13F Portfolios

Forest Avenue Capital Management LP: WOODWARD INC (WWD): Quarterly 13F Position History

As of Q1 2026, Forest Avenue Capital Management LP reported 222,073 shares of WOODWARD INC (WWD), worth $79.5M and representing 5.0% of its 13F equity book. Quarter-over-quarter share count change: 122,926 (-35.6%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 222,073 122,926 -35.6% $79.5M 5.0% $357.9
Q4 2025 344,999 +94,307 +37.6% $104.3M 6.9% $302.3
Q3 2025 250,692 +150,292 +149.7% $63.4M 4.8% $252.7
Q2 2025 100,400 $24.6M 1.9% $245.1

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Forest Avenue Capital Management LP first disclose a WWD position in 13F-HR filings?

Forest Avenue Capital Management LP first reported WOODWARD INC (WWD) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was Forest Avenue Capital Management LP's most recent quarter-over-quarter share-count change in WWD?

Between Q4 2025 and Q1 2026, Forest Avenue Capital Management LP reduced its WWD position by 122,926 shares (-35.6%), leaving 222,073 shares at a market value of $79.5M.

Does the implied price-per-share represent Forest Avenue Capital Management LP's cost basis in WWD?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.