Ticker · CUSIP 52661A108

DRS

LEONARDO DRS INC

Industrials·Aerospace & Defense

···Share

Holders (tracked)

Combined shares

11,141,397

Combined value

$379.81M

Last close

$44.57

Quarter

2025Q4

Price is +30.7% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$44.57+8.43 (+23.34%)H $48.12 · L $32.49 · Avg Vol 1.2M

Congress buyPosition opened

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

23 events

Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+411,278 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−36,999 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+920,231 shares · 2025Q4
Position
Two Sigma Investments exited2026-02-17
−25,156 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+111,612 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+835,527 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−470,807 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−3,120 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+981,956 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) exited2026-02-13
−10,459 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−116,600 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+1,099,462 shares · 2025Q4
Position
Steve Cohen (Point72) trimmed2025-11-14
−7,968 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−22,609 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−7,893 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+1,070,870 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+1,071,708 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+2,124,482 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−140,384 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+124,794 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−953,879 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+10,459 shares · 2025Q3
Position
First Eagle Investment Management exited2025-11-12
−84,685 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for DRS →

Follow-the-investor returns

If you'd copied each holder of DRS…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Wellington Management	2022Q4	$16.50	+170.1%	$34.5M
Norges Bank (Norway SWF)	2023Q4	$27.66	+61.1%	$49.0M
Steve Cohen (Point72)	2022Q4	$33.95	+31.3%	$38.7M
Paul Tudor Jones (Tudor Investment)	2025Q1	$34.08	+30.8%	$521K
Paul Tudor Jones (Tudor Investment)	2025Q1	$34.08	+30.8%	$521K
D.E. Shaw & Co.	2024Q4	$35.37	+26.0%	$46.5M
Ken Griffin (Citadel Advisors)	2022Q4	$35.50	+25.6%	$4.6M
Ken Griffin (Citadel Advisors)	2022Q4	$35.50	+25.6%	$4.6M
Ken Griffin (Citadel Advisors)	2022Q4	$35.50	+25.6%	$4.6M
AQR Capital Management	2023Q2	$38.27	+16.5%	$100.5M
Renaissance Technologies	2022Q4	$39.30	+13.4%	$11.8M
T. Rowe Price	2023Q2	$40.77	+9.3%	$93.6M
Izzy Englander (Millennium Mgmt)	2022Q4	$41.48	+7.4%	$84.1M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+1,099,462
$37.5M
Paul Tudor Jones (Tudor Investment)
+411,278
$14.0M

Added to4

AQR Capital Management
+981,956
$33.5M
D.E. Shaw & Co.
+920,231
$31.4M
Steve Cohen (Point72)
+835,527
$28.5M
Izzy Englander (Millennium Mgmt)
+111,612
$3.8M

Trimmed4

Renaissance Technologies
−116,600
$4.0M
Ken Griffin (Citadel Advisors)
−36,999
$1.3M
Wellington Management
−3,120
$106K
T. Rowe Price
−470,807
$16K

Exited2

Two Sigma Investments
−25,156
$1.1M
Ray Dalio (Bridgewater Associates)
−10,459
$475K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q4	9	1,860,109	$23.8M	—
2023Q1	9	5,611,027	$72.8M	—
2023Q2	8	9,311,702	$161.5M	-1
2023Q3	8	6,997,827	$116.9M	—
2023Q4	10	11,842,794	$237.3M	+2
2024Q1	12	11,133,338	$245.9M	+2
2024Q2	11	11,226,440	$286.4M	-1
2024Q3	12	5,137,486	$145.0M	+1
2024Q4	12	2,836,821	$91.7M	—
2025Q1	12	2,897,736	$95.3M	—
2025Q2	14	4,089,160	$190.1M	+2
2025Q3	12	7,529,972	$340.0M	-2
2025Q4	13	11,141,397	$379.8M	+1

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-02-02	Julia Letlow	Buy	$1K – $15K	PDF ↗

Who owns DRS

13 super-investors · 2025Q4

Tracked stake

11.14M

Combined value

$380M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added4Trim6

#	Manager	Shares	Value	% of book	Last action
1	AQR Capital Management	2.26M	$77M	0.0%	Added+982.0K
2	T. Rowe Price	2.10M	$72M	0.0%	Trim−470.8K
3	Izzy Englander Millennium Mgmt	1.89M	$64M	0.0%	Added+111.6K
4	Norges Bank Norway SWF	1.10M	$37M	0.0%	New+1.10M
5	D.E. Shaw & Co.	1.04M	$36M	0.0%	Added+920.2K
6	Steve Cohen Point72	869.4K	$30M	0.0%	Added+835.5K
7	Wellington Management	773.8K	$26M	0.0%	Trim−3.1K
8	Paul Tudor Jones Tudor Investment	411.3K	$14M	0.0%	New+411.3K
9	Ken Griffin Citadel Advisors	273.9K	$9M	0.0%	Trim−37.0K
10	Renaissance Technologies	265.4K	$9M	0.0%	Trim−116.6K
11	Ken Griffin Citadel Advisors	102.8K	$4M	0.0%	Trim−37.0K
12	Ken Griffin Citadel Advisors	46.3K	$2M	0.0%	Trim−37.0K
13	Paul Tudor Jones Tudor Investment	11.7K	$399K	0.0%	New+411.3K

Recent moves

20 transactions

ADDIzzy Englander (Millennium Mgmt)
+111,612 · 2025Q4
ADDAQR Capital Management
+981,956 · 2025Q4
TRIMWellington Management
−3,120 · 2025Q4
ADDSteve Cohen (Point72)
+835,527 · 2025Q4
ADDD.E. Shaw & Co.
+920,231 · 2025Q4
TRIMT. Rowe Price
−470,807 · 2025Q4
SOLDTwo Sigma Investments
−25,156 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+411,278 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−36,999 · 2025Q4
SOLDRay Dalio (Bridgewater Associates)
−10,459 · 2025Q4
TRIMRenaissance Technologies
−116,600 · 2025Q4
NEWNorges Bank (Norway SWF)
+1,099,462 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+1,071,708 · 2025Q3
ADDAQR Capital Management
+1,070,870 · 2025Q3
TRIMSteve Cohen (Point72)
−7,968 · 2025Q3
TRIMTwo Sigma Investments
−22,609 · 2025Q3
TRIMD.E. Shaw & Co.
−7,893 · 2025Q3
ADDT. Rowe Price
+2,124,482 · 2025Q3
TRIMWellington Management
−140,384 · 2025Q3
NEWRay Dalio (Bridgewater Associates)
+10,459 · 2025Q3

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