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Equibles

Copeland Capital Management, LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1541743 Conshohocken, PA
Back to BWXT Full portfolio

Position in BWXT

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$9,175,216
-$1,242,935 QoQ
Shares Held
47,137
-7.5% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#156
of 848 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 46% Shared 51% None 4%

Common Shares in BWXT Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Copeland Capital Management, LLC holds $97,243,217 across 4 Aerospace & Defense names. BWXT ranks #2 (9.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HXL
Hexcel Corp /De/
 877,777 $87,830,365
2 BWXT
BWX Technologies, Inc.
This page 		47,137 $9,175,216
3 GE
General Electric Co
 534 $199,571
4 HII
Huntington Ingalls Industries, Inc.
 136 $38,065

All Filings in BWXT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,175,216 47,137
2026-03-31 $10,418,151 50,947
2025-12-31 $9,079,457 52,531
2025-09-30 $20,857,408 113,128
2025-06-30 $80,672,734 559,994
2025-03-31 $68,861,349 698,037
2024-12-31 $79,860,613 716,946
2024-09-30 $77,369,724 711,773
2024-06-30 $67,074,750 706,050
2024-03-31 $81,949,047 798,568
2023-12-31 $76,037,203 990,971
2023-09-30 $76,290,423 1,017,477
2023-06-30 $78,158,447 1,092,056
2023-03-31 $66,697,075 1,058,012
2022-12-31 $57,608,620 991,884
2022-09-30 $43,550,958 864,621
2022-06-30 $47,239,068 857,489
2022-03-31 $46,400,497 861,502
2021-12-31 $40,382,470 843,410
2021-09-30 $45,327,605 841,582
2021-06-30 $47,720,239 821,064
2021-03-31 $54,516,751 826,763
2020-12-31 $44,872,190 744,396
2020-09-30 $43,057,102 764,644
2020-06-30 $38,278,161 675,815
2020-03-31 $33,403,758 685,768