Bristol Gate’s US Equity Strategy added HWM as a new holding, citing its exposure to aerospace and industrial growth sectors.
Bristol Gate Capital Partners included Howmet Aerospace Inc. (NYSE:HWM) as a new position in its Q2 2026 US Equity Strategy. The firm’s investor letter noted HWM’s role in supplying engineered components to commercial aerospace and defense markets, aligning with its focus on high-dividend-growth companies.
HWM closed at $280.70 on July 22, 2026, with a 2.77% one-month return and a 50.27% gain over the past year. The company’s market capitalization stands at $112.31 billion, reflecting its position in the aerospace and industrial sectors.
The strategy underperformed the S&P 500 Total Return Index in Q2 2026 but outperformed in dividend growth, as AI-driven market trends dominated investor focus during the period.