SEVEN GRAND MANAGERS, LLC
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 1909126
BRONXVILLE, NY
Position in KTOS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,051,000
-$11,926,500 QoQ
Shares Held
100,000
-60.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.47%
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, 2026SEVEN GRAND MANAGERS, LLC holds $200,079,912 across 14 Aerospace & Defense names. KTOS ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
275,000 | $94,916,250 | |
| 2 | VSEC |
Vse Corp
|
90,000 | $16,596,000 | |
| 3 | SARO |
StandardAero, Inc.
|
637,500 | $16,466,625 | |
| 4 | AVAV |
AeroVironment Inc
|
75,000 | $13,728,750 | |
| 5 | VVX |
V2X, Inc.
|
150,000 | $10,275,000 | |
| 6 | ACHR |
Archer Aviation Inc.
|
1,500,000 | $7,755,000 | |
| 7 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
100,000 | $7,051,000 | |
| 8 | MDA |
MDA Space Ltd.
|
250,000 | $6,330,000 |
All Filings in KTOS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,051,000 | 100,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,977,500 | 250,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $45,685,000 | 500,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,225,000 | 500,000 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||