Position in HWM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,975,682
+$5,665,483 QoQ
Shares Held
22,226
+1551.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#432
of 1,603 holders
Holding Since
Jun 2021
10 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, 2026TWINBEECH CAPITAL LP holds $20,803,556 across 13 Aerospace & Defense names. HWM ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
This page
|
22,226 | $5,975,682 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
11,893 | $3,455,986 | |
| 3 | KRMN |
Karman Holdings Inc.
|
49,600 | $2,476,032 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
3,201 | $1,630,301 | |
| 5 | DRS |
Leonardo DRS, Inc.
|
30,747 | $1,311,974 | |
| 6 | VVX |
V2X, Inc.
|
16,378 | $1,221,143 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
4,114 | $1,151,467 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
5,545 | $1,079,334 |
All Filings in HWM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,975,682 | 22,226 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $310,199 | 1,346 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $215,537 | 2,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $54,576,995 | 703,040 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $11,989,149 | 221,529 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,174,335 | 198,364 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,864,540 | 77,977 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $15,555,624 | 502,930 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,429,748 | 45,461 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $2,981,172 | 86,486 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||