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Which funds own DCO

Ducommun Inc Del in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $156m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 3; at least, of 91 current
Combined value: $156m; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 1; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
GAMCO Investors Inc Activist · $11.1bn book	$79m	0.7%	427,832	+$24m-21,629	Trimmed
Moore Capital Management LP Macro · $6.7bn book	$44m	0.7%	238,844	opened238,844	New
First Eagle Investment Management LLC Value · $60.8bn book	$33m	0.1%	176,376	+$14m+22,600	Added

Ownership through time

At least 4 of the 95 managers whose filings are on file listed DCO in Q2 2026, against 1 in Q3 2013. 2 managers more than in Q1 2026: 1 started a position; 1 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Moore Capital Management LP$44m

Largest increases, by shares

Moore Capital Management LPnew: 238,844 shares+$44m
First Eagle Investment Management LLC153,776 to 176,376 shares+$4.2m

Largest decreases, by shares

GAMCO Investors Inc449,461 to 427,832 shares-$4.0m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
GAMCO Investors Inc	Q4 2016	$79m	$79m
Moore Capital Management LP	Q2 2026	$44m	$44m
First Eagle Investment Management LLC	Q2 2021	$33m	$33m
ExodusPoint Capital Management LP	Q2 2026	$5.5m	$5.5m
Acadian Asset Management LLC	Q3 2013	$12m	last listed Q3 2017
Tudor Investment Corp	Q4 2019	$1.1m	last listed Q4 2019
PDT Partners LLC	Q4 2023	$211k	last listed Q4 2023

What DCO is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around DCO →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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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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The holdings, every quarter, and the week between

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