SEC 13F Intelligence

Amova Asset Management Americas, Inc. / KTOS

Amova Asset Management Americas, Inc.’s Kratos Defense & Sec Solutio Position

Does Amova Asset Management Americas, Inc. own Kratos Defense & Sec Solutio (KTOS)? Yes — 1.14M shares worth $81M (+1.14% of its 13F portfolio) as of Q1 2026, down from 1.28M shares the prior filed quarter.

Position Value
$81M
Q1 2026
Shares
1.14M
% of Portfolio
+1.14%
Quarters Held
30
currently held

Position History KTOS

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $12MQ2 ’20: $9MQ3 ’20: $13MQ4 ’20: $21MQ4 ’20Q1 ’21: $36MQ2 ’21: $72MQ3 ’21: $83MQ4 ’21: $77MQ4 ’21Q1 ’22: $90MQ2 ’22: $63MQ3 ’22: $51MQ4 ’22: $52MQ4 ’22Q1 ’23: $63MQ2 ’23: $64MQ3 ’23: $53MQ4 ’23: $63MQ4 ’23Q1 ’24: $57MQ2 ’24: $52MQ3 ’24: $55MQ4 ’24: $52MQ4 ’24Q1 ’25: $53MQ2 ’25: $97MQ3 ’25: $134MQ4 ’25: $97MQ4 ’25Q1 ’26: $81Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.14M$81M+1.14%
Q4 20251.28M$97M+1.12%
Q3 20251.47M$134M+1.30%
Q2 20252.08M$97M+0.96%
Q1 20251.78M$53M+0.68%
Q4 20241.99M$52M+0.57%
Q3 20242.36M$55M+0.62%
Q2 20242.59M$52M+0.60%
Q1 20243.11M$57M+0.57%
Q4 20233.11M$63M+0.61%
Q3 20233.53M$53M+0.63%
Q2 20234.46M$64M+0.67%
Q1 20234.75M$63M+0.73%
Q4 20225.04M$52M+0.75%
Q3 20224.98M$51M+0.65%
Q2 20224.66M$63M+0.78%
Q1 20224.43M$90M+0.66%
Q4 20213.99M$77M+0.41%
Q3 20213.76M$83M+0.36%
Q2 20212.51M$72M+0.28%
Q1 20211.33M$36M+0.18%
Q4 2020777.5K$21M+0.12%
Q3 2020700.6K$13M+0.12%
Q2 2020618.4K$9M+0.12%
Q1 2020874.3K$12M+0.11%
Q4 2019426.9K$8M+0.12%
Q3 2019436.4K$8M+0.14%
Q2 2019333.8K$8M+0.15%
Q1 2019470.3K$7M+0.19%
Q4 2018465.8K$7M+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amova Asset Management Americas, Inc.’s full portfolio or all institutional holders of KTOS.