Position in HWM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$126,633
+$50,812 QoQ
Shares Held
471
+43.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,351
of 1,603 holders
Holding Since
Sep 2025
4 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, 2026Bayforest Capital Ltd holds $1,892,100 across 19 Aerospace & Defense names. HWM ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRS |
Leonardo DRS, Inc.
|
6,618 | $282,390 | |
| 2 | MRCY |
Mercury Systems Inc
|
2,293 | $280,502 | |
| 3 | HII |
Huntington Ingalls Industries, Inc.
|
761 | $212,996 | |
| 4 | GD |
General Dynamics Corp
|
414 | $146,655 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
264 | $134,457 | |
| 6 | HWM |
Howmet Aerospace Inc.
This page
|
471 | $126,633 | |
| 7 | TXT |
Textron Inc
|
1,334 | $122,367 | |
| 8 | FLY |
Firefly Aerospace Inc.
|
3,352 | $98,548 |
All Filings in HWM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,633 | 471 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $75,821 | 329 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $19,681 | 96 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $148,153 | 755 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||