WCA
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Waratah Capital Advisors’s Curtiss-Wright CW Stock Holding History

Waratah Capital Advisors’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.07M Sell
13,310
-25,378
-66% -$16.9M 0.35% 53
2025
Q4 		$21.3M Buy
38,688
+27,830
+256% +$15.5M 0.72% 32
2025
Q3 		$5.9M Buy
+10,858
New +$5.35M 0.1% 111

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Waratah Capital Advisors's CW Position: Q1 2026 in Review

Waratah Capital Advisors reduced its Curtiss-Wright (CW) stake by 66% in Q1 2026, selling an estimated $16.9M and leaving 13,310 shares worth $9.07M. The position accounts for 0.35% of the portfolio, ranked #53.

Waratah Capital Advisors first reported a position in CW in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.3M in Q4 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Waratah Capital Advisors held 13,310 shares of Curtiss-Wright worth $9.07M as of Q1 2026.
  • Waratah Capital Advisors sold 25,378 Curtiss-Wright shares in Q1 2026, an estimated $16.9M.
  • Curtiss-Wright made up 0.35% of Waratah Capital Advisors's portfolio in Q1 2026, its #53 holding.
  • Waratah Capital Advisors first reported a position in Curtiss-Wright in Q3 2025 and has held it in 3 quarters since.
  • Waratah Capital Advisors's Curtiss-Wright position peaked at $21.3M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.