Position in HEI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,913,042
+$2,205,734 QoQ
Shares Held
13,800
+392.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026TWINBEECH CAPITAL LP holds $20,803,556 across 13 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
22,226 | $5,975,682 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
11,893 | $3,455,986 | |
| 3 | KRMN |
Karman Holdings Inc.
|
49,600 | $2,476,032 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
3,201 | $1,630,301 | |
| 5 | DRS |
Leonardo DRS, Inc.
|
30,747 | $1,311,974 | |
| 6 | VVX |
V2X, Inc.
|
16,378 | $1,221,143 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
4,114 | $1,151,467 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
5,545 | $1,079,334 |
All Filings in HEI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $2,913,042 | 13,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 HEI-A | $707,308 | 2,802 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 HEI-A | $6,786,290 | 44,084 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 HEI-A | $1,682,073 | 11,809 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 HEI-A | $3,089,391 | 23,908 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $459,071 | 2,684 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 HEI-A | $6,414,731 | 53,523 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 HEI-A | $1,056,645 | 10,027 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 HEI-A | $283,129 | 2,203 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 HEI-A | $535,836 | 4,315 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $275,075 | 1,973 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 HEI-A | $773,161 | 6,806 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,363,294 | 10,837 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 HEI-A | $271,345 | 2,318 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 HEI-A | $509,049 | 6,266 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||