BOWEN HANES & CO INC
Top Portfolio Positions
145 positions ·
$3,930,700,151 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLW |
Corning Inc /Ny
Technology
|
1,377,592 | $187,311,184 | 4.77% | |
| ATI |
Ati Inc
Industrials
|
1,043,105 | $151,730,053 | 3.86% | |
| GEV |
GE Vernova Inc.
Industrials
|
172,293 | $150,394,559 | 3.83% | |
| AAPL |
Apple Inc.
Technology
|
497,258 | $126,199,107 | 3.21% | |
| TDY |
Teledyne Technologies Inc
Technology
|
185,332 | $112,127,713 | 2.85% | |
| NVDA |
Nvidia Corp
Technology
|
609,815 | $106,351,736 | 2.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
114,646 | $105,447,951 | 2.68% | |
| AXP |
American Express Co
Financial Services
|
319,754 | $96,719,189 | 2.46% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
95,494 | $95,153,086 | 2.42% | |
| PH |
Parker-Hannifin Corp
Industrials
|
100,295 | $89,788,095 | 2.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SPH
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,005,040 | 1,016,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,836,640 | 1,016,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,948,400 | 1,016,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,120,480 | 816,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,144,160 | 816,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,035,200 | 816,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,692,860 | 819,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,581,295 | 820,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,405,290 | 803,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,208,000 | 800,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,679,500 | 790,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,396,000 | 770,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,796,400 | 770,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,005,500 | 725,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,911,250 | 725,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,063,500 | 725,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,660,000 | 600,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,790,000 | 600,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,210,000 | 600,000 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||