Sector: defense
Conviction from: NASDAQS&PCitrini
52-week range: 149.19266.62
5 tracked filer(s) hold this · 5 opened, 0 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 51 — mean of 5 scored holder(s) · buyers (new/add) avg 51. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Engine Capital | 53 | New buy | 120,000 | $26,529,600 | 2.6% |
| Ancora | 40 | New buy | 105,618 | $23,349,917 | 0.4% |
| George Soros / Soros Fund Mgmt | 33 | New buy | 162,940 | $36,022,775 | 0.4% |
| Louis Bacon / Moore | 53 | New buy | 6,249 | $1,381,529 | 0.0% |
| Steve Cohen / Point72 | 76 | New buy | 49,150 | $10,866,082 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-09-03 | ARNOLD CRAIG | director | 6,400 | $998,400 | Form 4 |
1 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-08-19 | Kevin Hern OK01 | SELL | $15,001 - $50,000 | PTR |
2 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #129 — Missile Restocking: The Bottleneck Moves to the Battlefield | 2026-08-12 | LONG |