Howmet Aerospace (HWM): A Resilient Player in Aerospace and Defense

Ashva Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here. Year-to-date (through June 30, 2025), the fund returned -1.55% compared to the S&P 500’s 5.5% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second quarter 2025 investor letter, Ashva Capital Management highlighted stocks such as Howmet Aerospace Inc. (NYSE:HWM). Howmet Aerospace Inc. (NYSE:HWM) provides advanced engineered solutions for the aerospace and transportation industries. The one-month return of Howmet Aerospace Inc. (NYSE:HWM) was 4.28%, and its shares gained 125.33% of their value over the last 52 weeks. On July 10, 2025, Howmet Aerospace Inc. (NYSE:HWM) stock closed at $178.53 per share, with a market capitalization of $72.068 billion.

Ashva Capital Management stated the following regarding Howmet Aerospace Inc. (NYSE:HWM) in its second quarter 2025 investor letter:

"Howmet Aerospace Inc. (NYSE:HWM) is a precision-engineered aerospace and defense supplier that benefits from long product cycles and high switching costs. Its exposure to both commercial and military aircraft demand creates a durable earnings stream. We value HWM not just for its strong fundamentals, but for its discipline in capital allocation and margin expansion potential as the aviation cycle continues to recover post-COVID."

Howmet Aerospace Inc. (NYSE:HWM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 56 hedge fund portfolios held Howmet Aerospace Inc. (NYSE:HWM) at the end of the first quarter, which was 58 in the previous quarter. While we acknowledge the potential of HWM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Howmet Aerospace Inc. (NYSE:HWM) and shared Fidelity Growth Strategies Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.