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BOOM · 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.
  • BOOM
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterBOOMHWM
Q3 20201 holders, $3.1m12 holders, $1.6bn
Q4 20201 holders, $1.4m21 holders, $3.0bn
Q1 20211 holders, $1.7m18 holders, $3.2bn
Q2 20212 holders, $3.0m19 holders, $3.8bn
Q3 20212 holders, $1.6m18 holders, $3.4bn
Q4 20211 holders, $1.1m15 holders, $3.7bn
Q1 20221 holders, $2.4m12 holders, $3.6bn
Q2 20221 holders, $2.5m15 holders, $3.2bn
Q3 20221 holders, $2.8m20 holders, $3.1bn
Q4 20221 holders, $3.5m19 holders, $4.4bn
Q1 20231 holders, $2.6m23 holders, $4.7bn
Q2 20231 holders, $2.2m25 holders, $5.2bn
Q3 20231 holders, $2.8m26 holders, $4.3bn
Q4 20231 holders, $3.5m22 holders, $5.0bn
Q1 2024none listed holders, n.a.22 holders, $6.1bn
Q2 2024none listed holders, n.a.23 holders, $7.1bn
Q3 2024none listed holders, n.a.25 holders, $8.7bn
Q4 2024none listed holders, n.a.21 holders, $9.0bn
Q1 2025none listed holders, n.a.23 holders, $10.0bn
Q2 2025none listed holders, n.a.22 holders, $13.2bn
Q3 2025none listed holders, n.a.23 holders, $13.4bn
Q4 2025none listed holders, n.a.26 holders, $13.6bn
Q1 2026none listed holders, n.a.35 holders, $15.6bn
Q2 2026none listed holders, n.a.37 holders, $17.3bn
BOOM

DMC Global Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

HWM

Howmet Aerospace Inc

Holders
21
Reported value
$9.0bn
Buyers
7
Sellers
12

Breadth -5 among 94 comparable managers.

Who holds both, Q4 2024

Among the 21 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.

Back to the 13F Explorer →