SEC 13F Intelligence

Hood River Capital Management LLC / KTOS

Hood River Capital Management LLC’s Kratos Defense & Sec Solutio Position

Does Hood River Capital Management LLC own Kratos Defense & Sec Solutio (KTOS)? Yes — 2.71M shares worth $191M (+1.92% of its 13F portfolio) as of Q1 2026, down from 2.75M shares the prior filed quarter.

Position Value
$191M
Q1 2026
Shares
2.71M
% of Portfolio
+1.92%
Quarters Held
26
currently held

Position History KTOS

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $35MQ3 ’19: $32MQ4 ’19: $30MQ1 ’20: $23MQ1 ’20Q2 ’20: $30MQ3 ’20: $33MQ4 ’20: $48MQ1 ’21: $39MQ1 ’21Q2 ’21: $47MQ3 ’21: $32MQ4 ’21: $27MQ1 ’22: $30MQ1 ’22Q2 ’22: $21MQ3 ’22: $16MQ3 ’23: $11MQ4 ’23: $25MQ4 ’23Q1 ’24: $47MQ2 ’24: $54MQ3 ’24: $73MQ4 ’24: $63MQ4 ’24Q1 ’25: $72MQ2 ’25: $128MQ3 ’25: $246MQ4 ’25: $208MQ4 ’25Q1 ’26: $191Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.71M$191M+1.92%
Q4 20252.75M$208M+2.28%
Q3 20252.69M$246M+2.91%
Q2 20252.76M$128M+1.79%
Q1 20252.43M$72M+1.23%
Q4 20242.37M$63M+0.92%
Q3 20243.11M$73M+1.17%
Q2 20242.70M$54M+1.12%
Q1 20242.56M$47M+1.05%
Q4 20231.23M$25M+0.68%
Q3 2023738.4K$11M+0.36%
Q3 20221.55M$16M+0.60%
Q2 20221.53M$21M+0.84%
Q1 20221.44M$30M+0.98%
Q4 20211.41M$27M+0.82%
Q3 20211.43M$32M+0.99%
Q2 20211.66M$47M+1.40%
Q1 20211.44M$39M+1.26%
Q4 20201.76M$48M+1.60%
Q3 20201.72M$33M+1.44%
Q2 20201.90M$30M+1.33%
Q1 20201.67M$23M+1.32%
Q4 20191.64M$30M+1.28%
Q3 20191.74M$32M+1.66%
Q2 20191.55M$35M+1.66%
Q1 2019174.9K$3M+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hood River Capital Management LLC’s full portfolio or all institutional holders of KTOS.