Murray Stahl's BWXT Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 2,647 shares of BWX Technologies, Inc. (BWXT) worth $488,027, representing 0.01% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Murray Stahl has maintained a long-term strategic position in BWXT, representing a significant commitment to this investment thesis. Largest reduction occurred in Q4 2017, reducing 1,332 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's BWX Technologies (BWXT) Holding Value Over Time
Track share changes against reported price movement
Quarterly BWX Technologies (BWXT) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +8,764 | New Buy | 8,764 | $26.36 |
| Q4 2015 | -287 | Reduce 3.27% | 8,477 | $31.73 |
| Q1 2016 | -773 | Reduce 9.12% | 7,704 | $33.62 |
| Q2 2016 | -499 | Reduce 6.48% | 7,205 | $35.81 |
| Q3 2016 | -622 | Reduce 8.63% | 6,583 | $38.43 |
| Q4 2016 | -106 | Reduce 1.61% | 6,477 | $39.68 |
| Q1 2017 | -202 | Reduce 3.12% | 6,275 | $47.65 |
| Q2 2017 | -129 | Reduce 2.06% | 6,146 | $48.81 |
| Q3 2017 | -249 | Reduce 4.05% | 5,897 | $55.96 |
| Q4 2017 | -1,332 | Reduce 22.59% | 4,565 | $60.46 |
| Q2 2018 | -329 | Reduce 7.21% | 4,236 | $62.32 |
| Q3 2018 | -54 | Reduce 1.27% | 4,182 | $62.65 |
| Q4 2018 | -4,182 | Sold Out | 4,182 | $62.65 |
| Q2 2019 | +3,892 | New Buy | 3,892 | $52.16 |
| Q3 2019 | -39 | Reduce 1.00% | 3,853 | $57.10 |
| Q4 2019 | -132 | Reduce 3.43% | 3,721 | $62.08 |
| Q1 2020 | -3,721 | Sold Out | 3,721 | $62.08 |
| Q1 2021 | +3,163 | New Buy | 3,163 | $66.08 |
| Q2 2021 | -3,163 | Sold Out | 3,163 | $66.08 |
| Q2 2023 | +3,004 | New Buy | 3,004 | $71.57 |
| Q3 2023 | -43 | Reduce 1.43% | 2,961 | $74.98 |
| Q1 2024 | -175 | Reduce 5.91% | 2,786 | $102.62 |
| Q2 2024 | -30 | Reduce 1.08% | 2,756 | $95.00 |
| Q3 2024 | -66 | Reduce 2.39% | 2,690 | $108.70 |
| Q1 2025 | -25 | Reduce 0.93% | 2,665 | $98.65 |
| Q3 2025 | -18 | Reduce 0.68% | 2,647 | $184.37 |
Murray Stahl's BWX Technologies Investment FAQs
Murray Stahl first purchased BWX Technologies, Inc. (BWXT) in Q3 2015, acquiring 8,764 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held BWX Technologies, Inc. (BWXT) for 41 quarters since Q3 2015.
Murray Stahl's largest addition to BWX Technologies, Inc. (BWXT) was in Q3 2015, adding 8,764 shares worth $231,000.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 2,647 shares of BWX Technologies, Inc. (BWXT), valued at approximately $488,027.
As of the Q3 2025 filing, BWX Technologies, Inc. (BWXT) represents approximately 0.01% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in BWX Technologies, Inc. (BWXT) was 8,764 shares, as reported at the end of Q3 2015.