Applied Aerospace & Defense, Inc.
A maker of flight-critical parts and systems for aviation, space, and missile defense, serving helicopters, jets, and spacecraft. It came together in late 2025 when Applied Aerospace (founded 1954) merged with PCX Aerosystems, whose roots reach back to 1900 as Fenn Manufacturing, a small Connecticut machine shop making metal gauges. In 1939 that shop began machining rotorcraft parts for Sikorsky, a thread that runs through the company today.
Estimated from filings — the split-adjusted price range over the quarters each manager built the position. A range, not a fill price; 13F reports a quarter-end snapshot, not a trade date.