The Tip Desk

KRATOS DEFENSE & SEC SOLUTIO holding history

As of Nov. 6, 2026 (UTC)

← POLEN CAPITAL MANAGEMENT LLC portfolio · COM NEW · CUSIP 50077B207 · SH

Quarter-end history; absent and withheld figures are not zero
June 30, 202534,531$1,603,9650.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2025
Sept. 30, 202523,719$2,167,2050.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewNov. 12, 2025
Dec. 31, 202519,697$1,495,1990.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewFeb. 12, 2026
March 31, 202629,265$2,063,4750.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewMay 14, 2026
June 30, 2026Absent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 4, 2026

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Schedule 13G disclosures

No verified related disclosures are included in this freeze.

About reported holdings

13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.