Rovida Investment Management Ltd
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 2053064
Grand Cayman, E9
Position in KTOS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$88,434,438
-$36,625,976 QoQ
Shares Held
1,773,655
0.0% QoQ
Ownership
0.945%
of shares outstanding
% of Portfolio
6.03%
of 13F equity value
Holder Rank
#19
of 624 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KTOS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Rovida Investment Management Ltd holds $268,537,478 across 2 Aerospace & Defense names. KTOS ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
832,000 | $180,103,040 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
1,773,655 | $88,434,438 |
All Filings in KTOS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,434,438 | 1,773,655 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||