Kingdon Capital Management’s Howmet Aerospace HWM Stock Holding History

Kingdon Capital Management’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	$16.1M	Sell	60,000 -10,000	-14%	-$2.57M	1.65%	19
2026 Q1	$16.1M	Sell	70,000 -10,000	-13%	-$2.33M	1.77%	11
2025 Q4	$16.4M	Buy	80,000 +25,000	+45%	+$4.98M	1.95%	16
2025 Q3	$10.8M	Buy	+55,000	New	+$10M	1.34%	29
2017 Q1	–	Sell	-307,744	Closed	-$4.38M	–	120
2016 Q4	$4.38M	Buy	+307,744	New	+$4.63M	0.21%	100

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

Kingdon Capital Management's HWM Position: Q2 2026 in Review

Kingdon Capital Management reduced its Howmet Aerospace (HWM) stake by 14% in Q2 2026, selling an estimated $2.57M and leaving 60,000 shares worth $16.1M. The position accounts for 1.65% of the portfolio, ranked #19.

Kingdon Capital Management first reported a position in HWM in Q4 2016 and has held it in 5 quarters since. The position peaked at $16.4M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

Kingdon Capital Management held 60,000 shares of Howmet Aerospace worth $16.1M as of Q2 2026.
Kingdon Capital Management sold 10,000 Howmet Aerospace shares in Q2 2026, an estimated $2.57M.
Howmet Aerospace made up 1.65% of Kingdon Capital Management's portfolio in Q2 2026, its #19 holding.
Kingdon Capital Management first reported a position in Howmet Aerospace in Q4 2016 and has held it in 5 quarters since.
Kingdon Capital Management's Howmet Aerospace position peaked at $16.4M in Q4 2025.
1,596 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

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