Ownership history in MACQUARIE GROUP LTD Β· 33 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in KRATOS DEFENSE & SEC SOLUTIO (KTOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACQUARIE GROUP LTD outperformed the S&P 500 by +74.5% annually on this KTOS position. Timing score: 42% (13/31 decisions correct). Average cost basis: $38.22. Maximum drawdown during holding period: β64.3%.
π₯ Exceptional β beat the S&P 500 by 74.5% per year on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 31 add/trim decisions correct
Best entry: $10.16 (2022 Q3) Β· Worst: $91.37 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
18 adds Β· 15 trims. Bought during 6 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size