Situational Awareness LP
Position in BW — Babcock & Wilcox Enterprises, Inc.
CIK 2045724
SAN FRANCISCO, CA
Position in BW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,587,059
+$8,698,268 QoQ
Shares Held
2,027,451
+49.7% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#15
of 200 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Situational Awareness LP holds $28,587,059 across 1 Specialty Industrial Machinery name. BW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BW |
Babcock & Wilcox Enterprises, Inc.
This page
|
2,027,451 | $28,587,059 |
All Filings in BW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,587,059 | 2,027,451 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,888,791 | 1,353,900 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,583,726 | 1,353,900 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||