
What smart money is saying about CACI International Inc.
3 funds in our archive have pitched CACI International Inc. — most recently AMG River Road Mid Cap Value Fund in June 2025.
CACI International Inc, together with its subsidiaries, provides expertise and technology to enterprise and mission customers in support of national security missions and government modernization/transformation in the intelligence, defense, and federal civilian sectors. It operates in two segments, Domestic Operations and International Operations. The Domestic Operations segment offers information solutions and services to the U.S. federal government agencies and commercial enterprises in the areas, such as digital solutions, C4ISR, cyber and space, engineering services, enterprise IT, and mission support. The International Operations segment provides a range of IT services, proprietary data, and software products to the commercial and government customers in the United Kingdom, continental Europe, and internationally. The company designs, implements, protects, and manages secure enterprise IT solutions. It also offers software-defined, full-spectrum cyber, electronic warfare, and counter-unmanned aircraft system solutions; and platform integration and modernization and sustainment, as well as system engineering, naval architecture, training and simulation, and logistics engineering. In addition, the company provides enterprise cloud solutions for classified and unclassified networks; and intelligence support that ensures continuous advances in collection, analysis, and dissemination to optimize decision-making. CACI International Inc was founded in 1962 and is headquartered in Reston, Virginia.
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Position history
Between Q4 2024 and Q2 2026, 2 fund letters reported a position in CACI International Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 2 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
“CACI International, a defense-focused IT and network services provider, faced pressure from softer quarterly bookings, hampered by a 76-day Department of Homeland Security work stoppage that concluded April 30, 2026.”
CACI International Inc.- HoldsHomestead Advisers FundsJune 2026
Listed in Homestead Advisers Funds’s reported holdings.
CACI International Inc.
Fund coverage · 3 theses
- AMG River Road Mid Cap Value FundJune 2025
CACI International Inc. is a leading provider of technology services for national security and government modernization, experiencing strong growth and financial stability despite recent market sell-offs.
Read the full thesis CACI International is a key provider of IT products and services to the U.S. government, primarily benefiting from strong bipartisan support and a solid revenue stream from defense and intelligence contracts, leading to favorable share price performance and promising growth prospects.
Read the full thesis- AMG River Road Mid Cap Value FundDecember 2024
CACI International Inc. is a leading provider of technology services for national security, poised for growth despite market overreactions to government efficiency recommendations.
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