After a blistering post-IPO rally, one fund is leaning into a defense supplier whose growth is being driven by backlog, not hype.California-based StepStone Group disclosed a new position in Karman Holdings (KRMN 1.34%), acquiring 292,428 shares valued at approximately $21.11 million, according to a November 14 SEC filing.What HappenedStepStone Group initiated a new position in Karman Holdings (KRMN 1.34%), purchasing 292,428 shares during the third quarter, as shown in a filing with the Securities and Excha ...