13FPulse
KR

KRMN KARMAN HOLDINGS INC

2026Q2 · CUSIP 485924104 · Sector: Industrials

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
351
Institutions that reported holding it to the SEC
Net decrease in holders
6
Last quarter 357 → now 351
How unusual is that
Bottom 20%
Stronger than only 19% of US stocks
What the filings say, in one paragraph

351 funds held KRMN at the end of 2026Q2, down 6 from the quarter before. Buying is stronger than only 18.6% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $590M(YoY +50.2%), the P/E is 139.4x, return on equity is 8.8%. KRMN has had 4 buying rushes in its history, and the price moved +34.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q2: holders=138 2025Q3: holders=235 2025Q4: holders=287 2026Q1: holders=357 2026Q2: holders=351 -97 -48.5 +0 +48.5 +97 124250375 25Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5%
2025Q4 Top 10% -25.7%
2025Q3 Top 5% +51.8% +12.8%
2025Q2 Top 10% +16.4% +56.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
181
Change in large funds
+15
Total value they hold
$6.2B
Funds buying for the first time
95
Funds that sold out entirely
101
Price change that quarter
-39.0%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
14

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
139.4
EPS (TTM)
$0.29
EPS YoY
+480.0%
Revenue (TTM)
$0.6B
Revenue YoY
+50.2%
Net margin
6.3%
ROE
8.8%
Debt ratio
70.8%
FCF (TTM)
-$28M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2024-03-31: EPS 0.01 2024-06-30: EPS 0.03 2024-09-30: EPS 0.03 2024-12-31: EPS 0.01 2025-03-31: EPS -0.04 2025-06-30: EPS 0.05 2025-09-30: EPS 0.06 2025-12-31: EPS 0.06 2026-03-31: EPS 0.06 2026-06-30: EPS 0.11 0M 91M 182M $M -0.04 0.04 0.12 20242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
192 872 1551 202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-21M-8M5M 202420252026
Latest quarter $-7M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.