Redwire Corporation (RDW): A Bull Case Theory
We came across a bullish thesis on Redwire Corporation on Guardian Research’s Substack. In this article, we will summarize the bulls’ thesis on RDW.
Redwire Corp (RDW)
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. | Citadel Investment Group Ken Griffin | 2,208,164 | $16,782,046 | +36% | 0% |
| 2. | 1,021,000 | $7,759,600 | +116% | 0% | |
| 3. | Alyeska Investment Group Anand Parekh | 772,201 | $5,868,728 | 0.02% | |
| 4. | 717,600 | $5,453,760 | -27% | 0% | |
| 5. | Science & Technology Partners Erika Klauer | 406,767 | $3,091,429 | 0.86% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.45 | 0 | $1.30 | 88,704 | 2025-11-14 | Filing | |
| $5.45 | 18,410 | $100,335.57 | 88,704 | 2025-11-14 | Filing | |
| $5.46 | 5,500 | $30,029.45 | 107,441 | 2025-11-14 | Filing | |
| $5.71 | 8,750 | $49,961.63 | 535,478 | 2025-11-13 | Filing | |
| $6.10 | 4,098 | $25,000.00 | 70,293 | 2025-11-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.01 | 49,985 | $500,349.85 | 45,094,000 | 2026-02-10 | Filing | |
| $10.10 | 1,385,507 | $13,993,620.70 | 45,143,985 | 2026-02-09 | Filing | |
| $11.18 | 11,761 | $131,487.98 | 46,529,492 | 2026-02-04 | Filing | |
| $11.18 | 3,357,142 | $37,532,847.56 | 46,541,253 | 2026-02-03 | Filing | |
| $11.12 | 1,312,126 | $14,590,841.12 | 49,898,395 | 2026-02-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 91,598,704 | $696,150,150 | 43.34% | |
| 2. | 5,958,075 | $45,281,372 | 0% | |
| 3. | 4,708,600 | $35,785,360 | 0% | |
| 4. | 4,490,385 | $34,126,926 | 0% | |
| 5. | 3,225,062 | $24,510,472 | 0.02% |
News See All
Redwire (RDW) Soars 30% on Defense Contract Award
Redwire soared by 29.56 percent on Tuesday to finish at $14.20 apiece following news that it clinched a new contract from the Missile Defense Agency (MDA) under its $151 billion defense program called...
Redwire (RDW) Loses 12.5% After 5-Month High
Last Friday, the stock climbed to as high as $13.74—a level it last touched in August 2025—as investors took heart from President Donald Trump’s announcement of progress in the US government’s...
Redwire (RDW) Climbs 17% on Bargain-Hunting
Redwire saw its share prices jump by 17.45 percent on Thursday to close at $11.98 apiece as investors resorted to bargain-hunting following a two-day drop, supported by a broader market optimism after...
KeyBanc Notes Redwire’s (RDW) Shift to Multi-Domain Defense Following Transformative Edge Autonomy Deal
Redwire Corporation (NYSE:RDW) is one of the best emerging technology stocks to invest in.
12 Best Emerging Technology Stocks to Invest In
On December 24, Kevin Simpson of Capital Wealth Planning joined 'Closing Bell' on CNBC to talk about AI tailwinds and the diverging tech picture.
Transition Towards Defense Technology Driving Up Sentiment for Redwire (RDW)
As of December 22, the consensus ratings indicate a bullish stance towards Redwire Corporation (NYSE:RDW).
11 Most Promising Small-Cap Industrial Stocks Under $50
Rising global defense spending, large-scale infrastructure investments, increased manufacturing activity, and AI-driven demand for data centers are among the trends that drove the industrial sector in...
Redwire Corporation (RDW) Poised for Growth on Defense Business Model Transition: Cannaccord Genuity
Redwire Corporation (NYSE:RDW) is one of the best aerospace and defense stocks to buy according to Wall Street analysts.
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Volatile geopolitical times present some of the best investment opportunities in the aerospace and defense industry.
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