KTOS fund manager activity
KRATOS DEFENSE & SECURITY · US. Reported by 5 tracked fund managers in their 13F filings, Q4 2018 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 1,209,773 | $91,833,868 | 0.25% | Feb 17, 2026 |
| First Eagle Investment Management | Trimmed | 133,063 | $10,100,812 | 0.02% | Feb 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Polen Capital Management | Trimmed | 19,697 | $1,495,199 | 0.01% | Feb 12, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 1,932,889 | $176,608,068 | 0.47% | Nov 14, 2025 |
| First Eagle Investment Management | Trimmed | 170,063 | $15,538,656 | 0.03% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | New | 3,360 | $307,003 | 0.00% | Nov 14, 2025 |
| Polen Capital Management | Trimmed | 23,719 | $2,167,205 | 0.01% | Nov 12, 2025 |
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