Stephens Investment Management Group LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1314440 LITTLE ROCK, AR

Position in BWXT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$116,874,478

+$2,641,048 QoQ

Shares Held

600,434

+7.5% QoQ

Ownership

0.655%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#32

of 841 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 94% None 6%

Industrials · as of Jun 30, 2026

Stephens Investment Management Group LLC holds $704,863,272 across 12 Aerospace & Defense names. BWXT ranks #1 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc. This page	600,434	$116,874,478
2	DRS	Leonardo DRS, Inc.	2,401,901	$102,489,115
3	AVAV	AeroVironment Inc	567,423	$93,664,514
4	AXON	Axon Enterprise, Inc.	165,210	$92,618,378
5	KRMN	Karman Holdings Inc.	1,704,717	$85,099,472
6	KTOS	Kratos Defense & Security Solutions, Inc.	1,604,024	$79,976,636
7	VSEC	Vse Corp	280,307	$64,050,149
8	LHX	L3harris Technologies, Inc. /De/	86,017	$24,995,680

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,874,478	600,434	+7.5%	Shares	Defined	2026-07-29
2026-03-31	$114,233,430	558,626	-0.5%	Shares	Defined	2026-04-28
2025-12-31	$96,995,215	561,185	+0.1%	Shares	Defined	2026-02-05
2025-09-30	$103,318,735	560,388	-4.6%	Shares	Defined	2025-10-28
2025-06-30	$84,616,954	587,373	+12.2%	Shares	Defined	2025-07-30
2025-03-31	$51,665,175	523,722	+16.5%	Shares	Defined	2025-05-01
2024-12-31	$50,053,764	449,356	—	Shares	Defined	2025-01-28
No filing history on record for this holder in this stock.