Joel Greenblatt's BWXT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 162,887 shares of BWX Technologies, Inc. (BWXT) worth $30.03 M, representing 0.13% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BWXT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 176,357 shares. Largest reduction occurred in Q1 2018, reducing 176,930 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's BWX Technologies (BWXT) Holding Value Over Time
Track share changes against reported price movement
Quarterly BWX Technologies (BWXT) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +219,164 | New Buy | 219,164 | $31.77 |
| Q1 2016 | -80,595 | Reduce 36.77% | 138,569 | $33.56 |
| Q2 2016 | -109,411 | Reduce 78.96% | 29,158 | $35.77 |
| Q3 2016 | +45,922 | Add 157.49% | 75,080 | $38.37 |
| Q4 2016 | -75,080 | Sold Out | 75,080 | $38.37 |
| Q3 2017 | +56,406 | New Buy | 56,406 | $56.02 |
| Q4 2017 | +176,357 | Add 312.66% | 232,763 | $60.49 |
| Q1 2018 | -176,930 | Reduce 76.01% | 55,833 | $63.53 |
| Q2 2018 | -32,229 | Reduce 57.72% | 23,604 | $62.32 |
| Q3 2018 | -23,604 | Sold Out | 23,604 | $62.32 |
| Q1 2019 | +54,650 | New Buy | 54,650 | $49.59 |
| Q2 2019 | -54,650 | Sold Out | 54,650 | $49.59 |
| Q2 2020 | +6,237 | New Buy | 6,237 | $56.60 |
| Q3 2020 | +21,549 | Add 345.50% | 27,786 | $56.32 |
| Q4 2020 | -27,786 | Sold Out | 27,786 | $56.32 |
| Q1 2022 | +9,242 | New Buy | 9,242 | $53.88 |
| Q2 2022 | -1,451 | Reduce 15.70% | 7,791 | $55.06 |
| Q3 2022 | +2,259 | Add 28.99% | 10,050 | $50.35 |
| Q4 2022 | +1,171 | Add 11.65% | 11,221 | $58.08 |
| Q1 2023 | +3,564 | Add 31.76% | 14,785 | $63.04 |
| Q2 2023 | +5,501 | Add 37.21% | 20,286 | $71.57 |
| Q3 2023 | +1,360 | Add 6.70% | 21,646 | $74.98 |
| Q4 2023 | -470 | Reduce 2.17% | 21,176 | $76.73 |
| Q1 2024 | +18,976 | Add 89.61% | 40,152 | $102.62 |
| Q2 2024 | -4,738 | Reduce 11.80% | 35,414 | $95.00 |
| Q3 2024 | -13,823 | Reduce 39.03% | 21,591 | $108.70 |
| Q4 2024 | -2,227 | Reduce 10.31% | 19,364 | $111.39 |
| Q1 2025 | +56,292 | Add 290.70% | 75,656 | $98.65 |
| Q2 2025 | +50,360 | Add 66.56% | 126,016 | $144.06 |
| Q3 2025 | +36,871 | Add 29.26% | 162,887 | $184.37 |
Joel Greenblatt's BWX Technologies Investment FAQs
Joel Greenblatt first purchased BWX Technologies, Inc. (BWXT) in Q4 2015, acquiring 219,164 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held BWX Technologies, Inc. (BWXT) for 40 quarters since Q4 2015.
Joel Greenblatt's largest addition to BWX Technologies, Inc. (BWXT) was in Q4 2015, adding 219,164 shares worth $6.96 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 162,887 shares of BWX Technologies, Inc. (BWXT), valued at approximately $30.03 M.
As of the Q3 2025 filing, BWX Technologies, Inc. (BWXT) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in BWX Technologies, Inc. (BWXT) was 232,763 shares, as reported at the end of Q4 2017.