Investor Rotation Out of Defense Sector Pressures Leonardo DRS (DRS)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Leonardo Drs Inc. (DRS)
Market is closed
Sector: Industrials
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 4,430,913 | $187,870,709 | +45% | 0.07% |
| 2. | Millennium Management Israel Englander | 1,183,856 | $50,515,136 | +374% | 0.02% |
| 3. | D E Shaw D. E. Shaw | 362,203 | $15,455,202 | -30% | 0.01% |
| 4. | Royce & Associates Chuck Royce | 322,611 | $13,765,811 | +15% | 0.11% |
| 5. | Citadel Investment Group Ken Griffin | 317,046 | $13,528,353 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.77 | 25,000 | $1,069,327.50 | 25,000 | 2026-05-19 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.01 | 7,471 | $276,501.71 | 29,271 | 2026-09-04 | Filing | |
| $37.18 | 20,317 | $755,386.06 | 35,143 | 2026-09-02 | Filing | |
| $45.81 | 3,864 | $177,009.84 | 23,581 | 2026-08-04 | Filing | |
| $45.37 | 3,865 | $175,355.05 | 27,445 | 2026-07-07 | Filing | |
| $45.67 | 36,471 | $1,665,630.57 | 122,435 | 2026-06-18 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,840 | $470,329 | 0.26% | |
| 2. | 11,152 | $408,498 | 0% | |
| 3. | 5,946 | $217,802 | 0.09% | |
| 4. | 1,899 | $69,560 | 0% | |
| 5. | 547 | $20,037 | 0% |
News See All
Leonardo DRS (DRS) Wins Korean Warship Contract. Can More Orders Follow?
Leonardo DRS, Inc. (NASDAQ:DRS) announced September 17 that it had signed a contract with Doosan Enerbility to supply electric propulsion for South Korea’s KDDX destroyer program.
Leonardo DRS (DRS) Gained from the E-Drive and Golden Dome Initiative
Madison Small Cap Fund, managed by Madison Funds, released its Q1 2026 investor letter. A copy of the letter is available to download here.
Leonardo DRS, Inc. (DRS) Unveils Tenum 640 Orbit Uncooled Thermal Drone Camera
Leonardo DRS, Inc. (NASDAQ:DRS) is among the 10 Best Performing Defense Stocks So Far in 2026. The stock has returned 32% year-to-date as of the close of business on May 22.
10 Best Performing Defense Stocks So Far in 2026
This article looks at the 10 Best Performing Defense Stocks So Far in 2026. Defense stocks have been pressured since the start of the Iran war, following robust returns over the past few years.
Leonardo DRS, Inc. (NASDAQ:DRS) Q1 2026 Earnings Call Transcript
Leonardo DRS, Inc. (NASDAQ:DRS) Q1 2026 Earnings Call Transcript May 5, 2026Leonardo DRS, Inc. beats earnings expectations. Reported EPS is $0.26, expectations were $0.21.
Is Leonardo DRS, Inc. (DRS) A Good Stock To Buy Now?
Is DRS a good stock to buy? We came across a bullish thesis on Leonardo DRS, Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on DRS.
Leonardo DRS, Inc. (NASDAQ:DRS) Q4 2025 Earnings Call Transcript
Leonardo DRS, Inc. (NASDAQ:DRS) Q4 2025 Earnings Call Transcript February 24, 2026Leonardo DRS, Inc. beats earnings expectations. Reported EPS is $0.3795, expectations were $0.37.
Analysts Project 27% Upside To Leonardo DRS, Inc. (DRS)
Leonardo DRS, Inc. (NASDAQ:DRS) is among the 10 best American defense stocks to buy according to Wall Street analysts.
10 Best American Defense Stocks to Buy According to Wall Street Analysts
This article looks at the 10 Best American Defense Stocks to Buy According to Wall Street Analysts.
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