Arosa Capital Management LP

Position in BWXT — BWX Technologies, Inc.

CIK 1596053 MIAMI BEACH, FL

Position in BWXT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,022,450

-$2,434,350 QoQ

Shares Held

5,000

-75.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Arosa Capital Management LP holds $3,479,750 across 4 Aerospace & Defense names. BWXT ranks #1 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc. This page	5,000	$1,022,450
2	RDW	Redwire Corp	120,000	$1,020,000
3	AVAV	AeroVironment Inc	4,000	$732,200
4	KTOS	Kratos Defense & Security Solutions, Inc.	10,000	$705,100

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,022,450	5,000	-75.0%	Shares	Sole	2026-05-15
2025-12-31	$3,456,800	20,000	+25.0%	Shares	Sole	2026-02-17
2025-09-30	$2,949,920	16,000	+100.0%	Shares	Sole	2025-11-14
2025-06-30	$1,152,480	8,000	-27.3%	Shares	Sole	2025-08-14
2025-03-31	$1,085,150	11,000	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.