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SKY · 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.
  • SKY
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterSKYHWM
Q3 20203 holders, $221m12 holders, $1.6bn
Q4 20203 holders, $251m21 holders, $3.0bn
Q1 20214 holders, $400m18 holders, $3.2bn
Q2 20214 holders, $466m19 holders, $3.8bn
Q3 20215 holders, $621m18 holders, $3.4bn
Q4 20217 holders, $705m15 holders, $3.7bn
Q1 20225 holders, $504m12 holders, $3.6bn
Q2 20226 holders, $444m15 holders, $3.2bn
Q3 20227 holders, $585m20 holders, $3.1bn
Q4 20226 holders, $593m19 holders, $4.4bn
Q1 20236 holders, $836m23 holders, $4.7bn
Q2 20236 holders, $849m25 holders, $5.2bn
Q3 20235 holders, $829m26 holders, $4.3bn
Q4 20235 holders, $967m22 holders, $5.0bn
Q1 20245 holders, $1.1bn22 holders, $6.1bn
Q2 20245 holders, $762m23 holders, $7.1bn
Q3 20247 holders, $1.0bn25 holders, $8.7bn
Q4 20247 holders, $931m21 holders, $9.0bn
Q1 20258 holders, $1.1bn23 holders, $10.0bn
Q2 20257 holders, $561m22 holders, $13.2bn
Q3 20258 holders, $885m23 holders, $13.4bn
Q4 20258 holders, $793m26 holders, $13.6bn
Q1 20268 holders, $528m35 holders, $15.6bn
Q2 20268 holders, $500m37 holders, $17.3bn
SKY

Skyline Champion Corporation

Holders
8
Reported value
$500m
Buyers
21
Sellers
12

Breadth +9 among 91 comparable managers.

HWM

Howmet Aerospace Inc

Holders
37
Reported value
$17.3bn
Buyers
19
Sellers
25

Breadth -6 among 91 comparable managers.

Who holds both, Q2 2026

Among the 42 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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