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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Munro Partners's DRS Position: Q1 2026 in Review

Munro Partners increased its Leonardo DRS (DRS) stake by 91% in Q1 2026, buying an estimated $12.6M and bringing the position to 626,915 shares worth $27.9M. The position accounts for 0.95% of the portfolio, ranked #27.

Munro Partners first reported a position in DRS in Q1 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold DRS as of Q1 2026.

  • Munro Partners held 626,915 shares of Leonardo DRS worth $27.9M as of Q1 2026.
  • Munro Partners bought 298,820 Leonardo DRS shares in Q1 2026, an estimated $12.6M.
  • Leonardo DRS made up 0.95% of Munro Partners's portfolio in Q1 2026, its #27 holding.
  • Munro Partners first reported a position in Leonardo DRS in Q1 2025 and has held it in 5 quarters since.
  • 339 funds tracked by Wall St. Rank held Leonardo DRS as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.