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KTOSD —
KRATOS DEFENSE & SEC SOLUTIO
CUSIP: 50077B207 · Held by 4 superinvestors · Combined value: $118,994,921
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $99,464,949 | 1,310,301 | REDUCE | -774,695 |
| 2 | First Eagle Investment Mgmt | 0.0% | $10,100,812 | 133,063 | REDUCE | -37,000 |
| 3 | Ray Dalio | 0.0% | $7,933,961 | 104,518 | ADD | +41,897 |
| 4 | Polen Capital | 0.0% | $1,495,199 | 19,697 | REDUCE | -4,022 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | ADD | +41,897 | +66.9% |
| First Eagle Investment Mgmt | REDUCE | -37,000 | -21.8% |
| Ken Griffin | REDUCE | -774,695 | -37.2% |
| Polen Capital | REDUCE | -4,022 | -17.0% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +62,621 | New |
| First Eagle Investment Mgmt | REDUCE | -111,000 | -39.5% |
| Ken Griffin | REDUCE | -542,695 | -20.7% |
| Polen Capital | REDUCE | -10,812 | -31.3% |
Who Owns KTOSD? Superinvestor Holdings
KRATOS DEFENSE & SEC SOLUTIO is held by 4 tracked superinvestors, with a combined position value of $119 million . The largest positions are held by Ken Griffin (0.0% of portfolio), First Eagle Investment Mgmt (0.0% of portfolio), Ray Dalio (0.0% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 3 reduced or exited.