Night Owl Capital Management, LLC

Position in HWM — Howmet Aerospace Inc.

CIK 1410833 GREENWICH, CT

Position in HWM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,443,088

+$3,493,285 QoQ

Shares Held

83,475

+1.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

2.39%

of 13F equity value

Holder Rank

#243

of 1,603 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Industrials · as of Jun 30, 2026

Night Owl Capital Management, LLC holds $135,653,323 across 3 Aerospace & Defense names. HWM ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	157,921	$59,019,815
2	WWD	Woodward, Inc.	127,375	$54,190,420
3	HWM	Howmet Aerospace Inc. This page	83,475	$22,443,088

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,443,088	83,475	+1.5%	Shares	Sole	2026-08-14
2026-03-31	$18,949,803	82,226	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$16,750,749	81,703	+1.5%	Shares	Sole	2026-02-13
2025-09-30	$15,796,318	80,499	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$14,856,524	79,818	+3.2%	Shares	Sole	2025-08-14
2025-03-31	$10,036,691	77,366	+4.5%	Shares	Sole	2025-05-15
2024-12-31	$8,094,583	74,011	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.