Nicholas Investment Partners, LP

Position in BWXT — BWX Technologies, Inc.

CIK 1389574 RANCHO SANTA FE, CA

Position in BWXT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$53,549,182

+$8,466,634 QoQ

Shares Held

261,867

+0.4% QoQ

Ownership

0.286%

of shares outstanding

% of Portfolio

4.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Nicholas Investment Partners, LP holds $151,867,479 across 10 Aerospace & Defense names. BWXT ranks #1 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc. This page	261,867	$53,549,182
2	KTOS	Kratos Defense & Security Solutions, Inc.	390,924	$27,564,051
3	EMBJ	Embraer S.A.	427,288	$25,355,269
4	FTAI	FTAI Aviation Ltd.	62,674	$15,355,130
5	RKLB	Rocket Lab Corp	171,517	$11,014,821
6	PL	Planet Labs PBC	337,923	$9,444,947
7	TDG	TransDigm Group INC	4,068	$4,714,649
8	CW	Curtiss Wright Corp	6,194	$4,218,857

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,549,182	261,867	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$45,082,548	260,834	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$47,849,361	259,529	-2.3%	Shares	Sole	2025-11-14
2025-06-30	$38,250,234	265,516	-7.8%	Shares	Sole	2025-08-14
2025-03-31	$28,402,617	287,913	-11.1%	Shares	Sole	2025-05-15
2024-12-31	$36,078,998	323,898	+2.5%	Shares	Sole	2025-02-14
2024-09-30	$34,333,873	315,859	+3.5%	Shares	Sole	2024-11-12
2024-06-30	$28,984,120	305,096	+0.6%	Shares	Sole	2024-08-08
2024-03-31	$31,133,163	303,383	+5.3%	Shares	Sole	2024-05-14
2023-12-31	$22,111,744	288,176	+21.6%	Shares	Sole	2024-02-08
2023-09-30	$17,774,983	237,063	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.