SAIC (SAIC)River Road Asset Management, LLC reduced its stake -32K shares

451K

Shares reported · -32K vs prior quarter

0.55%

Disclosed portfolio weight

$49.8M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Oct 24, 2025Federal contract · $19.3M obligatedDepartment of Defense awarded SAIC: $19.3M obligated to date
2. Oct 28, 2025Federal contract · $32.0M obligatedDepartment of Justice awarded SAIC: $32M obligated to date
3. Dec 11, 2025Federal contract · $25.0M obligatedDepartment of Defense awarded SAIC: $25M obligated to date
4. Jan 9, 2026Federal contract · $15.9M obligatedGeneral Services Administration awarded SAIC: $15.9M obligated to date
5. Jan 23, 2026Federal contract · $27.4M obligatedDepartment of Health and Human Services awarded SAIC: $27.4M obligated to date
6. Feb 13, 2026Federal contract · $37.6M obligatedDepartment of Homeland Security awarded SAIC: $37.6M obligated to date
7. Mar 12, 2026Federal contract · $16.8M obligatedDepartment of Defense awarded SAIC: $16.8M obligated to date
8. May 27, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 1, 2026, Science Applications International Corporation (the “Company”) announced that in connection with an internal reorganization, Srinivas Attili, Executive Vice President, Civilian Business Group, stepped down from his role effective May 29, 2026 and will depart from the Company on or about June 12, 2026.”
9. Jun 1, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 5, 2026Federal contract · $149.5M obligatedDepartment of Homeland Security awarded SAIC: $149M obligated to date
2. Aug 6, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 10, 2026, Science Applications International Corporation (the “Company”) announced that David Benson and David Cush were appointed as members of the Board of Directors of the Company (the “Board”) for an initial term beginning on August 20, 2026 (the “Effective Date”) and expiring at the Company’s 2027 annual meeting of stockholders (the “2027 Annual Meeting”).”
3. Aug 14, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
4. Aug 14, 20265% stakeFuller & Thaler Asset Management, Inc. reported a passive stake (13G) of 7.0%
5. Aug 31, 2026Company filing · Form 8-K · ResultsReported its results
6. Sep 14, 2026Federal contract · $14.8M obligatedDepartment of the Treasury awarded SAIC: $14.8M obligated to date
7. Sep 22, 2026Insider · Their first buy on recordDirector purchased ~$133K of SAIC shares in the open market
8. Sep 30, 2026Federal contract · $39.3M obligatedDepartment of the Treasury awarded SAIC: $39.3M obligated to date

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for SAIC

For SAIC, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 4 fund holdings reports (13F) and 6 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SAIC page.

How this filing works

• SEC Form 13F

Other disclosures at SAIC

• USAspending.gov award recordSep 30, 2026
• USAspending.gov award recordSep 30, 2026
• USAspending.gov award recordSep 29, 2026
• USAspending.gov award recordSep 29, 2026
• USAspending.gov award recordSep 24, 2026
• SEC Form 4Sep 22, 2026

Everything OQRO holds on this company is on its SAIC page.