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RPM · HWM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • RPM
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterRPMHWM
Q3 20206 holders, $619m12 holders, $1.6bn
Q4 20207 holders, $653m21 holders, $3.0bn
Q1 20219 holders, $691m18 holders, $3.2bn
Q2 202111 holders, $699m19 holders, $3.8bn
Q3 20217 holders, $727m18 holders, $3.4bn
Q4 20215 holders, $950m15 holders, $3.7bn
Q1 20226 holders, $872m12 holders, $3.6bn
Q2 20226 holders, $1.0bn15 holders, $3.2bn
Q3 20227 holders, $625m20 holders, $3.1bn
Q4 20229 holders, $804m19 holders, $4.4bn
Q1 20238 holders, $612m23 holders, $4.7bn
Q2 20238 holders, $633m25 holders, $5.2bn
Q3 202313 holders, $732m26 holders, $4.3bn
Q4 202311 holders, $743m22 holders, $5.0bn
Q1 20247 holders, $713m22 holders, $6.1bn
Q2 20247 holders, $609m23 holders, $7.1bn
Q3 20249 holders, $631m25 holders, $8.7bn
Q4 20248 holders, $570m21 holders, $9.0bn
Q1 20256 holders, $498m23 holders, $10.0bn
Q2 202511 holders, $904m22 holders, $13.2bn
Q3 20257 holders, $642m23 holders, $13.4bn
Q4 202513 holders, $714m26 holders, $13.6bn
Q1 202614 holders, $768m35 holders, $15.6bn
Q2 202612 holders, $859m37 holders, $17.3bn
RPM

RPM Intl Inc

Holders
11
Reported value
$743m
Buyers
9
Sellers
3

Breadth +6 among 93 comparable managers.

HWM

Howmet Aerospace Inc

Holders
22
Reported value
$5.0bn
Buyers
8
Sellers
15

Breadth -7 among 93 comparable managers.

Who holds both, Q4 2023

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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