Cartenna Capital’s Howmet Aerospace HWM Stock Holding History

Cartenna Capital’s Portfolio HWM Stock Details HWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121M	Buy	+450,000	New	+$116M	2.88%	10
2022 Q2	–	Sell	-215,000	Closed	-$7.73M	–	38
2022 Q1	$7.73M	Sell	215,000 -265,000	-55%	-$9.04M	2.66%	16
2021 Q4	$15.3M	Sell	480,000 -92,500	-16%	-$2.85M	5.76%	3
2021 Q3	$17.9M	Buy	572,500 +92,500	+19%	+$2.98M	6.61%	2
2021 Q2	$16.5M	Buy	480,000 +84,000	+21%	+$2.8M	4.73%	3
2021 Q1	$12.7M	Buy	+396,000	New	+$11.4M	5.84%	1

Other funds holding HWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cartenna Capital's HWM Position: Q2 2026 in Review

Cartenna Capital opened a new position in Howmet Aerospace (HWM) in Q2 2026: 450,000 shares worth $121M. The stake represents 2.88% of the portfolio and ranks #10 among its holdings. This is a return to the name: Cartenna Capital previously reported a position in HWM as recently as Q1 2022.

Cartenna Capital first reported a position in HWM in Q1 2021 and has held it in 6 quarters since. 1,605 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

Cartenna Capital held 450,000 shares of Howmet Aerospace worth $121M as of Q2 2026.
Howmet Aerospace was a new Cartenna Capital position in Q2 2026.
Howmet Aerospace made up 2.88% of Cartenna Capital's portfolio in Q2 2026, its #10 holding.
Cartenna Capital first reported a position in Howmet Aerospace in Q1 2021 and has held it in 6 quarters since.
1,605 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Cartenna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.