Select Equity Group, L.P.

Position in BWXT — BWX Technologies, Inc.

CIK 1592643 NEW YORK, NY

Position in BWXT

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

Position Value

$331,685,157

+$183,138,714 QoQ

Shares Held

1,704,008

+134.6% QoQ

Ownership

1.86%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#11

of 841 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Select Equity Group, L.P. holds $1,146,829,020 across 12 Aerospace & Defense names. BWXT ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC	353,230	$470,516,489
2	BWXT	BWX Technologies, Inc. This page	1,704,008	$331,685,157
3	CAE	Cae Inc	7,018,338	$175,879,550
4	MOG-A	Moog Inc.	100,313	$42,516,661
5	CDRE	Cadre Holdings, Inc.	1,181,921	$33,696,567
6	LOAR	Loar Holdings Inc.	339,976	$27,405,465
7	MRCY	Mercury Systems Inc	165,257	$20,215,888
8	GE	General Electric Co	37,562	$14,038,046

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,685,157	1,704,008	+134.6%	Shares	Sole	2026-08-14
2026-03-31	$148,546,443	726,424	+68.9%	Shares	Sole	2026-05-15
2025-12-31	$74,340,730	430,113	-39.2%	Shares	Sole	2026-02-17
2025-09-30	$130,370,792	707,115	+47.8%	Shares	Sole	2025-11-14
2025-06-30	$68,902,457	478,290	-13.3%	Shares	Sole	2025-08-14
2024-12-31	$61,473,690	551,878	+11.5%	Shares	Sole	2025-02-14
2024-09-30	$53,823,674	495,158	-31.1%	Shares	Sole	2024-11-14
2024-06-30	$68,228,810	718,198	+28.4%	Shares	Sole	2024-08-14
2024-03-31	$57,402,344	559,368	+3.6%	Shares	Sole	2024-05-15
2023-12-31	$41,412,792	539,721	+573.5%	Shares	Sole	2024-02-14
2023-03-31	$5,052,025	80,140	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.