Valiant Capital Management, L.P.

Position in BW — Babcock & Wilcox Enterprises, Inc.

CIK 1452689 San Francisco, CA

Position in BW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,755,000

New position

Shares Held

550,000

first reported quarter

Ownership

0.369%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#38

of 200 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valiant Capital Management, L.P. holds $125,611,735 across 3 Specialty Industrial Machinery names. BW ranks #2 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	97,612	$114,680,434
2	BW	Babcock & Wilcox Enterprises, Inc. This page	550,000	$7,755,000
3	PSIX	Power Solutions International, Inc.	81,674	$3,176,301

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,755,000	550,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.