Karman Holdings Inc (KRMN) 13F Positioning & Ownership Changes (Q2 2026)

KRMN ranks #1705 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

KRMN is a top-conviction position for KHIS Custodian LP — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in KRMN belongs to FMR LLC, but the position matters far more to KHIS Custodian LP, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Goldman Sachs Group Inc has added to its KRMN position for two straight quarters, increasing it by $89.4M to reach $107.9M today.

Bamco Inc /ny/ has trimmed its KRMN position for two straight quarters, cutting it by $67.6M while still holding $72.4M.

KRMN is down 1.7% today, but institutions show net buying of $1.0B this quarter — a divergence between today's price move and the underlying institutional flow.

KRMN posted net income of $37.2M over the trailing twelve months, and currently trades at a P/E of 172.2.

• Profitable — net income of $37.2M over the trailing twelve months
• Revenue grew 50.2% year over year
• Net income improved year over year, from $8.0M to $37.2M
• Operating cash flow was negative, using $22.1M in cash
• Current ratio of 3.29x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.65x equity — within a conventional range