Howmet Aerospace (HWM): A Critical Aerospace Supply Chain Play
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Kensico Capital Michael Lowenstein | 5,083,600 | $1,366,776,696 | 23.44% | |
| 2. | Citadel Investment Group Ken Griffin | 2,819,959 | $758,174,177 | +178% | 0.09% |
| 3. | AQR Capital Management Cliff Asness | 907,180 | $243,904,257 | -4% | 0.09% |
| 4. | Millennium Management Israel Englander | 878,165 | $236,103,442 | -37% | 0.09% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 747,448 | $200,958,869 | +18% | 0.25% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.50 | 5,000 | $147,523.00 | 29,486 | 2019-11-12 | Filing | |
| $24.18 | 12,643 | $305,645.79 | 80,463 | 2019-08-07 | Filing | |
| $24.10 | 17,820 | $429,410.32 | 67,820 | 2019-08-06 | Filing | |
| $22.14 | 50,000 | $1,106,930.00 | 50,000 | 2019-05-02 | Filing | |
| $22.10 | 22,603 | $499,447.19 | 38,420 | 2019-05-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $269.50 | 41,932 | $11,300,535.62 | 65,105 | 2026-05-11 | Filing | |
| $260.01 | 1,000 | $260,005.00 | 23,874 | 2026-02-26 | Filing | |
| $251.70 | 45,150 | $11,364,426.57 | 107,008 | 2026-02-18 | Filing | |
| $180.51 | 13,102 | $2,365,073.46 | 63,150 | 2025-08-05 | Filing | |
| $158.53 | 30,000 | $4,756,017.00 | 131,859 | 2025-05-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 45,819,158 | $12,318,938,753 | 0.18% | |
| 2. | 26,136,434 | $7,027,041,646 | 0.15% | |
| 3. | 18,933,928 | $5,090,575,882 | 0.15% | |
| 4. | 18,548,273 | $4,986,888,678 | 0.22% | |
| 5. | 18,561,518 | $4,985,067,645 | 0.28% |