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?
3 published ideas on Howmet Aerospace Inc. across 2 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Howmet Aerospace Inc.: the full 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
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…
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…