Position in HWM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,993,635
+$927,996 QoQ
Shares Held
33,451
-4.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
11.23%
of 13F equity value
Holder Rank
#378
of 1,603 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$13,443,000
PutShares
50,000
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 Jun 30, 2026Cavalier Investments, LLC holds $9,195,715 across 2 Aerospace & Defense names. HWM ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
This page
|
33,451 | $8,993,635 | |
| 2 | RKLB |
Rocket Lab Corp
|
1,988 | $202,080 |
All Filings in HWM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,993,635 | 33,451 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $13,443,000 | 50,000 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $4,609,200 | 20,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $8,065,639 | 34,998 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,707,961 | 27,841 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,299,191 | 27,005 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,424,182 | 276,281 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $17,553,896 | 135,311 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,480,689 | 68,398 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,572,991 | 65,566 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,773,856 | 61,495 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,293,744 | 77,360 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,952,275 | 73,028 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,294,988 | 71,243 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,400,906 | 68,622 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||