Davidson Kempner Capital Management LP
Position in BWXT — BWX Technologies, Inc.
CIK 1595082
New York, NY
Position in BWXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,539,841
+$41,448,040 QoQ
Shares Held
239,095
+860.2% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#58
of 841 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Derivatives in BWXT
reported options exposure · as of Mar 31, 2023CallValue
$18,912,000
CallShares
300,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Davidson Kempner Capital Management LP holds $335,743,833 across 11 Aerospace & Defense names. BWXT ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
1,173,925 | $200,576,825 | |
| 2 | BA |
Boeing Co
|
280,000 | $60,611,600 | |
| 3 | BWXT |
BWX Technologies, Inc.
This page
|
239,095 | $46,539,841 | |
| 4 | DPC |
DPC Holdings PLC
|
150,000 | $7,359,000 | |
| 5 | MNTS |
Momentus Inc.
|
850,000 | $5,712,000 | |
| 6 | AADX |
Applied Aerospace & Defense, Inc.
|
208,000 | $4,738,240 | |
| 7 | ARXS |
Arxis, Inc.
|
100,000 | $4,614,000 | |
| 8 | ELMT |
Elmet Group Co.
|
225,000 | $4,441,500 |
All Filings in BWXT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,539,841 | 239,095 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,091,801 | 24,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,324,239 | 134,947 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $20,144,774 | 139,836 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,638,434 | 452,493 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,919,487 | 457,128 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $5,327,695 | 56,081 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,460,031 | 62,951 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $7,973,992 | 126,491 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $18,912,000 | 300,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $28,862,914 | 496,951 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||