Kinetic Partners Management, LP

Position in WWD — Woodward, Inc.

CIK 1911448 Miami, FL

Position in WWD

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

Position Value

$127,375,885

+$64,847,977 QoQ

Shares Held

299,398

+71.4% QoQ

Ownership

0.507%

of shares outstanding

% of Portfolio

3.04%

of 13F equity value

Holder Rank

#37

of 754 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kinetic Partners Management, LP holds $1,773,972,118 across 4 Aerospace & Defense names. WWD ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPCX	Space Exploration Technologies Corp	7,125,795	$1,217,513,333
2	DPC	DPC Holdings PLC	6,931,158	$340,042,611
3	WWD	Woodward, Inc. This page	299,398	$127,375,885
4	RTX	RTX Corp	469,300	$89,040,289

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,375,885	299,398	+71.4%	Shares	Sole	2026-08-14
2026-03-31	$62,527,908	174,698	-33.7%	Shares	Sole	2026-05-15
2025-12-31	$79,690,947	263,598	+17.8%	Shares	Sole	2026-02-17
2025-09-30	$56,556,498	223,800	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.