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AADX Applied Aerospace & Defense

Industrials, filed as APPLIED AEROSPACE & DEFENSE (COMMON STOCK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 5 Owners
  • Max 0.6%
  • $66M
  • 5 new

In 2026 Q2, 5 managers opened positions.

Who owns this now

Largest portfolio weights among holders, up to 0.6% (Ryan Packard, Hiddenite Capital Partners). Not free-float ownership.

  1. Ryan Packard New 0.61%
  2. Ron Baron New 0.07%
  3. Davidson Kempner Capital Mana... New 0.06%
  4. George Soros New 0.03%

Who owns AADX

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.07% New 0.07% 2,173,823 $50M History
Ryan Packard, Hiddenite Capital Partners 0.61% New 0.61% 310,000 $7.1M History
Davidson Kempner Capital Management 0.06% New 0.06% 208,000 $4.7M History
First Eagle Investment Management <0.01% New <0.01% 125,000 $2.8M History
George Soros, Soros Fund Management 0.03% New 0.03% 100,000 $2.3M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AADX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AADX insider trades
  • $1.2M bought by 4 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Susan D Lynch Director
    Buy
    $160K 8,000 shares at $20.00 New stake
    Traded Jun 4 Filed Jun 4
  2. Jeffrey L. McRae CFO
    Buy
    $500K 25,000 shares at $20.00 New stake
    Traded Jun 4 Filed Jun 4
  3. Scott (nmn) Goldstein Director
    Buy
    $10K 500 shares at $20.00 +12% to stake
    Traded Jun 4 Filed Jun 4

Also filed in the last 12 months, not counted as buying or selling: 3 stock grants and 1 other transaction.

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
SCHEDULE 13G —
8-K 2.02,9.01
10-Q 10-Q - FY26 Q2
8-K 5.02,7.01,9.01
424B4
8-K 1.01,3.03,5.02,5.03,9.01
S-1/A
S-1

Financials

US-GAAP annual figures, as tagged in Form 10-K

Newly public, no 10-K financials yet. See the S-1/A.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Period archive