Position in TXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$997,288
-$801,369 QoQ
Shares Held
10,872
-47.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#326
of 782 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXT 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. TXT ranks #9 (4.8% of the industry book) .
| # | 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 TXT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,288 | 10,872 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,798,657 | 20,542 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $993,605 | 12,990 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $439,445 | 4,961 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $9,459,446 | 133,608 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,741,391 | 29,890 | Shares | Sole | 2022-11-14 | |
| 2020-09-30 | $1,264,088 | 35,026 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $296,517 | 11,118 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||