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Bristol US Equity Strategy adds Howmet Aerospace as new position
Howmet Aerospace shares closed at $280.70 on July 22, 2026, and the aerospace supplier has gained 50.3% over the past 52 weeks.
Bristol Gate Capital Partners highlighted Howmet Aerospace Inc. (NYSE: HWM) in its Q2 2026 investor letter for the US Equity Strategy, naming the company as a newly added position, according to Yahoo Finance.
The strategy noted that Howmet provides engineered components across commercial aerospace, defense, and industrial markets, with its strengths tied to materials science and manufacturing and to limited competition as a US aerospace manufacturer.
Bristol Gate Capital Partners also pointed to management’s capital allocation in investments aimed at high-growth projects that leverage the firm’s capabilities.
At the close of trading on July 22, 2026, Howmet Aerospace shares were $280.70, up 2.8% over one month and up 50.3% over the past 52 weeks, with a market capitalization of about $112.3 billion, Yahoo Finance reported.