Night Owl Capital Management, LLC

Position in WWD — Woodward, Inc.

CIK 1410833 GREENWICH, CT

Position in WWD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$54,190,420

+$9,368,815 QoQ

Shares Held

127,375

+1.7% QoQ

Ownership

0.216%

of shares outstanding

% of Portfolio

5.78%

of 13F equity value

Holder Rank

#67

of 754 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Industrials · as of Jun 30, 2026

Night Owl Capital Management, LLC holds $135,653,323 across 3 Aerospace & Defense names. WWD ranks #2 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	157,921	$59,019,815
2	WWD	Woodward, Inc. This page	127,375	$54,190,420
3	HWM	Howmet Aerospace Inc.	83,475	$22,443,088

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,190,420	127,375	+1.7%	Shares	Sole	2026-08-14
2026-03-31	$44,821,605	125,228	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$37,604,073	124,385	+1.6%	Shares	Sole	2026-02-13
2025-09-30	$30,923,364	122,367	+55.1%	Shares	Sole	2025-11-14
2025-06-30	$19,330,493	78,871	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.