KRMN in the 13F filings

Karman HLDGS Inc · CUSIP 485924104

Sector · Industrials Theme · Aerospace and defence

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Quarter end: 31 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 22 Jan 2026
Managers listing it: 19; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 7 listed it in both
Shares listed: 15,867,472; combined, among listed positions
Reported value: $1.2bn; combined, at the quarter end

Among the 92 comparable managers: 8 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,576,403.

Managers listing KRMN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

19 of 19 holders

				Action		Filing
Fidelity (FMR LLC)	5,851,345	$428m	under 0.1%	Added	+28,207	17 Feb 2026 (the filing on sec.gov)
Invesco Ltd	4,088,649	$299m	under 0.1%	Added	+877,462	19 Feb 2026 (the filing on sec.gov)
Capital World Investors	2,037,947	$149m	under 0.1%	Trimmed	-315,333	11 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,887,736	$138m	under 0.1%	Trimmed	-313,580	17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	903,117	$66m	under 0.1%	Trimmed	-442,556	17 Feb 2026 (the filing on sec.gov)
MFS Investment Management	365,396	$27m	under 0.1%	Added	+20,681	22 Jan 2026 (the filing on sec.gov)
Woodline Partners LP	170,779	$12m	under 0.1%	Held	0	17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC	163,954	$12m	under 0.1%	Trimmed	-94,198	13 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP	85,323	$6.2m	under 0.1%	Trimmed	-196,561	17 Feb 2026 (the filing on sec.gov)
Discovery Capital Management LLC	75,000	$5.5m	0.30%	New	new	17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC	74,091	$5.4m	under 0.1%	Trimmed	-95,223	17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	62,149	$4.5m	under 0.1%	New	new	27 Oct 2026 (the filing on sec.gov)
Walleye Capital LLC	34,672	$2.5m	under 0.1%	Trimmed	-361,712	13 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	22,700	$1.7m	under 0.1%	Held	0	17 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	15,976	$1.2m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.	11,429	$836k	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC	9,543	$698k	under 0.1%	Trimmed	-354,737	13 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC	6,455	$472k	under 0.1%	New	new	12 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP	1,211	$89k	under 0.1%	Trimmed	-74,703	10 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Invesco Ltdexisting position · 4,088,649 shares now+877,462
Discovery Capital Management LLCnew position · 75,000 shares now+75,000
Neuberger Berman Group LLCnew position · 62,149 shares now+62,149
Fidelity (FMR LLC)existing position · 5,851,345 shares now+28,207
MFS Investment Managementexisting position · 365,396 shares now+20,681

Reductions

AllianceBernstein LPexisting position · 903,117 shares now-442,556
Walleye Capital LLCexisting position · 34,672 shares now-361,712
Soros Fund Management LLCexisting position · 9,543 shares now-354,737
Capital World Investorsexisting position · 2,037,947 shares now-315,333
T. Rowe Price Associates Incexisting position · 1,887,736 shares now-313,580

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (11)

Millennium Management LLCwas $50m
Renaissance Technologies LLCwas $25m
Voloridge Investment Management LLCwas $11m
Winton Group Ltdwas $5.5m
Two Sigma Advisers LPwas $4.3m
Balyasny Asset Management LLCwas $3.6m
Susquehanna International Group LLPwas $972k
Schonfeld Strategic Advisors LLCwas $902k
Marshall Wace LLPwas $727k
Jane Street Group LLCwas $573k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

10 in Q1 2025 to 7 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

KRMN and RTX →KRMN and BA →KRMN and TDG →Choose a stock to compare with KRMN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own KRMN, latest filings →Back to the 13F Explorer →

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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

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Quarter	Holders	Reported value	Buyers	Sellers
Q1 2025	10	$192m	10	0
Q2 2025	6	$183m	5	6
Q3 2025	8	$364m	4	3
Q4 2025	6	$180m	8	20
Q1 2026	8	$1.2bn	21	10
Q2 2026	7	$174m	22	11