Value Aligned Research Advisors, LLC
Position in BW — Babcock & Wilcox Enterprises, Inc.
CIK 1963565
PRINCETON, NJ
Position in BW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$31,556,138
New position
Shares Held
2,238,024
first reported quarter
Ownership
1.50%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#12
of 200 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in BW
reported options exposure · as of Jun 30, 2026CallValue
$2,098,080
CallShares
148,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Value Aligned Research Advisors, LLC holds $156,879,099 across 4 Specialty Industrial Machinery names. BW ranks #3 (20.1% of the industry book) .
All Filings in BW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,098,080 | 148,800 | Call | Sole | 2026-08-17 | |
| 2026-06-30 | $31,556,138 | 2,238,024 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||