Position in HWM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$254,147,831
+$68,358,707 QoQ
Shares Held
1,102,785
+21.7% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 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 Mar 31, 2026AustralianSuper Pty Ltd holds $403,631,592 across 9 Aerospace & Defense names. HWM ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
This page
|
1,102,785 | $254,147,831 | |
| 2 | GE |
General Electric Co
|
305,424 | $86,670,168 | |
| 3 | HEI |
Heico Corp
|
60,471 | $16,581,148 | |
| 4 | CW |
Curtiss Wright Corp
|
23,649 | $16,107,806 | |
| 5 | KRMN |
Karman Holdings Inc.
|
122,697 | $9,821,894 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
22,250 | $9,449,352 | |
| 7 | TXT |
Textron Inc
|
88,709 | $7,767,360 | |
| 8 | RKLB |
Rocket Lab Corp
|
30,010 | $1,927,242 |
All Filings in HWM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||