Position in HWM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$82,614,609
+$69,230,289 QoQ
Shares Held
358,477
+449.1% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Munro Partners holds $363,164,422 across 9 Aerospace & Defense names. HWM ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
448,785 | $86,570,626 | |
| 2 | HWM |
Howmet Aerospace Inc.
This page
|
358,477 | $82,614,609 | |
| 3 | GE |
General Electric Co
|
227,855 | $64,658,413 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
246,220 | $50,349,527 | |
| 5 | DRS |
Leonardo DRS, Inc.
|
626,915 | $27,910,255 | |
| 6 | CW |
Curtiss Wright Corp
|
25,190 | $17,157,412 | |
| 7 | HEI |
Heico Corp
|
48,450 | $13,284,990 | |
| 8 | AIR |
Aar Corp
|
119,225 | $13,050,368 |
All Filings in HWM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,614,609 | 358,477 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,384,320 | 65,283 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,516,346 | 58,688 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $26,223,855 | 140,890 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $34,044,395 | 262,425 | Shares | Sole | 2025-10-14 | |
| 2024-12-31 | $30,758,125 | 281,230 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||