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BWXT - BWX TECHNOLOGIES INC

This page shows which of the focused investors we track hold BWXT and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2025 it was held by 3 managers with an aggregate reported value of $9.94M, which is 0.00% of the combined portfolio.

As of Q4 2025, 3 tracked institutional managers held BWXT (BWX TECHNOLOGIES INC) with an aggregate reported value of $9.94M0.00% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2025
Ticker
BWXT

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Polen Capital Management - Polen Capital Management0.02%Reduce -12.0%32,328$5.59M
2Torray Funds - Torray Funds0.31%Reduce -19.1%12,659$2.19M

Put holders — short bets

1 manager has put options on BWXT — a right to sell at strike. The reported value is the underlying market value (notional), not the option premium paid.

1Polen Capital Management - Polen Capital ManagementNew12,500$2.16M
Loading holder history for BWXT