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KRMN Karman Holdings Inc.

Industrials, filed as KARMAN HLDGS INC (COMMON STOCK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.1%
  • $72M
  • 1 add 1 exit

In 2026 Q2 Ron Baron added to Karman, while Polen Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Add 0.11%

Who owns KRMN

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

History
Ron Baron, Bamco Inc. (Baron Capital) 0.11% Add +13.4% 1,450,878 $72M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 0.02% Exit −0.02% 44,066 $3.5M History

1 current, 1 exited last period, options excluded

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

Insider trades

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

All KRMN insider trades
  • $1M bought by 3 insiders
  • None no sales outside a trading plan
  • $41.2M sold by 5 insiders under 10b5-1 plans
  1. David Stinnett Director
    Buy
    $1M 27,000 shares at $37.32 +0.8% to stake
    Traded Sep 16 Filed Sep 18
    ↗
  2. Mary D Petryszyn Director
    Buy
    $19K 500 shares at $37.44 +21% to stake
    Traded Sep 16 Filed Sep 18
    ↗
  3. Stephen Twitty Director
    Buy
    $10K 275 shares at $36.79 +12% to stake
    Traded Sep 16 Filed Sep 18
    ↗
  4. Anthony Koblinski CEO
    Planned sale
    $5.2M 75,000 shares at $69.31 3.1% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗
  5. Anthony Koblinski CEO
    Planned sale
    $5M 75,000 shares at $66.51 3% of stake
    Traded Dec 5, 2025 Filed Dec 8, 2025
    ↗
  6. Anthony Koblinski CEO
    Planned sale
    $5.1M 75,000 shares at $67.40 3% of stake
    Traded Nov 28, 2025 Filed Dec 1, 2025
    ↗
  7. Anthony Koblinski CEO
    Planned sale
    $4.4M 75,000 shares at $58.48 2.9% of stake
    Traded Nov 21, 2025 Filed Nov 24, 2025
    ↗
  8. Michael Willis CFO
    Planned sale
    $6.7M 115,000 shares at $58.63 12% of stake
    Traded Nov 17, 2025 Filed Nov 18, 2025
    ↗
  9. Jonathan Beaudoin COO
    Planned sale
    $4.7M 74,000 shares at $63.69 10% of stake
    Traded Nov 13, 2025 Filed Nov 14, 2025
    ↗
  10. Stephanie Sawhill Chief Growth Officer
    Planned sale
    $4M 62,000 shares at $63.93 11% of stake
    Traded Nov 13, 2025 Filed Nov 14, 2025
    ↗
  11. Brian Raduenz Director
    Planned sale
    $6.1M 90,000 shares at $68.00 26% of stake
    Traded Nov 12, 2025 Filed Nov 13, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 13 stock grants.

SEC filings

Recent issuer filings from EDGAR, 23 shown.

Filed Form Detail Links
SCHEDULE 13G — Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 1.01,2.03,7.01,8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 4.01,9.01 Filing Doc
8-K 1.01,7.01,8.01,9.01 Filing Doc
424B7 Filing Doc
424B7 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07 Filing Doc
DEF 14A Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2024 FY2025
Revenue $345.25M $471.5M
Gross profit $132.11M $190.03M
Gross margin * 38.3% 40.3%
Net income $12.7M $17.37M
Net margin * 3.7% 3.7%

Balance sheet

Metric FY2024 FY2025
Total current assets $201.71M $291.4M
Total non-current assets * $572.25M $812.69M
Total assets $0.774B $1.1B
Total current liabilities $114.61M $88.67M
Total non-current liabilities $463.36M $632.74M
Total equity — $382.69M

Cash flow

Metric FY2024 FY2025
Cash from operations $26.65M -$22.12M
Cash from investing -$46.24M -$238.27M
Cash from financing $25.67M $282.82M
Net change in cash $6.08M $22.43M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

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