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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $183.25 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $63.7 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 30.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Leonardo DRS, Inc. (DRS)
Major holders include Cliff Asness ($76.89 M), Steven Cohen ($29.64 M), Paul Tudor Jones ($14.02 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 4.11 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $63.7 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited DRS. The total reported sell value was $4.78 M.
Yes, 0 managers opened new positions in DRS, and 3 increased their existing holdings. The total reported buy value was $68.48 M.
