LongHWMJun 2026
Howmet Aerospace Inc.
Howmet supplies highly engineered components for commercial aerospace engines and operates in parts of the supply chain with very few qualified scaled competitors. Polen believes…
HWM
Which hedge funds are long HWM?
2 published ideas on Howmet Aerospace Inc. across 2 funds — 2 long and 0 short.
Howmet 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 Howmet 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
LongHWMSep 2026
Howmet Aerospace Inc.
Howmet Aerospace gives Barometer exposure to the strong commercial aerospace cycle. High utilization of the global aircraft fleet is supporting a robust aftermarket for engine…