LongNOCJun 2026
Northrop Grumman Corporation
Northrop Grumman weakened after a strong run as investors took profits across defense stocks and focused on free-cash-flow pressure from elevated capital spending. The fund…
NOC
Which hedge funds are long NOC?
2 published ideas on Northrop Grumman Corporation across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Northrop Grumman Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongNOCJun 2026
Northrop Grumman Corporation
Northrop Grumman pulled back after strong defense-sector gains and concerns about elevated capital expenditures and a contract charge. The fund believes those capital investments…