Position in BWXT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,489,782
+$1,491,527 QoQ
Shares Held
21,956
+26.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 21.397340134815085.ToString("F0")%
Shared 0.ToString("F0")%
None 78.60265986518492.ToString("F0")%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Informed Momentum Co LLC holds $58,574,220 across 16 Aerospace & Defense names. BWXT ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOG-A |
Moog Inc.
|
26,715 | $7,817,877 | |
| 2 | PL |
Planet Labs PBC
|
241,195 | $6,741,400 | |
| 3 | ATRO |
Astronics Corp
|
99,453 | $6,636,498 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
14,809 | $5,625,939 | |
| 5 | AIR |
Aar Corp
|
47,122 | $5,157,974 | |
| 6 | BWXT |
BWX Technologies, Inc.
This page
|
21,956 | $4,489,782 | |
| 7 | DCO |
Ducommun Inc /De/
|
34,869 | $4,254,018 | |
| 8 | VSEC |
Vse Corp
|
20,219 | $3,728,383 |
All Filings in BWXT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,489,782 | 21,956 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,998,255 | 17,347 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,514,713 | 35,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,569,583 | 31,720 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,234,490 | 38,015 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $4,091,356 | 39,869 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $1,621,217 | 21,622 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||