CW β€” CURTISS WRIGHT CORP

Ownership history in Waratah Capital Advisors Ltd.  Β·  2 quarters on record

AI Ownership Summary

Waratah Capital Advisors Ltd. reported CURTISS WRIGHT CORP (CW) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.72% in 2025 Q4. The latest visible filing shows CW at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Waratah Capital Advisors Ltd.'s position in CURTISS WRIGHT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CW was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Waratah Capital Advisors Ltd. held CW β€” position size vs. price
% of Fund (quarterly)    CW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 38,688 +27,830 +256.3% 0.72% $21.3M 2026-02-14 (Est.) $683.99
2025 Q3 INITIATED 10,858 β€” β€” 0.10% $5.9M 2025-11-10 $587.97

FAQ About Waratah Capital Advisors Ltd. and CW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Waratah Capital Advisors Ltd. reported owning CW?

Waratah Capital Advisors Ltd. reported CW across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CW position in Waratah Capital Advisors Ltd.'s portfolio?

The largest reported portfolio weight for CW was 0.72% in 2025 Q4.

What is the latest reported CW position on this page?

The most recent filing on this page is 2025 Q4, when Waratah Capital Advisors Ltd. reported 38,688 shares, equal to 0.72% of portfolio, with an estimated market value of $21.3M.

What does the chart on this CW ownership page compare?

The chart compares Waratah Capital Advisors Ltd.'s quarterly CW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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