Hood River Capital Management’s Karman Holdings KRMN Stock Holding History

Hood River Capital Management’s Portfolio KRMN Stock Details KRMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.6M	Buy	1,915,993 +627,209	+49%	+$40.5M	0.69%	46
2026 Q1	$103M	Sell	1,288,784 -4,651	-0.4%	-$449K	1.03%	26
2025 Q4	$94.6M	Buy	1,293,435 +605,230	+88%	+$43.8M	1.04%	34
2025 Q3	$49.7M	Sell	688,205 -42,197	-6%	-$2.31M	0.59%	62
2025 Q2	$36.8M	Buy	+730,402	New	+$29.4M	0.51%	68

Other funds holding KRMN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

GGH

GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

Hood River Capital Management's KRMN Position: Q2 2026 in Review

Hood River Capital Management increased its Karman Holdings (KRMN) stake by 49% in Q2 2026, buying an estimated $40.5M and bringing the position to 1,915,993 shares worth $95.6M. The position accounts for 0.69% of the portfolio, ranked #46.

Hood River Capital Management first reported a position in KRMN in Q2 2025 and has held it in 5 quarters since. The position peaked at $103M in Q1 2026. 358 funds tracked by Wall St. Rank hold KRMN as of Q2 2026.

Hood River Capital Management held 1,915,993 shares of Karman Holdings worth $95.6M as of Q2 2026.
Hood River Capital Management bought 627,209 Karman Holdings shares in Q2 2026, an estimated $40.5M.
Karman Holdings made up 0.69% of Hood River Capital Management's portfolio in Q2 2026, its #46 holding.
Hood River Capital Management first reported a position in Karman Holdings in Q2 2025 and has held it in 5 quarters since.
Hood River Capital Management's Karman Holdings position peaked at $103M in Q1 2026.
358 funds tracked by Wall St. Rank held Karman Holdings as of Q2 2026.

Based on Hood River Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.