Position in HWM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$360,810
+$68,126 QoQ
Shares Held
1,342
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,060
of 1,603 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026May Hill Capital, LLC holds $5,008,213 across 7 Aerospace & Defense names. HWM ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
10,051 | $2,175,739 | |
| 2 | GE |
General Electric Co
|
2,326 | $869,295 | |
| 3 | RTX |
RTX Corp
|
4,521 | $857,769 | |
| 4 | HWM |
Howmet Aerospace Inc.
This page
|
1,342 | $360,810 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
586 | $298,455 | |
| 6 | GD |
General Dynamics Corp
|
639 | $226,359 | |
| 7 | TDG |
TransDigm Group INC
|
165 | $219,786 |
All Filings in HWM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,810 | 1,342 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $292,684 | 1,270 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $241,513 | 1,178 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $261,770 | 1,334 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $243,644 | 1,309 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||