10 Best Aerospace and Defense Stocks to Invest In Right Now
On January 24, Tony Bancroft, Portfolio Manager at Gabelli Funds, appeared in an interview with Yahoo Finance to discuss the outlook for aerospace and defense stocks in 2026.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 800,173 | $234,906,788 | -29% | 1.2% |
| 2. | Balyasny Asset Management Dmitry Balyasny | 762,500 | $223,847,125 | -31% | 0.28% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 688,772 | $202,202,796 | +4% | 0.12% |
| 4. | Yacktman Asset Management Donald Yacktman | 408,227 | $119,843,200 | -3% | 1.68% |
| 5. | Two Sigma Advisors John Overdeck And David Siegel | 354,180 | $103,976,623 | -36% | 0.2% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $213.39 | 1,250 | $266,737.50 | 2,793 | 2024-03-15 | Filing | |
| $215.35 | 1,250 | $269,187.50 | 1,543 | 2024-03-14 | Filing | |
| $191.45 | 161 | $30,823.45 | 199 | 2020-04-23 | Filing | |
| $161.37 | 16 | $2,581.92 | 281 | 2020-03-17 | Filing | |
| $211.66 | 10 | $2,116.60 | 265 | 2020-01-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $338.85 | 4,840 | $1,640,034.00 | 5,916 | 2026-02-05 | Filing | |
| $301.05 | 14,171 | $4,266,179.55 | 144,426 | 2025-11-13 | Filing | |
| $279.90 | 83,000 | $23,231,700.00 | 145,578 | 2025-09-12 | Filing | |
| $269.52 | 40,138 | $10,817,993.76 | 145,578 | 2025-08-11 | Filing | |
| $271.14 | 72,000 | $19,522,080.00 | 145,578 | 2025-07-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 23,410,806 | $6,872,710,317 | 0.1% | |
| 2. | 17,372,443 | $5,100,028,077 | 0.09% | |
| 3. | 11,645,419 | $3,418,747,496 | 0.46% | |
| 4. | 8,919,368 | $2,618,458,864 | 0.09% | |
| 5. | 5,146,713 | $1,505,443,562 | 0.09% |