Position in TDG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$504,147
-$8,182,433 QoQ
Shares Held
435
-93.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026TWINBEECH CAPITAL LP holds $20,803,556 across 13 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
22,226 | $5,975,682 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
11,893 | $3,455,986 | |
| 3 | KRMN |
Karman Holdings Inc.
|
49,600 | $2,476,032 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
3,201 | $1,630,301 | |
| 5 | DRS |
Leonardo DRS, Inc.
|
30,747 | $1,311,974 | |
| 6 | VVX |
V2X, Inc.
|
16,378 | $1,221,143 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
4,114 | $1,151,467 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
5,545 | $1,079,334 |
All Filings in TDG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $504,147 | 435 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,686,580 | 6,532 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $33,325,179 | 26,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,486,955 | 6,891 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $238,793 | 455 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,198,384 | 2,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,224,895 | 1,880 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $1,499,196 | 2,550 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||