Rovida Investment Management Ltd
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 2053064
Grand Cayman, E9
Position in KTOS
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$125,060,414
-$9,577,737 QoQ
Shares Held
1,773,655
0.0% QoQ
Ownership
0.946%
of shares outstanding
% of Portfolio
15.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Rovida Investment Management Ltd holds $247,861,924 across 2 Aerospace & Defense names. KTOS ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
1,773,655 | $125,060,414 | |
| 2 | BA |
Boeing Co
|
617,000 | $122,801,510 |
All Filings in KTOS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,060,414 | 1,773,655 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $134,638,151 | 1,773,655 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $162,058,857 | 1,773,655 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $82,386,274 | 1,773,655 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $52,659,816 | 1,773,655 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $46,789,018 | 1,773,655 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||