Position in VVX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,568,222
New position
Shares Held
110,485
first reported quarter
Ownership
0.352%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Munro Partners holds $503,965,269 across 7 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
483,932 | $130,109,957 | |
| 2 | GE |
General Electric Co
|
308,680 | $115,362,976 | |
| 3 | RTX |
RTX Corp
|
541,675 | $102,771,997 | |
| 4 | WWD |
Woodward, Inc.
|
230,170 | $97,923,524 | |
| 5 | DRS |
Leonardo DRS, Inc.
|
506,570 | $21,615,341 | |
| 6 | AIR |
Aar Corp
|
139,137 | $19,886,851 | |
| 7 | HEI |
Heico Corp
|
45,747 | $16,294,623 |
All Filings in VVX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,568,222 | 110,485 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||