Dan Polen - Polen Capital Management
Holding/activity history for Kratos Defense & Security Solutions, Inc. (KTOS)
← All KTOS superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 29,265 | 0.01 | Add 48.58% | <0.01 | $64.37–134.00 · VW $90.22i | $2,063,475 | SEC |
| 2025 Q4 | 19,697 | 0.01 | Reduce 16.96% | <0.01 | $64.80–112.57 · VW $85.23i | $1,495,199 | SEC |
| 2025 Q3 | 23,719 | 0.01 | Reduce 31.31% | <0.01 | $41.87–91.87 · VW $66.89i | $2,167,205 | SEC |
| 2025 Q2 | 34,531 | <0.01 | Buy | <0.01 | $25.78–47.09 · VW $38.89i | $1,603,965 | SEC |
Price snapshot:
Current price$46.96
Avg. buy price$54.32
+/- since buy-13.54%
52-week low$46.01
52-week high$134.00