Night Owl Capital Management, LLC

Position in WWD — Woodward, Inc.

CIK 1410833 GREENWICH, CT

Position in WWD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$44,821,605

+$7,217,532 QoQ

Shares Held

125,228

+0.7% QoQ

Ownership

0.210%

of shares outstanding

% of Portfolio

6.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 39.143003162232084.ToString("F0")% Shared 0.ToString("F0")% None 60.85699683776791.ToString("F0")%

Industrials · as of Mar 31, 2026

Night Owl Capital Management, LLC holds $107,911,831 across 3 Aerospace & Defense names. WWD ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc. This page	125,228	$44,821,605
2	GE	General Electric Co	155,550	$44,140,423
3	HWM	Howmet Aerospace Inc.	82,226	$18,949,803

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.