LongHONASep 2026
Honeywell Aerospace
ClearBridge initiated a position in Honeywell Aerospace following its separation from Honeywell in late June. The managers believe the subsequent share-price decline reflected…
HONA
Which hedge funds are long HONA?
2 published ideas on Honeywell Aerospace across 2 funds — 2 long and 0 short.
Honeywell Aerospace hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Honeywell Aerospace: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongHONASep 2026
Honeywell Aerospace
ClearBridge increased its exposure to Honeywell Aerospace following its separation from Honeywell International. The newly independent business traded at a more attractive…