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Disclosery

Munro Partners: DRS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Munro Partners on DRS, newest first. How the timeline and the estimate are built.

Munro Partners held 506,570 DRS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 506,570 shares
    Change vs previous 13F -120,345 shares

    0.49% of the 13F portfolio, value $21,615,342.

    13F-HR 0001768744-26-000008 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 626,915 shares
    Change vs previous 13F +298,820 shares

    0.95% of the 13F portfolio, value $27,910,256.

    13F-HR 0001768744-26-000006 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 328,095 shares
    Change vs previous 13F +157,750 shares

    0.31% of the 13F portfolio, value $11,184,759.

    13F-HR 0001768744-26-000004 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 170,345 shares
    Change vs previous 13F +71,590 shares

    0.21% of the 13F portfolio, value $7,733,663.

    13F-HR 0001768744-25-000011 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 98,755 shares
    Change vs previous 13F +36,835 shares

    0.14% of the 13F portfolio, value $4,590,132.

    13F-HR/A 0001768744-25-000012 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,920 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,035,930.

    13F-HR 0001768744-25-000009 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).