Hood River Capital Management LLC
Position in RCAT — Red Cat Holdings, Inc.
CIK 1578177
PALM BEACH GARDENS, FL
Position in RCAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$112,658,074
+$72,956,039 QoQ
Shares Held
10,578,223
+248.8% QoQ
Ownership
6.93%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#3
of 281 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in RCAT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Hood River Capital Management LLC holds $730,110,956 across 11 Aerospace & Defense names. RCAT ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
3,137,727 | $156,447,068 | |
| 2 | RCAT |
Red Cat Holdings, Inc.
This page
|
10,578,223 | $112,658,074 | |
| 3 | KRMN |
Karman Holdings Inc.
|
1,915,993 | $95,646,370 | |
| 4 | AVAV |
AeroVironment Inc
|
564,254 | $93,141,407 | |
| 5 | VSEC |
Vse Corp
|
330,182 | $75,446,587 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
107,147 | $60,067,679 | |
| 7 | YSS |
York Space Systems Inc.
|
1,963,942 | $48,352,252 | |
| 8 | RKLB |
Rocket Lab Corp
|
421,905 | $42,886,643 |
All Filings in RCAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,658,074 | 10,578,223 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $112,658,074 | 10,578,223 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,702,035 | 3,033,005 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $36,213,801 | 3,498,918 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||