In a quarterly disclosure filed on August 4, 2026, Polen Capital Management revealed it had established a new position in Howmet Aerospace (HWM), a key supplier for the aerospace industry. The filing, which reflects holdings as of June 30, 2026, showed the firm acquired 457,120 shares valued at approximately $122.9 million, accounting for a 1.06% weight in its reported portfolio.
In its Q2 2026 commentary, Polen's Global Growth team stated the new position in Howmet was initiated to "capture long-cycle demand from commercial aviation fleet aging and aftermarket service needs." The investment coincided with a strong quarter for Howmet, which reported a 24% year-over-year revenue increase, driven by robust growth in its commercial aerospace and gas turbine markets.