SEC 13F Intelligence

Dilation Capital Management LP / HWM

Dilation Capital Management LP’s Howmet Aerospace Inc Position

Does Dilation Capital Management LP own Howmet Aerospace Inc (HWM)? Yes — 47.0K shares worth $11M (+5.44% of its 13F portfolio) as of Q1 2026, up from 37.4K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
47.0K
% of Portfolio
+5.44%
Quarters Held
6
currently held

Position History HWM

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $9MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.0K$11M+5.44%
Q4 202537.4K$8M+3.53%
Q3 202532.5K$6M+3.16%
Q2 202552.3K$10M+5.19%
Q1 202570.2K$9M+11.07%
Q4 202455.4K$6M+5.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dilation Capital Management LP’s full portfolio or all institutional holders of HWM.