Informed Momentum Co LLC
Position in BW — Babcock & Wilcox Enterprises, Inc.
CIK 1510989
Solana Beach, CA
Position in BW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,050,210
-$3,934,679 QoQ
Shares Held
216,327
-54.5% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#58
of 202 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in BW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Informed Momentum Co LLC holds $25,092,668 across 7 Specialty Industrial Machinery names. BW ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GHM |
Graham Corp
|
55,217 | $6,835,312 | |
| 2 | GRC |
Gorman Rupp Co
|
69,046 | $6,334,280 | |
| 3 | GNRC |
Generac Holdings Inc.
|
18,274 | $5,350,809 | |
| 4 | BW |
Babcock & Wilcox Enterprises, Inc.
This page
|
216,327 | $3,050,210 | |
| 5 | TWIN |
Twin Disc Inc
|
59,773 | $1,386,733 | |
| 6 | PKOH |
Park Ohio Holdings Corp
|
33,395 | $1,284,037 | |
| 7 | BWEN |
Broadwind, Inc.
|
176,250 | $851,287 |
All Filings in BW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,050,210 | 216,327 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,984,889 | 475,486 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,232,007 | 194,323 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $671,686 | 231,616 | Shares | Sole | 2025-11-14 | |
| 2021-12-31 | $1,541,554 | 170,904 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $2,272,631 | 288,405 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,109,644 | 328,368 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||