Kadensa Capital’s Howmet Aerospace HWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.4M Sell
53,850
-31,007
-37% -$7.23M 1.73% 23
2025
Q4
$17.4M Sell
84,857
-22,643
-21% -$4.51M 1.81% 23
2025
Q3
$21.1M Buy
107,500
+68,480
+175% +$12.5M 2.17% 18
2025
Q2
$7.26M Buy
+39,020
New +$6M 1.16% 34

Other funds holding HWM

Kadensa Capital's HWM Position: Q1 2026 in Review

Kadensa Capital reduced its Howmet Aerospace (HWM) stake by 37% in Q1 2026, selling an estimated $7.23M and leaving 53,850 shares worth $12.4M. The position accounts for 1.73% of the portfolio, ranked #23.

Kadensa Capital first reported a position in HWM in Q2 2025 and has held it in 4 quarters since. The position peaked at $21.1M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold HWM as of Q1 2026.

  • Kadensa Capital held 53,850 shares of Howmet Aerospace worth $12.4M as of Q1 2026.
  • Kadensa Capital sold 31,007 Howmet Aerospace shares in Q1 2026, an estimated $7.23M.
  • Howmet Aerospace made up 1.73% of Kadensa Capital's portfolio in Q1 2026, its #23 holding.
  • Kadensa Capital first reported a position in Howmet Aerospace in Q2 2025 and has held it in 4 quarters since.
  • Kadensa Capital's Howmet Aerospace position peaked at $21.1M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2026.

Based on Kadensa Capital's 13F filing for Q1 2026, filed 15 May 2026.