENS, FL
Position in KTOS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$156,447,068
-$34,957,333 QoQ
Shares Held
3,137,727
+15.6% QoQ
Ownership
1.67%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#9
of 624 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in KTOS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Hood River Capital Management LLC holds $730,110,956 across 11 Aerospace & Defense names. KTOS ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
3,137,727 | $156,447,068 | |
| 2 | RCAT |
Red Cat Holdings, Inc.
|
10,578,223 | $112,658,074 | |
| 3 | KRMN |
Karman Holdings Inc.
|
1,915,993 | $95,646,370 | |
| 4 | AVAV |
AeroVironment Inc
|
564,254 | $93,141,407 | |
| 5 | VSEC |
Vse Corp
|
330,182 | $75,446,587 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
107,147 | $60,067,679 | |
| 7 | YSS |
York Space Systems Inc.
|
1,963,942 | $48,352,252 | |
| 8 | RKLB |
Rocket Lab Corp
|
421,905 | $42,886,643 |
All Filings in KTOS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,447,068 | 3,137,727 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $191,404,401 | 2,714,571 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $208,408,779 | 2,745,472 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $246,073,389 | 2,693,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $127,990,466 | 2,755,446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $72,185,475 | 2,431,306 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,603,723 | 2,373,151 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $72,532,247 | 3,112,972 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $53,959,766 | 2,696,640 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,993,745 | 2,556,787 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,861,093 | 1,225,288 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,090,317 | 738,370 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $15,798,190 | 1,554,940 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,176,882 | 1,525,712 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,552,496 | 1,442,993 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,340,187 | 1,409,288 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,879,450 | 1,428,931 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $47,182,402 | 1,656,104 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $39,223,866 | 1,437,825 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $48,301,925 | 1,760,916 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $33,257,113 | 1,724,954 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $29,687,809 | 1,899,412 | 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. | ||||||