Position in BWXT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,572,000
-$4,877,000 QoQ
Shares Held
80,000
-20.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#119
of 841 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Telemark Asset Management, LLC holds $108,889,550 across 3 Aerospace & Defense names. BWXT ranks #2 (14.3% of the industry book) .
All Filings in BWXT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,572,000 | 80,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,449,000 | 100,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,284,000 | 100,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $23,046,250 | 125,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,406,000 | 100,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,865,000 | 100,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,139,000 | 100,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,870,000 | 100,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,500,000 | 100,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,131,000 | 50,000 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $3,749,000 | 50,000 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||