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Munro Partners’s Leonardo DRS DRS Stock Holding History

Munro Partners’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.6M Sell
506,570
-120,345
-19% -$5.35M 0.48% 42
2026
Q1 		$27.9M Buy
626,915
+298,820
+91% +$12.6M 0.95% 27
2025
Q4 		$11.2M Buy
328,095
+157,750
+93% +$5.82M 0.29% 41
2025
Q3 		$7.73M Buy
170,345
+71,590
+72% +$3.12M 0.21% 48
2025
Q2 		$4.59M Buy
98,755
+36,835
+59% +$1.48M 0.14% 46
2025
Q1 		$2.04M Buy
+61,920
New +$2.04M 0.1% 50

Other funds holding DRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Munro Partners's DRS Position: Q2 2026 in Review

Munro Partners reduced its Leonardo DRS (DRS) stake by 19% in Q2 2026, selling an estimated $5.35M and leaving 506,570 shares worth $21.6M. The position accounts for 0.48% of the portfolio, ranked #42.

Munro Partners first reported a position in DRS in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.9M in Q1 2026. 379 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • Munro Partners held 506,570 shares of Leonardo DRS worth $21.6M as of Q2 2026.
  • Munro Partners sold 120,345 Leonardo DRS shares in Q2 2026, an estimated $5.35M.
  • Leonardo DRS made up 0.48% of Munro Partners's portfolio in Q2 2026, its #42 holding.
  • Munro Partners first reported a position in Leonardo DRS in Q1 2025 and has held it in 6 quarters since.
  • Munro Partners's Leonardo DRS position peaked at $27.9M in Q1 2026.
  • 379 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.