WWD β€” WOODWARD INC

Ownership history in KP Management LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which KP Management LLC reported a position in WOODWARD INC (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
1.71% (2025 Q4)
πŸ“Š Avg. % of fund
1.31%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

KP Management LLC Γ— WWD AI Analytics

πŸ“ˆ KP Management LLC outperformed the S&P 500 by +47.9% annually on this WWD position. Average cost basis: $195.45. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+47.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 47.9% per year on this position.
3 quarters analyzed

πŸ’° Entry Quality
$195.45
+54.6% vs current ($302.07)

Best entry: $181.69 (2025 Q1)  Β·  Worst: $252.23 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

2 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ KP Management LLC has been actively increasing its WWD allocation β€” a bullish signal from insiders.
Currently 1.71% 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 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 20,500 β€” 0% 1.71% $6.2M $302.07
2025 Q3 ADDED 20,500 +4,000 +24.2% 1.64% $5.2M $252.23
2025 Q2 UNCHANGED 16,500 β€” 0% 0.85% $4.0M $244.35
2025 Q1 INITIATED 16,500 β€” β€” 1.04% $3.0M $181.69

🏒 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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