Burkehill Global Management, LP
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 1904549
NEW YORK, NY
Position in KTOS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,102,000
-$12,466,500 QoQ
Shares Held
200,000
-42.9% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KTOS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Burkehill Global Management, LP holds $143,101,345 across 10 Aerospace & Defense names. KTOS ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SARO |
StandardAero, Inc.
|
1,899,646 | $49,067,856 | |
| 2 | LOAR |
Loar Holdings Inc.
|
400,000 | $22,916,000 | |
| 3 | VSEC |
Vse Corp
|
90,000 | $16,596,000 | |
| 4 | YSS |
York Space Systems Inc.
|
668,705 | $14,825,189 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
200,000 | $14,102,000 | |
| 6 | KRMN |
Karman Holdings Inc.
|
175,000 | $14,008,750 | |
| 7 | FLY |
Firefly Aerospace Inc.
|
125,000 | $3,558,750 | |
| 8 | BETA |
BETA Technologies, Inc.
|
225,000 | $3,307,500 |
All Filings in KTOS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,102,000 | 200,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,568,500 | 350,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,979,500 | 350,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,257,500 | 350,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||