Minneapolis Portfolio Management Group, LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1317253 Wayzata, MN

Position in BWXT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$29,587,189

-$2,623,257 QoQ

Shares Held

152,002

-3.5% QoQ

Ownership

0.166%

of shares outstanding

% of Portfolio

2.80%

of 13F equity value

Holder Rank

#82

of 841 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Minneapolis Portfolio Management Group, LLC holds $128,898,237 across 5 Aerospace & Defense names. BWXT ranks #3 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	194,795	$42,167,273
2	LMT	Lockheed Martin Corp	64,720	$32,972,251
3	BWXT	BWX Technologies, Inc. This page	152,002	$29,587,189
4	TXT	Textron Inc	260,679	$23,912,084
5	HONA	Honeywell Aerospace Inc.	1,175	$259,440

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,587,189	152,002	-3.5%	Shares	Sole	2026-07-27
2026-03-31	$32,210,446	157,516	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$27,103,558	156,813	-21.9%	Shares	Sole	2026-02-10
2025-09-30	$37,011,908	200,748	-16.0%	Shares	Sole	2025-10-28
2025-06-30	$34,437,254	239,048	-1.2%	Shares	Sole	2025-08-07
2025-03-31	$23,871,820	241,985	+37.4%	Shares	Sole	2025-04-29
2024-12-31	$19,615,779	176,100	+1.0%	Shares	Sole	2025-02-11
2024-09-30	$18,955,758	174,386	-1.9%	Shares	Sole	2024-10-29
2024-06-30	$16,892,235	177,813	—	Shares	Sole	2024-07-29
No filing history on record for this holder in this stock.