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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $195.49 M.
Top institutional holders include Cliff Asness and Chuck Royce.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $55 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 44.1%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 56.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Leonardo DRS, Inc. (DRS)
Major holders include Cliff Asness ($187.87 M), Chuck Royce ($13.77 M), Joel Greenblatt ($7.4 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 5.01 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $55 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited DRS. The total reported sell value was $4.68 M.
Yes, 0 managers opened new positions in DRS, and 3 increased their existing holdings. The total reported buy value was $59.68 M.