Artisan Partners Limited Partnership
Position in HWM — Howmet Aerospace Inc.
CIK 1466153
Milwaukee, WI
Position in HWM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$34,293,830
-$19,849,286 QoQ
Shares Held
148,806
-43.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Derivatives in HWM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$175,149,600
PutShares
760,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Artisan Partners Limited Partnership holds $2,540,228,639 across 19 Aerospace & Defense names. HWM ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
1,763,242 | $608,582,976 | |
| 2 | WWD |
Woodward, Inc.
|
1,409,344 | $504,432,404 | |
| 3 | RTX |
RTX Corp
|
2,274,209 | $438,694,916 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
1,059,209 | $216,597,648 | |
| 5 | FTAI |
FTAI Aviation Ltd.
|
515,774 | $126,364,630 | |
| 6 | VSEC |
Vse Corp
|
564,855 | $104,159,262 | |
| 7 | GE |
General Electric Co
|
348,127 | $98,787,998 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
978,051 | $68,962,376 |
All Filings in HWM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,293,830 | 148,806 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $175,149,600 | 760,000 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $54,143,116 | 264,087 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $87,825,876 | 447,566 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $80,864,923 | 434,454 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,575,144 | 675,057 | Shares | Sole | 2025-05-14 | |
| 2023-12-31 | $59,743,122 | 1,103,901 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $72,802,818 | 1,574,115 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $62,460,269 | 1,260,296 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||