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BWX Technologies, Inc.

BWXT Industrials
$127.14 $-7.97 (-5.90%)
Market Cap: $11.65 B
Gurus Holding
9
Popularity Rank
#546
% of Shares Held
1.11%
Net Activity (Q2 2026)
-$14.65 M

Guru Ownership Trend

Guru Analysis for BWX Technologies, Inc. (BWXT)

BWX Technologies, Inc. (BWXT), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $129.53 M.

Top institutional holders include Catherine Wood and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $14.65 M net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who increased their stake by 100.4%. Conversely, Jefferies Group reduced exposure by 77.4%.

Key Holders

Top 5 by Value

$107.03 M
$41.82 M
$31.58 M
$3.2 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$11.18 M
Total Buy Value
New Buys 0
Additions 2
-$25.83 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
2

FAQs for BWX Technologies, Inc. (BWXT)

Major holders include Catherine Wood ($107.03 M), Cliff Asness ($41.82 M), Joel Greenblatt ($31.58 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.02 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $14.65 M, with 2 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited BWXT. The total reported sell value was $25.83 M.

Yes, 0 managers opened new positions in BWXT, and 2 increased their existing holdings. The total reported buy value was $11.18 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.69% Reduce -11.7% 549,881 $107.03 M Q2 2026
0.01% Add 13.7% 214,842 $41.82 M Q2 2026
0.07% Reduce -8.6% 162,234 $31.58 M Q2 2026
0.18% Add 100.4% 62,977 $12.26 M Q2 2026
0.01% Reduce -26.7% 16,446 $3.2 M Q2 2026
0.01% Reduce -74.9% 7,502 $1.46 M Q2 2026
0.01% Reduce -3.2% 2,563 $498,888 Q2 2026
0.00% Reduce -77.4% 1,206 $234,747 Q2 2026
0.00% 1,135 $220,881 Q2 2026
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