Moody Aldrich Partners LLC
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 936941
MARBLEHEAD, MA
Position in KTOS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,640,992
-$1,283,410 QoQ
Shares Held
32,912
-20.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#28
of 174 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 48%
Shared 36%
None 16%
Common Shares in KTOS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Moody Aldrich Partners LLC holds $16,792,064 across 8 Aerospace & Defense names. KTOS ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSEC |
Vse Corp
|
28,825 | $6,586,512 | |
| 2 | LOAR |
Loar Holdings Inc.
|
65,974 | $5,318,164 | |
| 3 | KRMN |
Karman Holdings Inc.
|
41,559 | $2,074,625 | |
| 4 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
32,912 | $1,640,992 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,335 | $358,928 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
1,733 | $337,328 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
997 | $269,718 | |
| 8 | DRS |
Leonardo DRS, Inc.
|
4,823 | $205,797 |
All Filings in KTOS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,640,992 | 32,912 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,924,402 | 41,475 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,249,670 | 82,330 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,464,104 | 103,580 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,275,258 | 92,040 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||