Guru Ownership Trend
Guru Analysis for Leonardo DRS, Inc. (DRS)
Leonardo DRS, Inc. (DRS), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $165.97 M.
Top institutional holders include Cliff Asness and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.57 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 26.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Leonardo DRS, Inc. (DRS)
Major holders include Cliff Asness ($136.08 M), Chuck Royce ($12.58 M), Renaissance Technologies (RenTech) ($8.64 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.71 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.57 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited DRS. The total reported sell value was $47.46 M.
Yes, 0 managers opened new positions in DRS, and 2 increased their existing holdings. The total reported buy value was $42.89 M.