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NYSE · Industrials

KARMAN HLDGS INC KRMN

Karman Holdings Inc., through its subsidiary, engages in designing, testing, manufacturing, and sale of mission-critical systems in the United States. The company offers payload protection and deployment systems, aerodynamic interstage systems, and propulsion systems.

Sources StockAnalysis company profile stockanalysis.com
Military/Government/Technical

Company profile

Business mix

  • The company offers payload protection and deployment systems, aerodynamic interstage systems, and propulsion systems.
  • It serves its products to hypersonics and strategic missile defense, tactical missile and integrated defense systems, and space and launch markets.
  • The company was incorporated in 2020 and is headquartered in Huntington Beach, California. Karman Holdings Inc. operates as a subsidiary of TCFIII Spaceco SPV LP.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 219.72 FCF -0.47% Buyback 16.24%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.3% $102.4M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $698,261 Estimated from net added shares
Reduction amount $89.8M Estimated from net reduced shares
Net share change / base shares -46.3% -1,112,012 / 2,400,648
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 0.6% 13F value change +$41.4M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.8% 13F value change +$49.6M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -19.3% 13F value change -$31.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -33.2% 13F value change -$37.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,400,648 Last 4 periods -1,121,555 (-46.7%) Total shares 1,279,093 Value $102.4M
Soros Fund Management George Soros 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$14.7M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 5.9% 13F value change +$8.7M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -21.5% 13F value change +$2.9M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -97.4% 13F value change -$25.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 0 Last 4 periods +9,543 (New) Total shares 9,543 Value $698,261
Dragoneer Investment Group Marc Stad 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$30.1M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$30.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$19.2M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$19.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.