Aerostructures and electronics for aerospace/defense
Sector: defensecomponents
Conviction from: Citrini
2 tracked filer(s) hold this · 2 opened, 0 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 56 — mean of 2 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-03-10 | SCHEDULE 13D/A | GAMCO INVESTORS, INC. ET AL | 3.2% | Med | filing |
1 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #129 — Missile Restocking: The Bottleneck Moves to the Battlefield | 2026-08-12 | LONG |
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | LONG |