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Babcock & Wilcox Enterprises, Inc.

BW Industrials
$4.15 $-0.07 (-1.66%)
Market Cap: $618.21 M
Gurus Holding
4
Popularity Rank
#2263
% of Shares Held
0.63%
Net Activity (Q2 2026)
-$2.57 M

Guru Ownership Trend

Guru Analysis for Babcock & Wilcox Enterprises, Inc. (BW)

Babcock & Wilcox Enterprises, Inc. (BW), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.91 M.

Top institutional holders include Chuck Royce and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.57 M net outflow during the quarter.

Recent activity highlights Cliff Asness who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 93.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.41 M
Total Buy Value
New Buys 1
Additions 2
-$4.97 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Babcock & Wilcox Enterprises, Inc. (BW)

Major holders include Chuck Royce ($10.62 M), Joel Greenblatt ($1.66 M), Cliff Asness ($656,947). According to the latest reported data, 4 tracked investment managers collectively hold approximately 941,911 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.57 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited BW. The total reported sell value was $4.97 M.

Yes, 1 managers opened new positions in BW, and 2 increased their existing holdings. The total reported buy value was $2.41 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 14.1% 753,180 $10.62 M Q2 2026
0.00% Add 35.7% 117,539 $1.66 M Q2 2026
0.00% New Buy 46,592 $656,947 Q2 2026
0.00% Reduce -93.2% 24,600 $346,860 Q2 2026
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