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BOWEN HANES & CO INC
BOWEN HANES & CO INC is an institution, managing $3.9B across 146 long positions as of Q3 2025 with NVDA as the largest holding (4% allocation).
- Portfolio Value
- $3.9B
- Positions
- 146
- Top Holding
- NVDA at 3.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BOWEN HANES & CO INC's portfolio (30% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $149.3M | 3.83% | -$32.6M Sold | 0.00% 800.0K shares | |
Consumer Electronics Technology | $127.9M | 3.28% | -$1.6M Sold | 0.00% 502.5K shares | |
Software - Infrastructure Technology | $123.0M | 3.16% | -$2.2M Sold | 0.00% 237.5K shares | |
Hardware, Equipment & Parts Technology | $121.6M | 3.12% | -$991.3K Sold | 0.17% 1.5M shares | |
Renewable Utilities Utilities | $111.6M | 2.86% | -$2.0M Sold | 0.07% 181.5K shares | |
Discount Stores Consumer Defensive | $109.5M | 2.81% | -$7.6M Sold | 0.03% 118.3K shares | |
Financial - Credit Services Financial Services | $108.6M | 2.79% | -$1.8M Sold | 0.05% 326.9K shares | |
Manufacturing - Metal Fabrication Industrials | $108.1M | 2.77% | -$3.8M Sold | 0.96% 1.3M shares | |
Hardware, Equipment & Parts Technology | $107.6M | 2.76% | -$839.2K Sold | 0.39% 183.5K shares | |
Entertainment Communication Services | $103.5M | 2.65% | -$32.7M Sold | 0.02% 86.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BOWEN HANES & CO INC's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BOWEN HANES & CO INC
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