Nicholas Investment Partners, LP

Position in BWXT — BWX Technologies, Inc.

CIK 1389574 RANCHO SANTA FE, CA

Position in BWXT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$53,021,686

-$527,496 QoQ

Shares Held

272,395

+4.0% QoQ

Ownership

0.297%

of shares outstanding

% of Portfolio

3.40%

of 13F equity value

Holder Rank

#52

of 841 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Nicholas Investment Partners, LP holds $112,624,872 across 8 Aerospace & Defense names. BWXT ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc. This page	272,395	$53,021,686
2	FTAI	FTAI Aviation Ltd.	56,344	$15,242,742
3	PL	Planet Labs PBC	355,366	$11,773,275
4	ATRO	Astronics Corp	144,186	$11,716,554
5	TDG	TransDigm Group INC	5,633	$7,503,381
6	MOG-A	Moog Inc.	17,163	$7,274,365
7	CW	Curtiss Wright Corp	6,251	$4,736,757
8	RKLB	Rocket Lab Corp	13,341	$1,356,112

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,021,686	272,395	+4.0%	Shares	Sole	2026-08-14
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.