Position in CW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,844,817
+$1,030,444 QoQ
Shares Held
12,992
+0.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#59
of 454 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026O'Brien Greene & Co. Inc holds $18,026,444 across 5 Aerospace & Defense names. CW ranks #1 (54.6% of the industry book) .
All Filings in CW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,844,817 | 12,992 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,814,373 | 12,941 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,950,411 | 12,608 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,461,528 | 11,901 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||