Night Owl Capital Management’s Howmet Aerospace HWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.9M	Buy	79,818 +2,452	+3%	+$456K	1.72%	23
2025 Q1	$10M	Buy	77,366 +3,355	+5%	+$435K	1.25%	21
2024 Q4	$8.09M	Buy	+74,011	New	+$8.09M	1.05%	21