CURTISS WRIGHT CORP

Curtiss-Wright's $290.3 million tracked institutional book, spread across 53 holders, shows its dominant holder moving opposite to several of the largest buyers during a quarter when the data implies CW shares rose roughly 11.2%. Congress Asset Management, which controls 51.9% of the book, cut its position 12.8% (227,835 to 198,758 shares) — a real reduction that outpaced the price gain, producing a $4.6 million net decline in position value even as the stock rallied. Wedge Capital Management, the second-largest holder at 27.6% of the book, moved the opposite direction, adding 17.3% more shares for an $18.7 million increase — the largest dollar buy of any CW holder. Assenagon Asset Management scaled a small existing position dramatically, growing from 717 to 10,199 shares (a more than 14-fold increase, +$7.2 million). With the top two holders controlling nearly 80% of the tracked book and pulling in opposite directions, CW's institutional ownership reflects a real disagreement about the stock rather than a shared read on the same rally.