Arosa Capital Management LP

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

CIK 1596053 MIAMI BEACH, FL

Position in KTOS

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

Position Value

$705,100

New position

Shares Held

10,000

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Industrials · as of Mar 31, 2026

Arosa Capital Management LP holds $3,479,750 across 4 Aerospace & Defense names. KTOS ranks #4 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	5,000	$1,022,450
2	RDW	Redwire Corp	120,000	$1,020,000
3	AVAV	AeroVironment Inc	4,000	$732,200
4	KTOS	Kratos Defense & Security Solutions, Inc. This page	10,000	$705,100

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$705,100	10,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.