LBP AM SA

Position in HWM — Howmet Aerospace Inc.

CIK 1970075 Paris, I0

Position in HWM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$26,915,842

+$10,084,196 QoQ

Shares Held

100,111

+37.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#47

of 727 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LBP AM SA holds $474,532,547 across 20 Aerospace & Defense names. HWM ranks #8 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	479,123	$90,904,005
2	SPCX	Space Exploration Technologies Corp	288,381	$49,272,777
3	RKLB	Rocket Lab Corp	436,950	$44,415,967
4	LHX	L3harris Technologies, Inc. /De/	151,534	$44,034,265
5	PL	Planet Labs PBC	1,126,848	$37,332,474
6	GE	General Electric Co	99,810	$37,301,991
7	HONA	Honeywell Aerospace Inc.	135,072	$29,823,897
8	HWM	Howmet Aerospace Inc. This page	100,111	$26,915,842

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,915,842	100,111	+37.1%	Shares	Defined	2026-07-24
2026-03-31	$16,831,646	73,035	+275.2%	Shares	Defined	2026-04-27
2025-12-31	$3,990,919	19,466	-71.6%	Shares	Sole	2026-01-26
2025-09-30	$13,441,558	68,499	+18.0%	Shares	Sole	2025-10-31
2025-06-30	$10,802,799	58,039	+6.7%	Shares	Sole	2025-07-18
2025-03-31	$7,059,647	54,418	+20.5%	Shares	Sole	2025-04-30
2024-12-31	$4,940,680	45,174	-21.9%	Shares	Sole	2025-02-10
2023-09-30	$2,675,747	57,854	+18.8%	Shares	Sole	2023-11-14
2023-06-30	$2,413,968	48,708	-69.9%	Shares	Sole	2023-08-14
2023-03-31	$6,848,771	161,642	-4.5%	Shares	Sole	2023-05-15
2022-12-31	$6,670,615	169,262	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.