Position in HWM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$304,416,466
+$50,268,635 QoQ
Shares Held
1,132,249
+2.7% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AustralianSuper Pty Ltd holds $521,139,422 across 10 Aerospace & Defense names. HWM ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
This page
|
1,132,249 | $304,416,466 | |
| 2 | CW |
Curtiss Wright Corp
|
121,062 | $91,735,941 | |
| 3 | GE |
General Electric Co
|
162,484 | $60,725,145 | |
| 4 | HEI |
Heico Corp
|
78,875 | $20,342,651 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
73,503 | $12,558,722 | |
| 6 | TXT |
Textron Inc
|
122,548 | $11,241,328 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
19,150 | $10,735,681 | |
| 8 | KRMN |
Karman Holdings Inc.
|
122,697 | $6,125,034 |
All Filings in HWM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,416,466 | 1,132,249 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $254,147,831 | 1,102,785 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $185,789,124 | 906,200 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $244,883,462 | 1,247,941 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,599,710 | 1,179,819 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $173,538,912 | 1,337,693 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $101,772,394 | 930,533 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,480,348 | 84,592 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,873,271 | 49,894 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,215,179 | 17,758 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,594,050 | 29,454 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,623,513 | 35,103 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,653,866 | 33,371 | Shares | Sole | 2023-07-28 | |
| 2021-09-30 | $5,584,113 | 178,978 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,164,812 | 149,835 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,983,973 | 155,119 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,776,814 | 62,257 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||