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MLI · 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.
  • MLI
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterMLIHWM
Q3 20202 holders, $94m12 holders, $1.6bn
Q4 20202 holders, $120m21 holders, $3.0bn
Q1 20211 holders, $132m18 holders, $3.2bn
Q2 20211 holders, $138m19 holders, $3.8bn
Q3 20212 holders, $154m18 holders, $3.4bn
Q4 20212 holders, $214m15 holders, $3.7bn
Q1 20222 holders, $186m12 holders, $3.6bn
Q2 20221 holders, $162m15 holders, $3.2bn
Q3 20223 holders, $157m20 holders, $3.1bn
Q4 20222 holders, $146m19 holders, $4.4bn
Q1 20233 holders, $172m23 holders, $4.7bn
Q2 20232 holders, $179m25 holders, $5.2bn
Q3 20233 holders, $153m26 holders, $4.3bn
Q4 20234 holders, $202m22 holders, $5.0bn
Q1 20243 holders, $204m22 holders, $6.1bn
Q2 20243 holders, $214m23 holders, $7.1bn
Q3 20243 holders, $268m25 holders, $8.7bn
Q4 20246 holders, $358m21 holders, $9.0bn
Q1 20256 holders, $358m23 holders, $10.0bn
Q2 202511 holders, $585m22 holders, $13.2bn
Q3 202511 holders, $786m23 holders, $13.4bn
Q4 20257 holders, $998m26 holders, $13.6bn
Q1 20267 holders, $1.0bn35 holders, $15.6bn
Q2 202610 holders, $2.0bn37 holders, $17.3bn
MLI

Mueller Inds Inc

Holders
3
Reported value
$268m
Buyers
1
Sellers
2

Breadth -1 among 94 comparable managers.

HWM

Howmet Aerospace Inc

Holders
25
Reported value
$8.7bn
Buyers
8
Sellers
16

Breadth -8 among 94 comparable managers.

Who holds both, Q3 2024

Among the 26 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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