Ron Baron's position in Kratos Defense & Security Solutions is currently worth $260M. That's 0.72% of their equity portfolio (27th largest holding). The investor owns 2.34% of the outstanding Kratos Defense & Security Solutions stock. The first Kratos Defense & Security Solutions trade was made in Q1 2020. Since then Ron Baron bought shares ten more times and sold shares on five occasions. The stake costed the investor $70.7M, netting the investor a gain of 268% so far.
Baron Funds, an investment management company, released its ¡°Baron Discovery Fund¡± third quarter 2022 investor letter. A copy of the same can be downloaded h...