WWD β€” WOODWARD INC CMN

Ownership history in FORA Capital, LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in WOODWARD INC CMN (WWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.2% (2025 Q3)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

FORA Capital, LLC Γ— WWD AI Analytics

πŸ“ˆ FORA Capital, LLC outperformed the S&P 500 by +43.2% annually on this WWD position. Timing score: 29% (2/7 decisions correct). Average cost basis: $86.59. Maximum drawdown during holding period: –49.7%.

πŸ“ˆ Position Alpha vs SPY
+43.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 43.2% per year on this position.
7 quarters analyzed

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct

πŸ’° Entry Quality
$86.59
+191.3% vs current ($252.23)

Best entry: $57.35 (2020 Q1)  Β·  Worst: $121.78 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–49.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
50%
buy-side decisions

4 adds Β· 4 trims. Bought during 2 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.2% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WWD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,570 -951 -17.2% 0.20% $1.2M $252.23
2025 Q2 REDUCED 5,521 -2,697 -32.8% 0.15% $1.4M $244.35
2023 Q1 ADDED 8,218 +1,493 +22.2% 0.08% $800K $95.69
2022 Q1 ADDED 6,725 +6,199 +1178.5% 0.15% $857K $121.78
2021 Q1 REDUCED 526 -356 -40.4% 0.02% $63K $116.94
2020 Q3 REDUCED 882 -9,447 -91.5% 0.05% $71K $77.53
2020 Q1 ADDED 10,329 +9,089 +733.0% 0.13% $614K $57.35
2019 Q4 INITIATED 1,240 β€” β€” 0.01% $147K $114.01

🏒 Other funds also holding WWD

As of 2025 Q4 β€” sorted by position size

NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 22.37% Forest Avenue Capital Management LP 3Y 6.87% FACT Capital, LP 3Y 6.81% UNTITLED INVESTMENTS LP 3Y 5.8% HAWK RIDGE CAPITAL MANAGEMENT LP 3Y 7Y 5.75% Rivermont Capital Management LP 3Y 5.52% Senator Investment Group LP 3Y 7Y 5.47% Bayberry Capital Partners LP 3Y 5.37% Alpha Wave Global, LP 3Y 7Y 4.44% Night Owl Capital Management, LLC 3Y 7Y 4.12%
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