Covea Finance

Position in HWM — Howmet Aerospace Inc.

CIK 1636948 PARIS, I0

Position in HWM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$37,252,435

+$5,972,330 QoQ

Shares Held

138,557

+2.1% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

of 136 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Jun 30, 2026

Covea Finance holds $168,442,522 across 9 Aerospace & Defense names. HWM ranks #1 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc. This page	138,557	$37,252,435
2	LHX	L3harris Technologies, Inc. /De/	125,990	$36,611,434
3	BWXT	BWX Technologies, Inc.	121,128	$23,577,565
4	MOG-A	Moog Inc.	54,215	$22,978,485
5	CW	Curtiss Wright Corp	29,199	$22,125,834
6	MDA	MDA Space Ltd.	295,300	$12,189,984
7	HII	Huntington Ingalls Industries, Inc.	24,185	$6,769,139
8	WWD	Woodward, Inc.	14,173	$6,029,761

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,252,435	138,557	+2.1%	Shares	Sole	2026-07-13
2026-03-31	$31,280,105	135,729	-41.3%	Shares	Sole	2026-04-15
2025-12-31	$47,422,971	231,309	+5.2%	Shares	Sole	2026-01-07
2025-09-30	$43,133,120	219,809	-16.6%	Shares	Sole	2025-10-16
2025-06-30	$49,065,543	263,609	-7.7%	Shares	Sole	2025-07-15
2025-03-31	$37,051,147	285,602	-13.6%	Shares	Sole	2025-04-22
2024-12-31	$36,143,503	330,470	-11.5%	Shares	Sole	2025-01-14
2024-09-30	$37,418,312	373,250	-24.7%	Shares	Sole	2024-10-10
2024-06-30	$38,469,546	495,550	-26.9%	Shares	Sole	2024-07-16
2024-03-31	$46,405,804	678,150	-2.3%	Shares	Sole	2024-04-19
2023-12-31	$37,561,986	694,050	+7.6%	Shares	Sole	2024-01-08
2023-09-30	$29,842,812	645,250	+35.0%	Shares	Sole	2023-10-10
2023-06-30	$23,694,636	478,100	+962.4%	Shares	Sole	2023-07-07
2023-03-31	$1,906,650	45,000	—	Shares	Sole	2023-04-17
No filing history on record for this holder in this stock.