SAPIENT CAPITAL LLC

Position in HWM — Howmet Aerospace Inc.

CIK 1998653 INDIANAPOLIS, IN

Position in HWM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$12,484,245

+$2,504,406 QoQ

Shares Held

46,434

+7.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#325

of 1,596 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SAPIENT CAPITAL LLC holds $86,828,790 across 10 Aerospace & Defense names. HWM ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	227,097	$44,204,431
2	GE	General Electric Co	41,960	$15,681,710
3	HWM	Howmet Aerospace Inc. This page	46,434	$12,484,245
4	RTX	RTX Corp	49,049	$9,306,066
5	TDG	TransDigm Group INC	861	$1,146,886
6	KRMN	Karman Holdings Inc.	22,382	$1,117,309
7	LMT	Lockheed Martin Corp	2,171	$1,106,037
8	KTOS	Kratos Defense & Security Solutions, Inc.	16,866	$840,938

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,484,245	46,434	+7.2%	Shares	Sole	2026-07-09
2026-03-31	$9,979,839	43,304	-17.5%	Shares	Sole	2026-04-08
2025-12-31	$10,760,474	52,485	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$10,580,329	53,918	-1.3%	Shares	Sole	2025-10-17
2025-06-30	$10,169,398	54,636	-6.1%	Shares	Sole	2025-07-09
2025-03-31	$7,547,821	58,181	-0.2%	Shares	Sole	2025-04-15
2024-12-31	$6,378,567	58,321	-0.1%	Shares	Sole	2025-01-29
2024-09-30	$5,851,692	58,371	-3.0%	Shares	Sole	2024-10-11
2024-06-30	$4,672,472	60,189	-24.1%	Shares	Sole	2024-07-15
2024-03-31	$5,423,282	79,253	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.